Methodology

To select the members for Institutional Investor’s 2020 Latin America’s Top Corporate Access Providers, we invited participants in the 2020 Latin America Research Team and 2020 Latin America Executive Team Surveys to provide feedback on the firms that provided the best corporate access, overall and on a number of attributes.

From the 2020 Latin America Research Team survey, representing the buy-side point of view, we received responses from 190 investors at 153 firms. This group rated sell-side firms on a scale from 1 to 5 for the overall corporate access they provided in eight countries/regions: Argentina, Asia Pacific, Brazil, Chile, Europe, Mexico, North Andean Countries, and US & Canada.

Each vote was weighted by the voting firm’s Latin America commission range and the rating awarded to create the rankings. Additionally, a second result was created using the assets under management, rather than commissions, as the weighting.

The Corporate Access Leaders table, based on the buy-side voter’s survey, was calculated by adding together a firm’s overall corporate access scores within each region to produce a table of the top ten firms.

From the 2020 Latin America Executive Team Survey, representing the corporate point of view, 130 corporates voted for sell-side firms and third-party providers. The five attributes ranked were: conferences, feedback, investor introductions, non-deal road shows, and site visits. Each attribute score was based on the place awarded to the firm. Scores were then aggregated to create the overall result.

The Corporate Access Leaders table, based on the corporates’ responses, tabulated each firm’s overall attribute scores to produce a table comprised of the top-ten firms. A top-three table also highlights the top-ranked firms for each category.

The names of those surveyed are kept confidential to ensure their continuing cooperation. Voters are required to meet eligibility requirements, and all ballots are subject to review by II’s Research Operations Group. Results are also subject to inspection by an independent auditor.