Just four years ago, the UBS Equity Research was at number seven in the Institutional Investor’s ranking. But a change in the way they approach research has resulted in climbing steadily year on year, and today they are number one and the world’s largest sell-side team of experienced primary research experts.
The ranking, based on votes by buy-side analysts and portfolio managers, is an important distinction for sell-side analysts and research teams. Clients voted for their preferred research analysts and teams in each region. Collectively, this resulted in UBS holding 162 leading positions across the world, ahead of more than 270 other sell-side firms competing in the polls.
What caused this success? “While others cut back, we’ve continued to invest in research,” says Juan-Luis Perez, Global Head of Research, adding that the results of the survey “underline the progress we continue to make and the strength of UBS’s global equity research franchise, our analysts and differentiated research platform.” One thing is certain, having top-ranked analysts globally is key because they are in the best position to identify the research questions that matter the most to investors.
Collaboration, innovation and determination
The mission of UBS Research is to provide question-driven, evidence-based research to leading institutional investors globally. UBS Research analysts now work together with primary research experts from the UBS Evidence Lab to uncover new evidence that helps validate their views. To address the questions that matter most to our clients, the UBS Evidence Lab team applies the appropriate research methods from their toolkit of quantitative market research, digital footprint analysis, geospatial analysis, data science and statistical modeling. Whatever the question, they find a method to tackle it – even if it means tearing down an electric car, as they recently did to assist a group of over 30 UBS Research analysts.