SOCIALMEDIASTUDIES 2016

APPENDIX

ANALYSIS OF DATA AVAILABLE ON THE WEB To make such an analysis, CACEIS and PwC Luxembourg first set about defining the sample of asset management firms to be used in this report. Having defined the group, we then used two methods to gather relevant information for our study upon which a statistical analysis would be performed. The first method involved the gathering of freely available Social Media KPIs in order to build a ranking. This approach was combined with a questionnaire, sent to the top asset management firms within our final ranking, which contained a number of both closed and open questions, and sought to gain a more nuanced understanding of companies’ Social Media engagement, motivations and satisfaction. The data, gathered principally during April 2016, forms the basis of our report, and has been both gathered and analysed using a methodology that ensures the best possible accuracy and timeliness in the results it provides. On the other hand, any conclusions drawn from these results in our report will be influenced to a greater or lesser extent by CACEIS’ and PwC’s individual interpretation thereof.

SAMPLE SELECTION METHODOLOGY The sample group of 106 companies is fairly evenly divided along geographical lines between European and US players, with Asian players making up only 7% of our sample group. Analysing the group in terms of Manager type – whether the firm is a non-affiliated asset management company or belongs to a larger banking or insurance group – we see that roughly two-thirds of our sample group are affiliated firms, while a third are stand-alone companies. Finally, as regards the distribution of players by assets under manage- ment, by performing a notional split of those with less than €150bn, between €150bn and €250bn, between €250bn and €500bn and those above €500bn, our sample splits into approximately four quarters.

FIGURE 13

SAMPLE DESCRIPTION

By Geographical area

By Manager's type

By Manager's size

Asia 7%

A liated 62%

Independent 38%

> €500bn, 36%

< €150bn, 15%

Between €150bn & €250bn, 23%

Between €250bn & €500bn, 26%

United States 51%

Europe 42%

Source: PwC Market Research Centre

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