Methodology

To select the members of Institutional Investor’s Latin America Sales Team, we invited participants in the broader research survey to rank (1st-4th) generalist sales teams based on 5 attributes. We received responses from 590 buy‐side analysts and money managers at 363 institutions, which manage an estimated $216 billion in Latin America equities.

The 5 sales attributes included on the ballot are: Adding value to research; Best Understanding of Client Needs; Good Service and Responsiveness; Quality of Idea Generation; Which Sales Team Provides the Best Global Context for Brazil Portfolios. Scores were produced for each firm based on the size of the respondent institutions’ Latin America equity assets under management and the place it awarded to the sell-side firm (first, second, third or fourth) per attribute. The final overall score for each firm was then used to establish the Top 10 Best Generalist Sales Firms.

In addition to the AUM-weighted Top 10 table described above, this year we are including a Top 10 weighted by the voting firm’s Latin America commission bands.

The individuals surveyed are kept confidential to ensure their continuing cooperation. Voters must meet eligibility requirements, and winners must achieve a minimum vote count. All ballots are subject to review by our Research Operations Group.

The 2019 Latin America Sales Team ranking was compiled by Senior Project Managers Tucker Ewing and Denise Hoguet and Associate Project Managers Denise Best and Xiao Lu.