J.P. Morgan Retains First Place on Institutional Investor's 2017 All-America Research Team

NEW YORK, Oct. 10, 2017 -- J.P. Morgan once again takes the crown as the best American research firm, with the bank’s analysts recognized in 42 of the 60 investment sectors covered in the annual survey of the region’s best sell-side analysts. 

In second place is Bank of America Merrill Lynch with 33 total positions and Evercore ISI close behind with 29 position who claims third place, each holding onto their spots from last year.  UBS also held onto their No.4 position from last year yet tying with Barclays and Morgan Stanley, each claiming 28 team positions apiece.

It’s clear the buy side keeps coming back to its favorite sell-side research teams, demonstrating a high barrier to entry for new equity analysts that is expected to increase alongside the challenges facing the sell-side research industry. 

Of the 60 first place analyst teams recognized this year as the best in their sector, 41 of them took home first place wins last year. And just nine categories featured brand-new champions — analysts making first team for the first time – all hailing from Bernstein, Evercore ISI, J.P. Morgan, and UBS.

Rounding out this year's top ten firms:

“This year, MiFID II has dominated the agenda on both sides of the Atlantic. As firms look to position themselves as effectively as possible in a declining wallet scenario, it is fascinating to see some of the leaders table and people moves that have taken place, and the results that has had,” says Will Rowlands-Rees, Managing Director Research Institutional Investor. “This of course is supported by another record year of participation from the asset managers to whom those research providers deliver their services, something that we are both extremely humble and grateful for.”

A total of 308 analysts/teams from 28 firms are cited on the roster, which is limited to the top three squads in each sector, plus runners-up where applicable. Subscribers can access all of these results online.

The full report names 2,937 analysts from 105 firms, who met minimum-vote and other eligibility criteria. For more information contact Esther Weisz at 212-224-3307 or [email protected].

The 2017 All-America Research Team survey reflects the opinions of some 4,312 individuals at 1,357 firms that manage an estimated $11.9 trillion in U.S. equities.

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