William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, recently announced results in the Greenwich Associates annual survey of small- and mid-cap portfolio managers which includes six No. 1 rankings.
"These survey results underscore William Blair's mission to provide research-driven insights and exceptional service to our clients," William Blair President and CEO John Ettelson said. "It is truly an honor to earn these high rankings from leading institutional investors."
"Our salesforce team is dedicated to delivering superior service to investors around the globe and we're very proud to receive top ratings in the areas of corporate access and equity sales coverage," said John Moore, head of Institutional Sales, Trading, and Research for William Blair.
"Our talented team is dedicated to delivering a top-quality research product that is consistently ranked high in the Greenwich survey," said William Blair's head of Research, John O'Toole. "I'm proud of their work and appreciate the confidence our clients have placed in the team."
William Blair was ranked No. 1 in six categories:
First Firm Relationships
Equity Sales Coverage
Capability of Equity Sales
Best Tailor Calls & Services
Provide Intensive Coverage
Market Segments Cited as the No. 1 Research Provider
Healthcare – Equipment & Supplies
IT – Application Software
William Blair was ranked No. 2 in 11 additional categories:
Lead Research/ Advisory Firm
Top 5 Research / Advisory Firm
Quality of Research / Advisory Services
Provide Information and Insights to Generate Alpha
Quality of Equity Analyst Service
Best Thematic Research
Healthcare-Providers & Services
Internet Services & Infrastructure
Diversified Commercial & Consumer Services
Most Useful Conferences / Industry Seminars
William Blair provides in-depth coverage of more than 600 companies, the majority of which are growth-oriented in six sectors—consumer; global industrial infrastructure; global services; financial services and technology; healthcare; and technology, media, and communications.
About Greenwich Associates
Greenwich Associates is the leading global provider of data, analytics, and insights to the ﬁnancial services industry. Greenwich Associates 2020 surveys of North American equity investors were conducted with 91 small- and mid-cap fund managers and 228 U.S. buy-side trading desks that use electronic trading.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.