II Research Newsroom - August 2022
Welcome to the Summer edition of II Research Newsroom.

We look forward to welcoming you to our first-ever Europe & Emerging EMEA Equities Awards Dinner & Ceremony on the 7th of September. This is your last chance to reserve a table, the deadline for reservations is 31st August. Y
ou may reserve a table here. All updates regarding the dinner ceremony will be made on the event website and LinkedIn page so please keep checking these pages for further details. ​​​​

We have decided to postpone the launch of our ESG survey to 2023 and will be in touch with further dates. The survey will provide unique insights to help navigate through a lot of the noise on ESG across the financial landscape.

We are pleased to share that the 2023 survey calendar is now available. 
Click here to view the calendar.

 
II Insights Dashboard
Frequently asked questions for the Dashboard, an interactive tool which allows users to interrogate the survey data, can be downloaded here. For current sell side Dashboard users, please refer to this User Guide. The corporate version will follow later this year.
 

Research Providers

2022 Asia Research Survey Results

Results Live: 30th May
 
The 29th annual survey reflected the independent feedback of 4,813 portfolio managers and analysts at 1,406 institutions, up 27% in voter participation from 2021. Results were collated across 36 sectors, comprising 24 Industry/Macro and 12 Country/Region sectors. The results were dominated by three companies - Morgan Stanley, closely followed by UBS and Citi in joint second place, with Citi moving up the leader board from 2021.
 
Local brokers - For the second year, we recognised the top ranked local firms and analysts within each of the 11 Asia-Pacific Countries/Regions. Five companies dominated these results - Macquarie gaining five published positions from last year, CLSA, Jefferies, Nomura and Daiwa Securities Group.
 

Click Here to Access Results

2022 LatAM Research Survey Results

Results Live: 6th July

In its 30th year, voting took place across 20 industry sectors (including macro) and across Argentina, Chile, Mexico and North Andean Countries. A Latin America-Based company, BTG Pactual came out on top, followed by J.P. Morgan, BofA Securities, Bradesco BBI, UBS, Santander, Citi and Credit Suisse.

Our press release is available to view here

"Recession Fears Have Investors Looking to America. These Research Firms Are Here to Help."

Click Here to Access Results

Survey Results Coming Soon

2022 Developed Europe, UK SMID &
Emerging EMEA Research:
7th September

2022 All-America Research: 25th October

2022 Canada Research: 27th October


Click Here to Access Results

Corporate Investor Relations

 

2022 Asia Executive Team Survey Results

Results Live: 23rd June

A total of 5,524 investors, portfolio managers and analysts from 1,521 voter firms participated in this survey, nominating a total of 1,612 companies and 2,606 individuals across 18 sectors. The companies were rated on several core areas, including Financial Disclosure, Services & Communication and ESG as well as attributes for CEOs, CFOs and the Best IR Professionals.

Emerging trends identified:

  1. Negative market sentiment did not stop investors from voting.
  2. Current hot sectors in Asia - Consumer/Discretionary, Consumer/Staples and the Internet.
  3. More firms were being rated on ESG.
  4. The buy side and sell side continue to share different views.

Our press release is available to view here. 

"How Asia's Top CEOs Are Dealing With Inflation."

Click Here to Access Results
 

2022 LatAM Executive Team Survey Results

Results Live: 26th July
​​​​​
This year, over 900 investment professionals took part in the Latin America Executive Team survey in what is our most comprehensive LatAM Executive Team survey to date.
 
Emerging trends identified:
  1. Similarly, difficult market backdrop did not stop investors from voting.
  2. Current hot sectors in Latin America - Telecommunications, Media & Technology, Financials/Banks and Capital Goods.
  3. Most comprehensive ESG feedback to date.
Click Here to Access Results

Survey Results Coming Soon

2022 Developed Europe &
Emerging EMEA Executive Team:
12th September

2022 All-America Executive Team: 8th November

2022 Canada Executive Team: 6th December


Click Here to Access Results

IR Society Conferences & Awards

II Research has partnered with several IR Societies globally to recognise and celebrate outstanding Investor Relations, based on the results from the Executive Team surveys.
 
The document showcases 2022 conference and awards ceremonies based on independent performance validation for Corporates and investment professionals.

Click Here to Access the Document

Building Credibility in Investor Relations

Ursula Kizy, Director for the Americas, II Research, discusses the pertinent takeaways from the 2022 NIRI Conference, with the Executive Team’s credibility being covered in almost every session.
In addition to her own research, Ursula has found that credibility is the foundation which is built on:
  • Clarity and Consistency of Messaging
  • Granularity 
  • Honesty and Follow-Through

Click Here to Read the Document

 
If you are interested in our marketing license package, please click here. The package includes multiple benefits and opportunities to advance rankings’ visibility and to externalise your firm's and individual's positions. 

For a subscription to II Research data, please
click here for top line results from our research surveys, as well as premium journalism and alternative insights.

II Research also provides impactful consulting services with a deeper dive into the full data set, providing access to the voter universe, competitor analysis as well as peer group benchmarking.

 
If you have any questions or feedback, please get in touch at marketing@iiresearch.com.

​​​​​​You may visit our website for further II Research news and information. 

Kind Regards,
Institutional Investor Research

Institutional Investor Research is the leading provider of independent performance validation and qualitative market intelligence.

Stay connected

LinkedIn   |   Website   | Youtube
Can't see this email properly?   |  Email Preferences Page

Privacy, Copyright & Accessibility   |   Terms & Conditions