Greenwich Associates

Baird consistently receives top scores from small-cap and mid-cap fund managers relative to our bulge-bracket and middle-market competitors.

Overall  
  2018 2017 2016 2015 2014
“Overall quality in sales, corporate access and research“ 1 1*

Research  
  2018 2017 2016 2015 2014
“Important small-/mid-cap research advisory firm” 1 1 1 1 1
"Overall research and analyst service quality" 1 1 2 1 1
"Quality of analyst service" 1 1 1 1 1
"Greatest knowledge of companies and industries" 1 1 1 1 2

Sales & Corporate Access  
  2018 2017 2016 2015 2014
“Overall sales and corporate access quality” 1 1 2 2 1
“Important firm for small-/mid-cap corporate access” 1 1 1 1 3
"Capability of sales professional" 1 2 2 1 1
"Most useful conferences and seminars" 2 2 2 2 3
"Share of distinct industry citations" 1 1 1 1 1
"Best tailors research to investors" 1 3 3 1 2

 

*This category was introduced in 2017.

Greenwich Associates North American Equity Investors – U.S. Small-/Mid-Cap Funds and U.S. Equities Sales, Corporate Access & Research, May 2018. Surveys conducted with 110 small-cap and mid-cap fund managers and 194 fund managers and 275 traders, respectively. Rankings for qualitative metrics based on leading research firms in surveys.