Greenwich Associates

Research 2015 2014 2013 2012 2011
"Overall research and analyst service quality" 1 1 1 2 1
"Top 5" research/advisory firm for importance 1 1 1 1 1
"Information and insights that generate alpha" 1 1 1 2 1
"Greatest knowledge of companies and industries" 1 2 1 1 1
"Quality of analyst service" 1 1 1 1 1
"Makes most visits and calls" 1 1 3 1 1

Sales 2015 2014 2013 2012 2011
"Capability of sales professional or team" 1 1 1 1 1
"Overall sales quality" 2 1 1 1 1
"Best tailors research to investment holdings" 1 2 1 2 1
"Provides intensive service" 2 1 5 4 1

Access 2015 2014 2013 2012 2011
"Access to small- / mid-cap companies' management" 1 1 1 2 1
"Most useful conferences and seminars" 2 3 4 3 1
"Best coordinates access to analysts" 2 1 1 3 1

 

Greenwich Associates U.S. Equity Investors – Small-/Mid-Cap Funds, April 2015. Survey conducted with 92 small-cap and mid-cap fund managers. Rankings for qualitative metrics are based on leading research firms in survey.