Survey Results
Measure it, improve it. We provide the highest quality, independent peer-to-peer performance analysis and competitive benchmarking with the tools – and the expertise – to make them work for you.
Huge depth and breadth
Thousands of firms rated across ten countries and regions, giving exactly the right measures and comparators to inform your decision-making.
Data from markets in six continents.
C-Suite and corporate function rankings.
Our Over 26,000 investment professionals voting.
Achieving a ranking(s) in the Institutional Investor survey is a way of crystallizing the importance and relevance of aspects of our franchise to our clients
David May, Global Head of ResearchReliable findings
Results you can trust based on over 50 years of experience.
Reliable findings
Results you can trust based on over 50 years of experience.
Detailed information on survey structure, data collection and interpretation.
The largest surveys of their kind, generating high quality, statistically valid data on which to base decisions.
The three sides of investment community rate each other independently, producing unbiased perspectives that can’t be gamed.
There’s a saying in the consumer and retail world that what’s said about you when you’re not in the room is the best validation of how good you are
JP O'Meara, SVP Investor Relations
There’s a saying in the consumer and retail world that what’s said about you when you’re not in the room is the best validation of how good you are
JP O'Meara, SVP Investor RelationsBrowse Results
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Tailored to your needsQ&A
How many rankings do you produce each year?
We conduct ten surveys globally, spanning North America, Latin America, Developed Europe, Emerging EMEA and Asia-Pacific across equities and fixed income. The research data independently captures evaluations of companies, brokers and executives from investment managers, broker firms and corporate issuers, to deliver detailed peer-to-peer comparative analyses every year. Each survey varies in complexity according to the size of the market but they general cover industry, country and macro categories for research, as well as sales, corporate access & trading and the C-Suite for corporates.
What are the requirements for sell side analysts to be listed on the roster?
An analyst must publish investment research during the period covered by the poll. Each survey is divided into at least two main voting categories: industries and macro. The majority of surveys also include a country voting category. Analysts must be certified pursuant to Regulation AC (or equivalent) to be recognized as winners or team leaders in all industry sectors. (There is no such restriction in the economics and strategy categories.) Winners must achieve a minimum vote count. We will provide guidance on analyst coverage limits in each survey.
How are the research rankings determined?
Both the firm and individual rankings are determined by a numerical score which is detailed in the methodology document issued for each survey. Votes are weighted by the voting firm’s commission payout, or in some surveys, by the firm’s assets under management. Weighted points are used to create the rankings for each sector. First, second, third and Runner-Up (RU) positions are published. To achieve an RU place, the score must fall within 35% of the third-place score.
What is an executive team survey?
Our executive team rankings illustrate how corporate leaders and companies are viewed by investment professionals by both the buy and sell side. We currently publish seven equity perception studies, covering Asia (ex-Japan), Canada, Developed Europe, Emerging EMEA, Japan, Latin America, and the United States.
What is the corporate insights survey?
Investor Relations Officers are invited to participate in the corporate insights survey. As part of this survey, they vote for their top sell side firms and analysts, as well as their top asset managers. In addition, they answer trend questions about IR best practices.
What else do we do?
And how could it help you drive improvement?Insights Dashboards
Our Insights Dashboards give you the tools to interrogate our decades of global survey findings.
Awards & Licences
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