EQUITIES MARKETS RESEARCH

Equities Markets

The East Coles Equities Markets Report identifies the performance satisfaction of institutional clients with the services provided to them by their stockbroking advisers.

Unique to East Coles is the fact that we gather data on client satisfaction at the firm and individual performance level. League tables are provided at the house and individual level across 33 sectors, such as Account Management / Research Sales, Banks, Economics, Energy, Equity Capital Markets, Food & Beverages, Healthcare & Biotech, Insurance, Real Estate, Retail, Small Caps & Utilities.

East Coles utilizes its unique Interactive Analytics Platform for product delivery enabling subscribers to:

• benchmark against any of the most relevant competitors either individually or as groups
• drill-down into the respondent base by size of funds under management, style of fund manager or self-selected baskets of funds
• configure sector and institutional weighting factors to the most appropriate for each client
• prepare unique, tailored reports utilizing each of the most appropriate parameter settings above
• compare year on year results

Investment Banking

The East Coles Investment Banking Report identifies the performance satisfaction of major fee paying corporates with the services provided to them by their investment banking advisers.

Unique to East Coles is the fact that we gather data on client satisfaction at the bank and individual banker performance level. League tables are provided at the bank and individual level across 5 sections – Overall Investment Banks / Bankers, M&A Banks / Bankers, ECM Banks / Bankers, DCM Banks / Bankers & Equities Research Houses / Analysts

East Coles utilizes its unique Interactive Analytics Platform for product delivery enabling subscribers to:

• benchmark against any of the most relevant competitors either individually or as groups
• drill-down into the respondent base by size of fee paying potential, industry / sector or self-selected baskets of corporates
• configure corporate weighting factors to the most appropriate for each client
• prepare unique, tailored reports utilizing each of the most appropriate parameter settings above
• compare year on year results

Corporate Performance

The East Coles Corporate Performance Report quantifies investor sentiment towards the ASX Top 200 across a range of the most relevant performance criteria.

Unique to East Coles is the fact that we gather data across the entire ASX Top 200 across over 20 performance categories such as Effectiveness of CEO, Effectiveness of Board, Effectiveness of CFO, Investment Desirability, Shareholder Value Focus, ESG and many others

East Coles utilizes its unique Interactive Analytics Platform for product delivery enabling subscribers to:

• benchmark against any of the ASX Top 200 stocks by type of stock, industry / sector, or any self-selected basket of stocks
• drill-down into the respondent base by size of FUM, style of fund manager, under-weight, over-weight or market-cap investor / non-investor, buy-side / sell-side or any self-selected basket of funds
• prepare unique, tailored reports utilizing each of the most appropriate parameter settings above
• review qualitative feedback specific to their company across Board, Management, Shareholder, Financials & Strategy areas
• compare year on year results

Investor Sentiment