J.P. Morgan领先所有美国销售团队

AART 2012.The All-America Research Team 名人堂october 15, 2012The All-America Research Team2012年10月16日全美贸易团队2012年10月16日美国顶级公司访问​​提供商october 18, 2012

Clive A. Correia, a senior securities analyst with Columbus Circle Investors in Stamford, Connecticut, has an unwavering opinion as to which brokerage provides the best support to investors in U.S. equities.

“在过去的一百万美元投资公司度过了多亿美元的投资公司，在任何特定的时间点，我可以自信地说，J.P. Morgan是1号，”他宣称。Members of the team “excel at everything one could want in sales — creating a strong pipeline of communication between their analysts and clients, providing excellent access to company managements, demonstrating a solid fundamental knowledge of all their covered stocks and understanding each of their clients’ individual investment disciplines.”

许多投资组合管理人员分享Correia的观点：J.P. Morgan攀登一个陷波，抓住2012年全美销售团队的顶部位置，Institutional Investor’s第二次年度年度排名最佳销售部队在美国股票服务投资者。去年的胜利者，摩根士丹利，达到第二名，而德意志银行证券持续3.围绕前五名是第四次和美国银行的第四个和美国银行的Merrill Lynch。结果反映了大约2,000名买方分析师和金钱经理的意见，超过800家公司，管理大约877万亿美元。大约61％的人民在全美研究团队调查中投票，代表参与的买方机构的84.8％，回答了我们关于哪些公司提供最佳销售支持的问题。

“The mandate of our sales teams is to be highly relevant to the investment processes of our clients,” explains J.P. Morgan’s Michael Bossidy, who oversees distribution for the Americas from New York. The firm has about 60 salespeople, with offices in London to serve clients across Europe, and in Atlanta, Boston, Chicago, New York, Philadelphia, St. Louis and San Francisco to work with investors in the Americas. “Corporate access is an important part of our model — along with capital markets, research and idea generation.”

据纽约为基础的货币经理称，该公司的销售人员将所有这些东西都非常好。（除非另有说明，否则我们保留了调查受访者及其公司的身份，以确保他们的持续合作。）“他们一年后一直是伟大的公司，”她说。“虽然我的投票是今年，但我会在去年和之前的一年之前说同样的事情，而且在此之前五年。”

鉴于市场的持续不可预测性，该公司对其客户的致力于对其客户的承诺特别值得注意。“过去几年由于金融危机而言，委员会和柔软的美元一直是不稳定的，但J.P. Morgan是服务尚未受到波动影响的一家公司，”她说。“他们在和日子里一直祝福。”

波士顿地区的一个买边分析师表示，这是个人触感，将这艘船与其他人区分开来。“大约一年或两年前，我们接近了约翰加尔曼和他的团队，”他回忆道。“我认为这是在办公室之外的这些家伙知道，帮助建立更强大的关系。例如，我的团队中的一些人通勤到船上波士顿的南岸。J.P. Morgan销售团队邀请我们吃饭 - 但不是在波士顿。我们在南岸遇见了。他们的几个人在通勤之家加入了我们，吃了晚餐，然后回到后来的波士顿。这让我们变得容易，它感受到了更加非正式和真实的。“

That first meeting was very relaxed, this analyst adds. “We really didn’t talk business. We talked about our families, hobbies — even politics. Building those personal foundations really goes a long way. I feel like I know these guys better than most sales teams, and if I picked up a phone, they would be there to help out.”

The Philadelphia crew — William Freeman, Joshua Maeulen, David Reller, Paul Sablich and Matthew Wukitsch — draws especially effusive praise. “We receive superior coverage from them for a number of reasons,” says one client at an asset management firm on the Main Line. “Their local presence allows us to form more-personal relationships. Their salespeople talk to each other constantly, so having a conversation with one of them is like having a conversation with all of them. They are responsive to the feedback we give them about which companies we want to learn more about, so they don’t inundate us with stuff that isn’t of interest. And they are good advocates in getting marketing trips from companies to our region.”

He says the team arranges about 50 meetings a year — “the most of any firm” — about two thirds of which are with representatives of publicly traded companies and the rest with J.P. Morgan researchers.

“Josh Maeulen and the Philadelphia team routinely facilitate one-on-one meetings in my Trenton [New Jersey] office,” says another client. “The team is highly visible and consistently visits my office with analysts, economists and corporate leaders. The team does not regurgitate Street morning research — it correctly deduces what is necessary for a brief but actionable morning call.”

添加第三位费城 - 区域粉丝：“当达到重要研究项目时，他们是一个非常响应的团队。”

Columbus Circle Investors的Correia表示，他对J.P.摩根销售努力的高度看法的大部分信誉都达到了Bossidy;纽约集团负责人Daniel Antonelli;Brayden Mathews;和何塞yeywood。

摩根士丹利代表团也为其客户服务庆祝。“我们发现摩根士丹利销售团队能够高度称赞和为客户的需求而持态度，”波士顿克劳福德基金管理的首席运营官Jonathan Saunders Jonathan Saunders表示。“他们对他们的部门进行了彻底，深入了解，并积极主动地在规划会议和公司道路上，帮助投资界更加了解并提高投资决策。”

据尼克萨纳州的尼克萨纳州的尼克萨纳州的说法，这就是这项工作的一部分，苏丹安那州的尼斯查尔纳监督纽约公司的美国股权研究销售业务。“客户希望我们的销售团队能够提供能够在投资组合管理的所有方面提供帮助，这些解决方案 - 股权研究，衍生品思想，套期保值解决方案和佣金管理，”他说。“我们将自己视为解决方案提供商，而不是单独销售研究的历史作用。”

买幕也看到了这一事件。“他们是一个非常集中的商店，而不是冒险和专有的专注，”一个人说。

Several respondents sing the praises of Michael Florin, described by one as “the most knowledgeable salesperson specializing in the media and telecommunications space.” This fan notes in particular that “Mike’s morning trailer is the comprehensive guide to what will move the stocks over the next 24 hours, the next week and in the months ahead. He is always accessible, eager to help and excellent on follow-up — and he has done a great job arranging corporate access.”

另一个倡导者更加简洁：“迈克是最好的 - 最佳覆盖，最敏感，最好的知情。”

其他人购买的人称为关注约翰达维（“他很棒”），詹姆斯斯宾塞甘德斯（“他非常善于突出恒定，压倒性联系”）和奥斯汀Zeigler的重要事物（“他的盈利回覆是救生员！“）。

Savone指出，他的团队优势之一是它的灵活性。“我们根据客户的市场和投资需求定制我们的产品，同时继续相信部门销售模式以提供具体的专业知识，”他解释道。此外，“对一对一[会议]和定制旅行的需求继续增长，我们管理供需能力仍然是我们所有活动的关键重点。其他公司访问事件的数量仍在继续增加，并正在围绕街道的差异化产品的景观，我们认为我们的全球足迹和产品焦点非常好。“

Deutsche Bank在部门专家上享有类似的重视，并提供企业访问。当谈到指出哪些闪耀的时候，“我很高兴地名称 - Travis Fukinke，”证明了一个基于波士顿的支持者。“特拉维斯提供了突出洞察力，差异化的研究电话的完美组合;提供对分析师的访问;并理解我们在公司访问方面寻找的内容。这听起来很容易，但很少做。“

在克罗斯斯敦公司增加一个对应的对应：“Travis Finkle展示德意志银行的舞蹈态度。他很勤奋，周到，永不格里布 - 永远有我的背。“

费城地区的货币经理同样热情地对Eileen Cameron。“她做得很好，让我们的会议，在会议上填写我们的议程，答复要求等等。我认为她是该国最好的销售人员！“

Deutsche Bank’s 51-member squad — working out of offices in Atlanta, Boston, Chicago, Frankfurt, Hong Kong, London, New York, Philadelphia, San Francisco, Toronto and Zurich — is captained by Brett Burns, who divides his time between Boston and New York. “We pride ourselves on having a U.S. sales team that has both deep product knowledge and senior client relationships,” he says. “We continue to optimize our sales strategy versus the competition for the current environment and our various client needs.”

And they’re doing a bang-up job, according to one portfolio manager in New York. “The sales team stays focused on my specific needs and the specific needs of the organization where I work,” this booster says. “They give us what we want without wasting our time.”

An investor in New England underscores this last point. “They don’t spend my time with unnecessary calls but know when to call to offer meetings or events that help to accomplish my work,” he says. “In the technology and telecommunications sectors, Deutsche Bank offers the best dual coverage on the Street, with a very responsive regional sales team and an opinionated sector specialist, Marc Nickley.”

纽约客户秒查看。“Deutsche Bank的专业技术销售是街上的明确领导者。具体来说，Marc Nickley是一个伟大的推销员 - 最好在每天捕获全球新闻，他非常响应。“

One loyalist appreciates the fact that Michael Sullivan, who covers the energy sector, “talks to all of the major energy investors around the Street and is a great resource to gauge the mood of the market.” Another credits Shannon Mullen, who follows utilities, with being “exceptional at delivering real-time information to her clients. She is especially adept at understanding when news is pertinent to the investment thesis.”

团队领导烧伤指出，投资者的需求一直在变化。“在过去的两年里，鉴于欧洲的危机和潜在的影响，我们的客户在宏观研究方面非常专注于宏观研究。然而，随着相关性的，我们已经看到我们的客户返回个人，自下而上的股票选择他们的投资组合，“他解释道。“鉴于我们的全球足迹，我们显然已经能够帮助客户在宏观方面的危机导航。然而，现在个人股票采摘回到了时尚，这太发挥了我们的力量，因为我们的研究和销售DNA的强大部分推动了我们客户的投资流程的人员为alpha--elessing解决方案。“