SRIworld.com

CAPABILITIES

Qualitative Research
One-on-one in-depth interviews or focus group sessions for purposes of developing preliminary insights into market structure, product positioning, or product or advertising conceptualization.

Consumer Motivation
Determination of the specific mix of characteristics that would maximize consumer acceptance of new products or services. These studies frequently incorporate segmentation techniques which identify discrete groups of consumers, defined in terms of differential needs regarding the product or service category. “Investors’ Choice” is a study of this genre, designed to define the market for socially responsible mutual funds on the basis of investor motivations.

Competitive Structure
Definition of the market in terms of how competitive offerings are perceived by their target audience on characteristics that are relevant to the purchase decision. These studies generally delve into aspects of consumer awareness and experience with these offerings and frequently provide analyses in terms of market segments, defined on the basis of differential needs regarding the product or service category. “CORPUS” (Corporate Responsibility Profiles in the US), a system for the continuous measurement of company reputations among investors is currently on our drawing board.

Concept Testing
Determination of the extent to which individual or alternative product, positioning or communications concepts are compelling to defined audience segments.

Tracking Studies
Periodic evaluation of the effectiveness of marketing activities, including the introduction of new or re-staged products and implementation of marketing communications programs.
CSR Report Monitor is a program by which various aspects of in-market effectiveness of corporate social responsibility reporting can be determined.

Satisfaction Studies
Periodic evaluation of the extent to which investors in individual corporations, mutual funds, and public and private pension funds are satisfied with the performance of these entities on financial and social responsibility criteria.

SRI LANTERN

Shareholder Satisfaction Monitor

How satisfied are your shareholders with their investments in your company? Do they intend to increase their holdings or divest? To what extent are these pre-dispositions related to your stock’s financial performance? And, to what extent are they related to how the company is perceived on various aspects of corporate social responsibility?

SRI Lantern’s, “Shareholder Satisfaction Monitor” (SSM) will first measure the importance of a standardized battery of financial and corporate social responsibility (CSR) criteria to your shareholders, then determine their satisfaction with your performance on these same dimensions.

The resulting data will enable us to evaluate your performance in terms of your total base of investors, as well as discrete segments of the same, defined on the basis of differential motivations regarding the investment decision process.

SSM will allow you to not only track the effectiveness of your investor relations initiatives and communications programs on shareholder perceptions, but changes in the composition of your investor base, i.e., are individual investors defecting because of how you are perceived on certain financial performance or CSR criteria?

Only individual investors would qualify for participation in this survey. They would be drawn at random from your shareholder database to ensure that the study population is representative of that universe.

The results of this survey would be proprietary to your company, with the exception that the data would be anonymously combined with those derived from parallel surveys. This would be for purposes of developing norms, against which the performance of individual companies might be compared. Over time, it is anticipated that these norms would be available on the basis of industry groupings, company size or other classifications of interest.

You will have an opportunity to append a limited number of questions to this survey, the results of which would be proprietary to the company.

If you would like to discuss any aspect of this market segmentation approach to the measurement of shareholder satisfaction, please contact Doug Wheat or Mel Kram at 802-251-0500.