Around the time of the financial crisis in 2008, more asset managers began formalizing and improving their engagement with the companies they invested in. Ten years later, the Covid-19 pandemic happened — and all interaction with executives and investor relations professionals suddenly had to be done remotely.
The pandemic proved that was possible. But corporate access teams at asset managers say there is still a lot of value in their portfolio managers and analysts meeting in-person with company leaders. They are also building tools and doing anything else they can to better those consequential lines of communication.
And some asset managers are better at it than others.
The buy-side rankings are based on U.S. corporate (IRO) input collected in the CIV survey during May-July 2022. In this survey, we asked investor relations officers to identify best asset management firms across the following attributes:
- Best Active Engagement to Support & Encourage Long-term Business Plans
- Efficient Engagement Across Funds
- Knowledge of Your Sector
- Ongoing Feedback
Results were aggregated to produce overall, category level and sector level results.