Why should a company engage?

The findings help companies refine their ESG strategy, strengthen investor relations engagement, and better align sustainability initiatives with market expectations. Some benefits include:

Align Strategy with Investor Expectations

Investors increasingly incorporate ESG performance into investment decisions, making it critical for companies to understand how their sustainability efforts are interpreted by the market.

Strengthen Investor Relations Strategy

Perception studies help IR teams refine messaging, anticipate investor questions, and improve engagement with ESG-focused investors.

Identify Reputation and Disclosure Gaps

Independent feedback highlights areas where company disclosures or communications may not effectively convey ESG performance.

Support ESG Strategy Development

Insights from investors can directly inform sustainability priorities, helping companies align initiatives with market expectations.

Enhance Capital Market Positioning

Companies that proactively seek investor feedback demonstrate transparency and responsiveness—qualities valued by long-term shareholders.

How does G&A guide companies to engage with their investors?

Identify key respondents, including institutional investors, sell-side analysts, ESG-focused asset managers, and prospective shareholders

Develop targeted questionnaires exploring investor views on ESG performance, disclosure quality, governance practices, and long-term strategy

Conduct facilitated, confidential interviews or surveys to collect candid insights from market participants

Aggregate responses to identify perception trends, investor priorities, and potential disconnects between corporate messaging and investor expectations

Compare findings with industry peers, investor expectations, and broader ESG market trends

Deliver actionable insights to improve ESG strategy, investor communications, and engagement with key shareholders

Client

Understanding how investors perceive your ESG performance is essential to building trust in today’s capital markets. Companies that actively listen to the investment community are better positioned to refine their strategy, improve disclosures, and strengthen long-term shareholder relationships.

Henry (Hank) Boerner

Chairman & Chief Strategist

Understanding the Mission

A perception study gathers structured, confidential feedback from investors and analysts through independent research, providing deeper insights than typical investor meetings or earnings calls.

Participants typically include institutional investors, portfolio managers, sell-side analysts, ESG specialists, and sometimes prospective shareholders.

Companies learn how investors evaluate their ESG performance, which sustainability issues matter most to the investment community, and whether corporate disclosures effectively communicate ESG strategy.

Most studies are completed within 4–8 weeks, depending on the number of interviews and depth of analysis.

Many companies conduct them every 12–24 months, or after major ESG strategy updates, acquisitions, or significant disclosure changes.

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