William Blair’s equities team earned top rankings for research, sales, and corporate access according to Coalition Greenwich’s 2022 North American Equity Investors Survey. Our team also ranked No. 1 in several sectors across technology and healthcare—two of William Blair’s core sector competencies.
| Overall | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|
| Lead Research/Advisory Firm | 2 | 2 | 2 | 2 | 3 |
| Sales | |||||
| Capability of Equity Sales | 1 | 3 | 1 | 2 | 3 |
| Best Tailor Calls & Services |
1 | 2 | 1 | 2 | 2 |
| Provide Intensive Coverage |
2 | 2 | 1 | 2 | 5 |
| Corporate Access | |||||
| Most Useful Conferences/Industry Seminars | 1 | 3 | 2 | 3 | 3 |
| First Firm Relationships |
2 | 2 | 1 | 1 | 1 |
| Research | |||||
| Quality of Equity Analyst Service |
1 | 2 | 2 | 2 | 3 |
| Most Intense Coverage |
3 | 5 | 3 | 4 | 3 |
| Best Thematic Research1 | 2 | 1 | 2 | - | - |
These results are a testament to the strength of our Equities team. Our dedication to providing exceptional service and research-driven insights for our clients is what continues to distinguish William Blair. It is outstanding to see this work reflected in such high rankings from leading institutional investors.
SCOTT McLAUGHLIN, Head of Equities for William Blair
We cover seven growth-oriented sectors: consumer; energy and sustainability; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. William Blair earned the following sector rankings:
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1Data item created in 2020
Greenwich Associates U.S. Equity Investors 2018-2022 Small/Midcap Funds
Coalition Greenwich 2018-2022 North American Equity Investors Studies. Surveys conducted with 94 small-cap and midcap fund managers, 241 U.S. buy-side trading desks. Rankings for qualitative metrics based on leading research firms.