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19 February 2015

Poll: How Useful Are Social Media Channels in Your Investment Decision-Making Process?

Investment analysis includes sophisticated financial analysis, the construction of cash-flow models, strategic and competitive analysis, and various forms of assessing management. However, forming our opinions of a security is only half the battle; the other half is understanding the market’s perception of the very same security — and how that perception is manifested in the security’s price.

Social media can be a tool for gauging the perceptions of others, be it the market’s receptivity to a company’s product or the feelings investors have about a particular stock or bond.

Nevertheless, when we asked CFA Institute Financial NewsBrief readers how important social media is to their investment decision-making process, the overwhelming majority rejected the idea that social media adds value. Of the 704 respondents, roughly 86% indicated that social media tools, such as Twitter, are not useful and are even counterproductive. Only 14% believe that social media tools are useful.


How useful are social media channels, such as Twitter, in your investment decision-making process?

Poll:  How useful are social media channel in your investment decision-making process?


Are these latter respondents in the vanguard of a new trend in investing? Perhaps learning how to use these new tools to their highest and best use — without getting sucked into time-wasting activities — might sway the masses. We will continue to explore this issue in future polls.

Do you want to participate in future polls? Sign up for the CFA Institute Financial NewsBrief.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

About the Author(s)
Ron Rimkus, CFA

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics