II Research Newsroom - August 2023

Welcome back to II Research Newsroom! 

​​​As part of a wider review of the Institutional Investor brands and brand strategy, we’ve recently conducted 20 interviews with current, lapsed, and prospective clients regarding their experiences with and perception of Institutional Investor. While these have been reassuringly positive, we’ve also learnt about areas where we can further develop our services which we will be reviewing over the coming months. We’d like to thank those who gave up their time to offer this feedback – it’s greatly appreciated. We will continue to provide updates on this work in upcoming newsletters. 

To view our latest survey calendar, along with key 2024 dates, please click here. We‘d also like to take this opportunity to introduce our operations team, who provide a vital function to our business. As you’re no doubt aware, our surveys take time and considerable effort to produce! To learn more the team (and the rigor our surveys are subjected to), click here

Coming Soon: Europe & Emerging EMEA Equities Awards Dinner & Ceremony

Event date: 28th September
Venue: Hilton London Bankside, London, UK

Institutional Investor's Europe & Emerging EMEA Equities Awards Dinner & Ceremony celebrates excellence from the sell-side, asset management and corporates within the European equities industry.

Hosted after the launch of our 2023 Equity Survey results, this event will celebrate the outstanding contributions of the most influential firms:

* Winners from over 60 categories in Research, Sales and Trading.
* Best Corporate Investor Relations and Executive Management Teams
* Best Asset Management Firms
 
Click here for more information. 
 

RSVP Today

2023 Asia (ex-Japan) Research & Executive Team Results Now Live

Asia (ex-Japan) Research
Results live: 1st June

​​​​​After another uneven year in Asia, from a lagging China to global macro pressures and geopolitical concerns, the beginning of 2023 is showing more bright spots for investors — and opportunities for their sell-side research firms. The survey reflected the independent feedback of 5,484 portfolio managers and analysts at over 1,500 institutions, an increase of over 14% in voter participation from 2022.
 
Click here to access results.

Our press release is available to
view here

Click here to read II's editorial piece '
The Research Firms Helping Investors Navigate Asia.' 

Asia (ex-Japan) Executive Team
Results live: 21st June


A total of 6,474 (up over 17% from last year) investors, portfolio managers and analysts from 1,646 voter firms participated in this survey, nominating a total of 1,608 companies and 2,504 individuals across 18 sectors. This included 5,660 buy-side professionals from 1,488 buy-side companies with an estimated $2 trillion in Asia (ex-Japan) equities and 814 sell-side analysts from 158 companies.

We also had the pleasure of interviewing Jerry Harn, President of Fubon Financial Holdings on his thoughts on the company's successes on investor relations, fintech and their ESG journey. Click here for the full interview.  
​​​​​​
Click here to access results

Our press release is available to
view here

Click here to read II's editorial piece '
Here's How Asia's Top CEOs Think About Leadership During Challenging Markets.

Click here to access results

2023 Latin America and Brazil Research & Executive Team Results Now Live

Latin America Research
Results live: 6th July

When it comes to the top research firms in the region, investors are taking a longer-term approach. The buy-side has once again stuck with the same trio of sell-side firms, according to Institutional Investor’s 31st annual Latin America Research Team survey. The participation in the survey is up significantly on last year and the results reflect the opinions of 906 (630 in 2022) investment professionals at 505 (408 in 2022) institutions.

Click here to access results.

Our press release is available to
view here

Click here to read II's editorial piece '
In a Year of Uncertainty for Latin America, Investors Swore by These Research Providers.'

Brazil Research
Results live: 6th July


Amid vast uncertainty, one provider has claimed the top spot in II’s All-Brazil Research Team. A tumultuous 2022 election cycle and a lagging market left investors with more questions than ever about Brazil. 

Click here to access results

Click here to read II's editorial piece '
A Definite Leader Has Emerged in Brazil.' 

Latin America Executive Team
Results live: 25th July


Top-rated chief executives from Mexico have one word to describe the opportunities of 2023 and beyond: nearshoring. A total of 1,105 investors, portfolio managers and analysts from 508 voter firms participated in the survey, nominating a total of 361 companies and 1,123 individuals across 16 sectors. The number of voters increased by 21% compared to 2022.


Click here to access results

Click here to read II's editorial piece '
Where Top Latin American Executives Are Looking for Growth.'

 

Click here to access results

2023 Japan Most Honored Companies Awards Dinner & Ceremony

Event date: 14th November
Location: Tokyo, Japan


Institutional Investor is excited to host the 2023 Japan Most Honored Companies Awards Dinner & Ceremony, which will take place at Shangri-La Tokyo, Japan. This awards ceremony will celebrate the Japan Companies who ranked at the top of II's 2023 Japan Executive Team survey for their corporate leadership and investor relations expertise as voted on by the buy- and sell-side analyst community.

Click here for more information

Investment Research Review: A Resurgence of UK SMID?

Following Rachel Kent’s investment research review, there are positive signals to reinvigorate the UK SMID market. David Enticknap, Head of II Research, explores the implications and how voting in this sector may be given a fillip not seen in many years...

Click here to read the piece

Upcoming Survey Results 2023
Research surveys

  • Developed Europe & Emerging EMEA: 6th September​​​​
  • America: 24th October
  • C​​​​anada: 26th October
  • ​​​​​Global Fixed-Income: 28th November​​​​
​​​Executive Team surveys
  • Developed Europe & Emerging EMEA: 7th September
  • America: 7th November
  • Canada: 5th December

    Our 2024 survey dates are now available to view on our website

Click here for full survey dates


London Stock Exchange Webinar
Thursday 12th September 14:00-15:00 BST


Our long-term partners, the LSE, are inviting David Enticknap, Head of II Research as a panellist for 'Equity research tailored for professional investors vs sophisticated investors: challenges and utility'

This will be a lively discussion; expect to hear views on the challenges equity research suppliers face while serving professional and sophisticated investors and how each group of investors uses equity research in their decision-making process. 

Registration is free and viewers can submit questions in advance to the panel.


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,
II Research

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

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