Greenwich Associates

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

Overall  
  2017 2016 2015 2014 2013
“Overall quality in sales, corporate access and research“ 1*

Research  
  2017 2016 2015 2014 2013
“Important small-/mid-cap research advisory firm” 1 1 1 1 1
"Overall research and analyst service quality" 1 2 1 1 1
"Quality of analyst service" 1 1 1 1 1
"Greatest knowledge of companies and industries" 1 1 2 1
“Information and insights that generate alpha” 2 1 1 1 1
"Best industry coverage” 1 1**

Sales & Corporate Access  
  2017 2016 2015 2014 2013
“Overall sales and corporate access quality” 1 2 2 1 1
“Important firm for small-/mid-cap corporate access” 1 1 1 3 1
"Capability of sales professional" 2 2 1 1 1
"Best coordinates access to analysts" 2 1 2 1 1
"Most useful conferences and seminars" 2 2 2 3 4
“Distinct industry citations for U.S. equity sales” 1 1 1 1 1

 

*This category was introduced in 2017.

**This category was introduced in 2016.

Greenwich Associates U.S. Equity Investors – Small-/Mid-Cap Funds, 2004–2017. Survey conducted with 101 U.S. small-cap and mid-cap fund managers and 214 fund managers and 300 traders, respectively. Rankings for qualitative metrics are based on leading research firms in survey.