Woodbine Associates surveyed a representative sample of 49 long-only asset managers active in the U.S equity market about their broker relationships.   The responding institutions represented 20% of the long-only U.S. equity commission pool in 2015.

Respondents were head and senior traders.  Participation was by invitation only.


Overall Quality of High- and Low-Touch Coverage
The survey was conducted electronically.  No administrator contact concerning survey content was conducted between the time a respondent agreed to participate and their completion of the survey.  In some cases, brief follow up for clarification purposes was conducted.

The content of the report is based on participant responses about high- and low-touch service quality of specific brokers.  Participants were asked to indicate the brokers used and respond to straightforward questions.

Charts for each question are based on straightforward averaging of scaled qualitative responses (e.g. ‘Excellent’ may be scaled a ‘5’ in a question where ‘Poor’ might be scaled to a ‘1’).  Averages for all brokers (with a meaningful response rate) are plotted for comparison.  Descriptive statistics including median and quartiles provide color as to where in the universe particular brokers are positioned.

This 24 page report has 16 tables and figures.
The report is available at no cost to Woodbine Associates Market Intelligence Service members, qualified asset managers, and media.

For more information please contact:

Matt Samelson
CEO and Director of Equities
Phone:  203-274-8970 ext 201
Email: msamelson@woodbineassociates.com 

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