INDUSTRY LEADING QUALITATIVE SURVEYS & RESULTS
II Research produces unique insights and actionable data across 10 different global markets and key capital market players, spanning North America, Latin America, developed Europe, emerging EMEA and Asia-Pacific.
WHO WE ARE
Independent Data-driven Insights
For over 50 years, Institutional Investor has been conducting independent research surveys with global investment professionals who evaluate and determine the best performing sell side service providers, asset managers and CEOs, CFOs, IROs and IR Programs across Europe, Emerging EMEA, Asia Pacific, North America and Latin America. The research data independently captures evaluations of companies, investment professionals and executives from investment managers, banks, research providers and corporate issuers, to deliver detailed peer-to-peer comparative analyses every year; the feedback helps inform strategic decision making and improve resource and process management.
OUR MISSION
Research surveys are an independent platform for investment professionals to select the best-in-class of top sell-side research and provide valuable qualitative feedback on the provision, acquisition and consumption of research advisory services. The buy side’s assessment helps the sell side to optimise their service in a competitive market, manage their resources and ensure that they focus their efforts on the most profitable market segment.
RESEARCH PROVIDER SURVEYS
Research surveys are an independent platform for investment professionals to select the best-in-class of top sell-side research and provide valuable qualitative feedback on the provision, acquisition and consumption of research advisory services. The buy side’s assessment helps the sell side to optimise their service in a competitive market, manage their resources and ensure that they focus their efforts on the most profitable market segment.
EXECUTIVE TEAM SURVEYS
Executive Team surveys are an independent platform for investment and sell-side professionals to evaluate credibility, communication, financial stewardship and capital allocation of corporate leadership, as well as IR effectiveness across multiple activities. The results from the survey, an in-depth perception and benchmark analysis (II Insights), capture the sentiment and trust level of stakeholders in their equity assets.
EXTEL RESULTS
In March 2018, Euromoney Institutional Investor plc acquired Extel, integrating the company into the II Research business, which is internationally recognised for its Sell-side and Corporate performance research and rankings. The acquisition combines best practices across both products and further strengthens the value proposition we continually strive to produce for our clients. Collectively, our mission is to be the first-choice and independent validation source of qualitative market intelligence for Equities, Fixed Income and Corporate Executive Team performance globally.
In 2020, we combined the Extel Survey (traditionally polled in March/April) with the Institutional Investor Europe Survey (traditionally polled in September), to a unified survey. Please contact us for past results and how to participate in future surveys.
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Achieving a ranking(s) in the Institutional Investor survey is a way of crystallizing the importance and relevance of aspects of our franchise to our clients
David May, Global Head of Research, HSBC -
The feedback we receive from the I.I. poll is valuable to us as it represents the views of our institutional clients and crystalizes their assessment of our thought leadership as a firm overall and in individual sectors.
Nick Rosato, Head of North American Research, J.P. Morgan -
The Institutional Investor awards play a vital role in establishing the reputation, attracting investment, promoting sustainability and fostering trust and confidence among Institutional Investors
Isabel Sanchez, Deputy Head of Investor Relations, Iberdrola SA -
As a fundamental, research-driven investment organization, our deep sector expertise and long-standing engagement with management teams is pivotal to understanding the long-term strategy and goals of the companies we invest in. I am pleased to see so many corporate voters recognize our differentiated research and corporate access model as part of Institutional Investor’s 2023 All-America Equities awards.
Eric Veiel, Head of Global Equity and Chief Investment Officer, T. Rowe Price -
"II Research is a unique industry benchmark which is a critical tool for our business. With high investor participation, good quality data and a comprehensive results package, II Research is a tool we rely on 12 months a year."
Aurelie Moyse, Head of Research Client Strategy, BNP Paribas -
There’s a saying in the consumer and retail world that what’s said about you when you’re not in the room is the best validation of how good you are.
JP O'Meara, SVP Investor Relations, Royal Ahold Delhaize -
Institutional Investor’s independent IR Perception and Benchmark analysis, derived from the annual All-Europe Executive Team survey, allows us to objectively assess our IR activities relative to our peers – in and outside our sector and region. Understanding best in class and benchmarking ourselves has been a great value in raising the bar and becoming better. The detailed analysis and consultation with the II team allowed us to identify action-specific take outs that help inform our IR outreach to be more targeted when engaging with specific investor groups – by region or size.
Head of IR, GN Store Nord