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Latin America Research Providers

Ranking Overview Methodology

With domestic and global elections reverberating through the region, a familiar group of sell-side firms is getting it right for both domestic and international investors looking for different answers

A supercycle of elections is sweeping across Latin America in 2024 and bringing uncertainty to both local and international investors along with it.

By the end of the year, six countries—the Dominican Republic, El Salvador, Mexico, Panama, Uruguay and Venezuela—will have held presidential elections. Additionally, Brazil and Chile will hold municipal elections in the fall.

2024 Latin America Equity Research Methodology

Picking the Team

To select the members of our 32nd annual Latin America Research Team, II Research solicited opinions of directors of research and investment professionals at asset management firms with significant securities holdings in Latin America. We received responses from 829 individuals at 467 firms. The names of individuals surveyed are kept confidential to ensure their continuing cooperation.

This year, participants rated their top firms in each sector and then separately rated individual analysts or economists/strategists at those firms to create two distinct rankings for each sector. A numerical score was produced by weighting each vote based on the respondent’s Latin American commission range and the average rating awarded. This created the Commission-weighted Leader table rankings.

Using those scores, ranks were determined. Firms/analysts were designated runners‐up when their scores came within 35 percent of the third-place scores. For the analyst rankings, individuals, who switched firms after February 19, 2024, are cited at their previous organizations.

Voters, in the survey, must meet eligibility requirements, and winners must achieve a minimum vote count. All ballots are subject to review by our Research Operations Group.

The 2024 Latin America Research Team was compiled by Project Managers Tucker Ewing, Janet Godden and David Racadio.

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