Methodology

To select the members of Institutional Investor’s All-Brazil Sales Team, we invited participants in the broader research survey to rank (1st-4th) the best generalist sales teams based on 5 attributes. We received responses from 450 buy‐side analysts and money managers at 301 institutions, which manage an estimated $119 billion in Brazil 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’ Brazil 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 Brazil commission bands.

The 2019 All-Brazil Generalist Sales Team was compiled by Senior Project Managers Tucker Ewing and Denise Hoguet and Associate Project Managers Denise Best and Xiao Lu.