Evercore ISI Recognized as the Top-Ranked Firm in U.S. Equity Research for the Second Consecutive Year

Rhea-AI Summary

Evercore ISI ranked No. 1 in Institutional Investor's All-America Equity Research survey for the second year in a row. They have the most No. 1 ranked analysts with 15, including five new top analysts. The survey reflects the opinions of over 4,200 investment professionals from 1,600 asset management firms. Evercore ISI thanks their clients for their support and partnership.

Positive

• Evercore ISI ranked No. 1 in Institutional Investor's All-America Equity Research survey for the second consecutive year.
• Evercore ISI has the most No. 1 ranked analysts with 15, including five new top analysts.
• The survey reflects the opinions of over 4,200 investment professionals from over 1,600 asset management firms.

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• None.

NEW YORK--(BUSINESS WIRE)-- Evercore ISI was ranked No. 1 among all firms for analysts on a weighted basis in Institutional Investor’s All-America Equity Research survey for the second consecutive year. This overall rank is determined by applying the greatest weight to the highest-ranked individuals in each category.

Evercore ISI has the most No. 1 ranked analysts for the first time this year with 15, including five new top analysts. Additionally, six analysts ranked in the top three or as runner-up for the first time in new or additional sectors.

Evercore ISI Founder and Chairman Ed Hyman was again awarded the No. 1 position in the economics sector, a recognition he has earned 43 times over the 50-year history of the survey. The 2023 All-America Research Team named by Institutional Investor reflects the opinions of more than 4,200 investment professionals from over 1,600 asset management firms and institutions, according to the magazine.

“It is great to see the continued recognition that our team receives,’’ Mr. Hyman said. “It’s always a competitive field, and everyone tries very hard to win. But through teamwork, hard work and our unwavering focus on helping our clients, we continue to show success in the Institutional Investor survey. Most importantly, we thank our clients for their support and partnership.”

Mike Paliotta, CEO of Evercore ISI, said, “Ed built this business on high-quality research and excellent client service, and our entire team is dedicated to these principles. We continue to invest in our product and service offering and are very proud of our Research, Sales and Trading professionals who deliver for our clients every day. We thank our clients for this recognition.”

“Providing the highest-quality research and independent thinking to our investor clients has always been a pillar of our business,” added Marc Harris, Evercore ISI Director of Research. “For the first time, we have the most No. 1-ranked analysts on Wall Street. Furthermore, we increased the number of sectors in which our analysts ranked to 45, which shows our continued commitment to hiring, developing and supporting the best talent on the Street.”

Evercore Chairman and CEO John Weinberg said, “We thank our clients for this tremendous recognition and for their partnership. The outstanding results from Institutional Investor are a testament to the quality of our team and the commitment they bring to both the research product and to client service.”

First Team
Analyst		Sector
Amit Daryanani		IT Hardware & Electronics Manufacturing Services
David Palmer		Restaurants
David Raso		Machinery, Engineering & Construction
Ed Hyman		Economics
James West		Oil Services & Equipment
John Pancari		Banks/Mid-Cap
Jonathan Chappell		Shipping
Krishna Guha		Washington Research
Rich Ross		Technical Analysis
Shweta Khajuria		Internet/Mid- & Small-Cap
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		Telecom & Networking Equipment
David Motemaden		Insurance/Nonlife
Duane Pfenningwerth		Airlines
Elizabeth Anderson		Health Care Technology & Distribution
Glenn Schorr		Brokers, Asset Managers & Exchanges
Stephen Richardson		Oil & Gas Exploration & Production
Umer Raffat		Pharmaceuticals/Major
Vijay Kumar		Life Sciences & Diagnostic Tools

Third Team
Analyst		Sector
Mark Mahaney		Internet/Large-Cap
Mark Mahaney		Internet/Mid- & Small-Cap
Oscar Sloterbeck		Economics
Robert Ottenstein		Beverage, Household & Personal Care Products

Runners-Up
Analyst		Sector
Chris McNally		Autos & Auto Parts
David Palmer		Food Producers
Durgesh Chopra		Utilities
Glenn Schorr		Banks/Large-Cap
Greg Melich		Retailing/Broadlines & Hardlines
James West		Clean Energy
Jon Miller		Biotechnology/Large-Cap
Jonathan Chappell		Airfreight & Surface Transportation
Julian Emanuel		Equity-Linked Strategies
Kirk Materne		Software/Large-Cap
Michael Montani		Food Retailers
Stephen Richardson		Integrated Oil
Vijay Jayant		Cable, Satellite & Telecom Services
Vijay Jayant		Media
Vijay Kumar		Medical Supplies & Devices

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20231024817405/en/

Business Contact:

Marc Harris

Evercore ISI Director of Research

(212) 653-9048

Communications@Evercore.com

Media Contact:

Jamie Easton

Head of Communications & External Affairs

Communications@Evercore.com

Or

Shree Dhond / Zach Kouwe

Dukas Linden Public Relations

Evercore@DLPR.com

(646) 722-6531

Investor Contact:

Katy Haber

Head of Investor Relations & ESG

InvestorRelations@Evercore.com

Source: Evercore

FAQ

Who was ranked No. 1 in Institutional Investor's All-America Equity Research survey?

Evercore ISI was ranked No. 1.

How many No. 1 ranked analysts does Evercore ISI have?

Evercore ISI has 15 No. 1 ranked analysts.

How many investment professionals were surveyed?

Over 4,200 investment professionals were surveyed.

How many asset management firms were represented in the survey?

Over 1,600 asset management firms were represented in the survey.