Data driven management consultants

Custom Investor and Marketing Research When It Matters

A good portion of our investor research revolves around the relationships between public companies and their investor audiences. For our custom projects, we continue to apply the marketing research methodologies honed in our perception studies to help organizations develop a deeper understanding of the investment community.

Clients such as The Nasdaq OMX Group, U.S. Chamber of Commerce, Standard & Poor’s, Moody’s, ADP, the National Investor Relations Institute (NIRI) and the Security Industry Association (SIA) have used our research to test receptivity toward product introductions, validity of new marketing concepts and messaging strategies aimed at the investment community. Many other firms (consultants, specialist firms, investment banks and public relations firms) have helped their clients through our custom research offerings.

The common theme for all of our clients is that they sought objective guidance from a highly respected investor research organization that understood the many dynamics of the investment community.

For more information:

For custom investor and marketing research projects, please contact Barbara Sullivan, Vice President, Marketing at (203) 635-4383 or via email at