Methodology

To select the members for Institutional Investor’s 2018 Latin America’s Top Corporate Access Providers, we invited participants in the 2018 Latin America Research Team and 2018 Latin America Executive Team Surveys to rank (1st - 4th) firms that provided the best corporate access based on six attributes.

From the 2018 Latin America Research Team survey, representing the buy-side point of view, we received responses from 693 investors at 394 firms. This group voted for sell-side firms in 20 industry and country sectors. The six attributes polled were: Which firm facilitates one-on-one meetings with executives that best align with your investment priorities; Which firm facilitates site visits/factory tours that best help you make your investment decisions; Which firm hosts investor conferences that bring new insight, connections and perspectives on the industry; Which firm organizes nondeal road shows that best align your priorities; Which firm provides the best communicated and executed logistics to support Corporate Access; and Which firm provides the most in-depth and high-quality feedback between corporates and investors on an ongoing basis. Each attribute score was based on the asset size of the voting institution and the place awarded to the firm.

From the 2018 Latin America Executive Team Survey, representing the corporate point of view, 180 corporates voted for sell-side firms and third-party providers. The six attributes ranked were: Who brings you investors to meet your executives that most align with the investors you are looking to have invest in your company; Who best brings investors to visit your facilities that best match your mutual priorities; Hosting investor conferences that bring new insight, connections and perspectives on the industry; Who organizes nondual road shows that best align with your priorities; Who creates the best feedback loops between companies and investors on an ongoing bases; Which firm provides the best communicated and executed logistics to support Corporate Access. Each attribute score was based on the place awarded to the firm.

The Corporate Access Leaders table, based on the buy-side voter’s survey, was calculated by adding together a firm’s overall attribute scores within each industry sector, comprising firms that ranked first, second and third.

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.

The names of those surveyed and the institutions for which they work 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.

The 2018 Latin America’s Top Corporate Access ranking was compiled by Senior Research Editor Tucker Ewing and Associate Research Editor Denise Hoguet.