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Evercore ISI named # 3 in U.S. Equity Research by Institutional Investor’s
All-America Equity Research Survey
NEW YORK, October 6, 2016 – Evercore ISI was named #3 in Institutional Investor’s All-America Equity Research survey, with
30 ranked analysts in total. This marks the third year in a row that Evercore ISI has placed in the top 5 firms in the annual survey.
On a weighted basis (i.e. higher weighting assigned to a #1 rank and lower weighting assigned for a runner-up rank) Evercore ISI
ranked #2 to J.P. Morgan.
The 2016 All-America Research Team reflects the opinions of more than 3,800 individuals from more than 1,000 buy-side firms,
including more than 90 of the 100 biggest U.S. equity managers, which collectively manage an estimated $11.6 trillion in U.S.
equities, according to the magazine.
Evercore ISI has the second-highest number of #1 analysts, behind J.P. Morgan. Evercore ISI’s #3 rank in 2016 represents the
highest finish by a non-bulge-bracket firm since 1995, when Donaldson, Lufkin & Jenrette Securities Corp. captured second place.
“We are very pleased to achieve this high level of recognition from Institutional Investor,” said Ralph Schlosstein, President and
Chief Executive Officer. “This achievement reflects our commitment to delivering value to our clients through the most elite
independent research, dedicated client access and overall client service.”
Ed Hyman, Evercore ISI’s Chairman, said “This is a team effort, period. But most important, this is an opportunity for us to thank
our clients for their support.”
First Team
Analyst
David Raso
Gregory Melich
Douglas Terreson
James West
Stephen Sakwa
Mark Schoenebaum
Mark Schoenebaum
Mark Schoenebaum
Umer Raffat
Christopher Muse Jr.
Ed Hyman
Krishna Guha
Third Team
Sector
Machinery
Retailing/Broadlines & Hardlines
Integrated Oil
Oil Services & Equipment
REITs
Biotechnology/Large-Cap
Biotechnology/Mid- & Small-Cap
Pharmaceuticals/Major
Pharmaceuticals/Specialty
Semiconductor Capital Equipment
Economics
Washington Research
Second Team
Analyst
Sector
Glenn Schorr
Brokers, Asset Managers & Exchanges
Jonathan Schildkraut Communications Infrastructure
Analyst
Jonathan Chappell
Stephen East
Timm Schneider
Stephen Richardson
Ross Muken
Ross Muken
Dennis DeBusschere
Dennis DeBusschere
Richard Ross
Sector
Shipping
Homebuilders & Building Products
Natural Gas
Oil & Gas Exploration & Production
Life Science & Diagnostic Tools
Health Care Technology & Distribution
Portfolio Strategy
Equity-Linked Strategies
Technical Analysis
Runner-up
Analyst
Robert Ottenstein
Omar Saad
Sector
Beverage, Household & Personal Care Products
Retailing/Dept. Stores & Specialty Softlines
Gregory Gordon
Timm Schneider
Glenn Schorr
John Pancari
Pankaj Patel
Electric Utilities
Master Limited Partnerships
Banks/Large-Cap
Banks/Mid-Cap
Quantitative Research
About Evercore
Established in 1995, Evercore (NYSE: EVR) is a leading global independent investment banking advisory firm. Evercore advises a
diverse set of investment banking clients on a wide range of transactions and issues and provides institutional investors with high
quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. The Firm also offers
investment management services to high net worth and institutional investors. With 28 offices in North America, Europe, South
America and Asia, Evercore has the scale and strength to serve clients globally through a focused and tailored approach designed to
meet their unique needs. More information about Evercore can be found on the Company’s website at www.evercore.com.
Investor Contact:
Robert B. Walsh
Chief Financial Officer, Evercore
+1.212.857.3100
Business Contact:
Vinayak Singh
Evercore ISI
+1 212.446.9401
Media Contact:
Dana Gorman
The Abernathy MacGregor Group, for Evercore
+1.212.371.5999