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Investor Perception Studies

Insight-Driven Investor Perception Studies That Clarify Market Sentiment

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The Challenge

Even companies with solid fundamentals and sound strategy can find themselves facing valuation disconnects, investor skepticism, or unexpected governance friction. Why? Because how the market perceives your performance, management, and vision often differs from how you present it. Without clear insight into investor sentiment, companies risk flying blind—missing early warning signs, ignoring credibility gaps, and wasting communication efforts.

Without the insight gained from a structured investor perception study your company may unknowingly be suffering from flawed messaging. This, in turn, often leads to underappreciated value, and missed opportunities to strengthen investor engagement.

Our Solution

Insight-Driven Perception Audits That Clarify Market Sentiment

Most investor perception studies result in an indecipherable data dump of comments from the capital markets. We don’t think this provides value to management teams. MCI’s Investor Perception Studies combine both quantitative and qualitative analysis that is grouped thematically and presented in a visual format to quickly surface key findings for management. This service gives public companies a clear, data-backed understanding of how institutional investors, sell-side analysts, and other key stakeholders view your company—what they believe, what concerns them, and how you compare to peers. The results we deliver provide a highly visual and easy-to-understand breakdown of perception gaps, and actionable recommendations to address these gaps.

We deliver a confidential, independent, and actionable analysis that will enhance your communication strategy and align internal perceptions with external reality.

Our audit process includes:

  • Targeted Stakeholder Interviews: We conduct in-depth confidential interviews with key shareholders, potential investors, analysts, and other capital markets professionals to uncover unfiltered perspectives.

  • Sentiment Benchmarking: We compare stakeholder feedback against peer companies and sector expectations to identify where your story resonates—and where it doesn’t.

  • Message Testing & Risk Identification: We evaluate how well your investment thesis is understood and highlight disconnects, credibility issues, and emerging concerns.

  • Strategic Communication Recommendations: We deliver a detailed findings report with easy-to-access insights and recommendations to refine messaging, IR strategy, and executive communication.

  • Follow-Up Monitoring: We support ongoing perception tracking to monitor the impact of strategic adjustments and keep leadership informed of sentiment shifts.

With MCI’s Perception Audits, you gain a powerful strategic lens into how your company is viewed—so you can communicate with greater impact, build investor confidence, and close the gap between perception and value.

Our Capabilities
MCI Capabilities

Activist Resolution

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Corporate Communications

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Capital Markets
Strategy

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Crisis
Communications

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Debt and Equity
Offerings

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Financial
Reporting

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Design &
Branding

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Digital
Technologies

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ESG &
Sustainability

MCI Capabilities

Investor Perception
Studies

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Initial Public
Offerings

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Ongoing Investor
Relations

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Investment
Grade Events

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Market
Coaching

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Market
Connect

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Transaction
Communications

Learn more about the capital markets

Access Our Insights

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Many capital market professionals and investors rely on your email news alerts to stay up-to-date on your company’s current events. Unfortunately, many news alert systems leak away your pool of engaged contacts and compromise essential relationships.

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Sustainability and Investor Relations

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In 2021 there were 3,404 investment firms managing $121 trillion that had signed on to the UN’s Principles of Responsible Investing. Sustainability is now inextricably linked to investor relations, yet few management teams are prepared for or understand the risks

Effective Investor Relations and Capital Markets Strategy Requires the Fair Valuation Framework

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Companies that see a disconnect between their performance and their valuation are missing a component of the Fair Valuation Framework. Enhance shareholder value by ensuring your company’s story is credible, clear, compelling, and connected to the right people in the capital markets.

Investor Relations - Clear Communication is required to achieve a fair valuation

Clear – People only invest in what they understand

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Investors only buy what they understand. Clear communication, a key component of the Fair Valuation Framework, ensures investors understand your company’s story, and their expectations are aligned with reality.

Compelling investment grade investor communications are key to grabbing the market's attention, share of mind, and share of wallet.

Compelling – Attract investor share of mind

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Compelling investment grade investor communications are the key to grabbing the market’s attention, share of mind, and share of wallet. This requires superior branding and design.

Need an Investor Perception Study?

The capital markets can be bewildering, even to the most experienced management teams. We believe that most executives are committed to maximizing shareholder value, but poorly executed investor relations can lead to valuation loss, reputational damage, employee attrition, deal failure, and even shareholder revolt.

MCI has helped its clients unlock billions of dollars in market value through a proven system that delivers sound messaging, branding, and engagement strategies. Over the past two decades our team has been involved in $5.7 billion in corporate actions that include $3.1 billion in acquisitions and $2.6 billion in financings-all successful.

MCI can help you resolve unfair valuation discounts and get the most out of your company’s public listing. Contact us today to engage our data driven, results focused process to unleash real progress.