Greenwich Associates

Baird consistently receives top scores from small-cap and mid-cap fund managers relative to our bulge-bracket and middle-market competitors.

Research  
  2016 2015 2014 2013 2012
"Top 5" research/advisory firm for importance 1 1 1 1 1
"Overall research and analyst service quality" 2 1 1 1 2
"Information and insights that generate alpha" 1 1 1 1 2
"Greatest knowledge of companies and industries" 1 1 2 1 1
"Quality of analyst service" 1 1 1 1 1
"Makes most visits and calls" 2 1 1 3 1

Sales & Corporate Access  
  2016 2015 2014 2013 2012
"Overall sales quality" 2 2 1 1 1
"Access to small-/mid-cap companies' management" 1 1 1 1 2
"Capability of sales professional or team" 2 1 1 1 1
"Most useful conferences and seminars" 2 2 3 4 3
"Best coordinates access to analysts" 1 2 1 1 3

 

1Greenwich Associates U.S. Equity Investors – Small-/Mid-Cap Funds, 2004-2016. Survey conducted with 96 U.S. small-cap and mid-cap fund managers. Rankings for qualitative metrics based on leading research firms in survey.