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Latin America Sales Team

Ranking Overview Methodology

It’s been more than a year since sales in Latin America went abruptly virtual for the region’s top providers and their clients. 

“Like most of our colleagues, we downloaded Zoom for the first time in March and obviously it has transformed how business is done and access in general — but clients still demand and value quality over quantity,” said Ashley Farrar, head of U.S. sales at BTG Pactual. 

When it comes to selecting the highest quality sales team in the region, investment professionals have chosen the domestic firm as the No. 1 member of Institutional Investor’s 2021 Latin America Sales Team.

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To select the members of Institutional Investor’s 2021 Latin America Sales Team, we invited participants in the broader research survey to rate the firms with the best sales team based on 6 attributes. We received responses from some 270 buy-side money managers at 207 firms.

Top 10 table was produced based on overall vote count. Voters are required to meet eligibility requirements, and all ballots are subject to review by II’s Research Operations Group.

The 2021 Latin America Sales Team ranking was compiled by Senior Project Manager Tucker Ewing and Associate Project Managers Denise Best and Xiao Lu.

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