Evercore ISI Tops US Equity Research for First Time

Evercore ISI Tops US Equity Research for First Time

For the first time, Evercore ISI was ranked No. 1 among all firms for analysts on a weighted basis in Institutional Investor’s All-America Equity Research survey. This overall rank is determined by applying the greatest weight to the highest-ranked individuals in each category.

In addition, for the ninth consecutive year, Evercore ISI was recognized as the top-ranked independent research franchise. In all, Evercore ISI claimed 13 of the top positions (a tie for the highest of any firm) and collected a total of 42 positions.

Ed Hyman, Evercore ISI’s Founder and Chairman, was again awarded the No. 1 position in the economics sector, a recognition he has earned 42 times in the 50-year history of the survey. The 2022 All-America Research Team named by Institutional Investor reflects the opinions of more than 3,700 investment professionals from over 1,500 asset management firms and institutions, according to the magazine.

“It’s a competitive field, to say the least, and everyone tries very hard to win,” Mr. Hyman said. “The list of wins is impressive and reflects a year-long effort that happens only with a strong team approach across research, sales, and trading. Most importantly, we win by focusing on and helping our clients, and we thank our clients for their continued recognition and partnership.”

Mike Paliotta, CEO of Evercore ISI, said, “Ed founded our business on an unwavering commitment to high-quality research and client service. In challenging markets like we are seeing this year, our dedication to Ed’s founding principles is appreciated more than ever by our clients. These II results are a product of our excellent content as well as the deep client relationships developed by our sales and trading professionals over many years. We are proud of our entire team and grateful to our clients for their support.”

“We are focused on providing the highest-quality research content and independent thinking to our investor clients,” added Marc Harris, Evercore ISI Director of Research. “We believe our ability to combine macro and fundamental analysts’ work into investment themes is a strong differentiator. In addition, the appearance of three new analysts to our #1 roster this year is a testament to our commitment to hiring, developing, and supporting the best talent on the street.”

Evercore Chairman and CEO John Weinberg said, “We are proud of the accomplishments of our Evercore ISI team and honored to be recognized with this number one weighted ranking. It is our aspiration to serve our clients with excellence and to continuously bring value, perspective, and judgement to all our interactions with them.”

First Team
Analyst Sector
David Motemaden Insurance/Nonlife
David Raso Machinery, Engineering & Construction
Ed Hyman Economics
Glenn Schorr Brokers, Asset Managers & Exchanges
James West Oil Services & Equipment
Josh Schimmer Biotechnology/Small- & Mid-Cap
Krishna Guha Washington Research
Rich Ross Technical Analysis
Stephen Kim Homebuilders & Building Products
Steve Sakwa REITs
Thomas Gallagher Insurance/Life
Umer Raffat Biotechnology/Large-Cap
Umer Raffat Pharmaceuticals/Specialty
Second Team
Analyst Sector
Amit Daryanani IT Hardware & Electronics Manufacturing Services
C.J. Muse Semiconductors & Semiconductor Capital Equipment
Elizabeth Anderson Health Care Technology & Distribution
Glenn Schorr Banks/Large-Cap
Greg Melich Retailing/Broadlines & Hardlines
John Pancari Banks/Mid-Cap
Stephen Richardson Oil & Gas Exploration & Production
Umer Raffat Pharmaceuticals/Major
Vijay Kumar Life Science & Diagnostic Tools
Third Team
Analyst Sector
David Palmer Restaurants
Duane Pfennigwerth Airlines
Jonathan Chappell Shipping
Mark Mahaney Internet/Large-Cap
Mark Mahaney Internet/Small- & Mid-Cap
Oscar Sloterbeck Economics
Robert Ottenstein Beverage, Household & Personal Care Products
Vijay Kumar Medical Supplies & Devices
Analyst Sector
Amit Daryanani Telecom & Networking Equipment
Chris McNally Autos & Auto Parts
David Palmer Food Producers
James West Clean Energy
John Pancari Consumer Finance
Kirk Materne Software/Large-Cap
Liisa Bayko Biotechnology/Small- & Mid-Cap
Omar Saad Retailing/Department Stores & Specialty Softlines
Stephen Richardson Integrated Oil
Tobin Marcus Washington Research
Vijay Jayant Cable, Satellite & Telecom Services
Vijay Jayant Media

Source: Evercore

Related articles

  1. C.S. Venkatakrishnan said his prognosis is excellent and his condition is curable.

  2. The agencies found a shortcoming related to data quality and data management.

  3. Goldman Sachs Asset Management agreed to pay a $4m penalty.

  4. Credit Suisse’s strategy is good news for its 2,800 employees at Madison Avenue

    Investment bank has been impacted by industry-wide slowdown in capital markets and reduced sales & trading.

  5. AllianceBernstein will deconsolidate Bernstein Research from its financial statements after closing.