Nordic Institutions Domestic Equity Trade 2003

Transcription

1 Facts about the Survey & Definitions Interviews Response Rate Method & Time & Stockbrokers Overall Performance Knowledge Portion of maximum points 34 Finnish institutions, minimum turnover of Finnish equities EUR million. Portfolio managers & dealers, approached for performance evaluation and sector research ranking. Finnish institutions keeping in-house analysts. Sector analysts & portfolio managers with research responsibilities, approached for sector research ranking. 87 per cent among portfolio managers and 86 per cent among analysts Telephone interviews by Prospera s interviewers, Oct till Dec, 03 Large & small players defined by the annual turnover in domestic equities local and 6 remote members of Helsinki Stock Exchange are evaluated Weighted average of criteria covering a stockbroker s analytical competence, sales & salestraders performance and general features of the organisation. Each criterion is weighted by its importance. Scale 1-5. Percentage of profile questions (criteria) concerning each individual stockbroker that the interviewees have responded to, i.e. have had an opinion of. For sector research, the top ranked stockbroker is allotted 3 points, the second 2 and the third 1. Each stockbroker s points are summed and divided by the maximum possible points; number of voting institutions times 3. Slide 1

2 Overall Performance Top 5 Rank Value Knowledge % Industry mean value 3,4 *1 *1 *3 *3 *3 Alfred Berg ABN AMRO Enskilda Securities Deutsche Bank FIM Handelsbanken 3,7 3,7 3,5 3,5 3, Industry mean value 3,3 1 *2 *2 4 *5 *5 Enskilda Securities Alfred Berg ABN AMRO Deutsche Bank Carnegie FIM Handelsbanken 3,7 3,6 3,6 3,4 3,3 3, Slide 2

3 Macro Nordea Securities *5 Carnegie *5 Handelsbanken 45 3 Alfred Berg ABN AMRO 26 4 Nordea Securities 51 * * * *4 Nordea Securities Strategy Rank Portion of maximum points, % 4 Carnegie 4 Carnegie *3 Alfred Berg ABN AMRO * *3 FIM Slide 3

4 Banking & Insurance 3 Evli Securities 4 Deutsche Bank 5 Enskilda Securities 3 Evli Securities 4 Deutsche Bank 5 Enskilda Securities * *2 Conventum 4 Enskilda Securities *5 Deutsche Bank, Evli Securities, Nordea Securities Retail, Services & Consumer goods 4 Deutsche Bank 5 Evli Securities *3 Handelsbanken *3 Nordea Securities Slide 4

5 IT 30 3 Carnegie 25 4 Alfred Berg ABN AMRO 31 4 Alfred Berg ABN AMRO 5 Nordea Securities 3 FIM 4 Alfred Berg ABN AMRO 5 Carnegie Telecom - operators *4 Carnegie * 5 Evli Securities *3 Carnegie *3 FIM 5 Mandatum Slide 5

6 Telecom - equipment FIM 4 Carnegie 5 Nordea Securities 54 3 Carnegie 4 FIM 5 Nordea Securities 36 3 FIM *4 Enskilda Securities *4 Nordea Securities Media Rank Portion of maximum points, % *3 Evli Securities *3 FIM 5 Conventum 3 Conventum 4 Evli Securities 5 Deutsche Bank 2 FIM *4 Alfred Berg ABN AMRO * Slide 6

7 Engineering 43 3 Deutsche Bank Deutsche Bank Deutsche Bank *4 Alfred Berg ABN AMRO *4 Nordea Securities Forestry Rank Portion of maximum points, % 3 Conventum *5 Mandatum *5 Nordea Securities 3 Conventum 5 Mandatum 1 Nordea Securities 3 Handelsbanken 4 Mandatum 5 Enskilda Securities Slide 7

8 Steel & Metal Handelsbanken 30 4 Nordea Securities 7 *5 Alfred Berg ABN AMRO 6 *5 Carnegie Handelsbanken 37 4 Alfred Berg ABN AMRO 6 5 Carnegie 4 3 Handelsbanken 4 Nordea Securities 5 Mandatum Slide 8

9 No opinion/no one, % Macro Strategy Banking & Insurance Retail, Services & Consumer goods IT Telecom operators Telecom equipment Media Engineering Forestry Steel & Metal Slide