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Latin American Research Team Methodology

   The members of Institutional Investor’s 15th annual Latin America Research Team were selected by more than 300 representatives of more than 200 institutions and investment counseling firms, which collectively manage an estimated $129 billion in Latin American equities, or roughly 22 percent of the free float capitalization of the MSCI emerging-markets Latin America index. The names of those surveyed and the institutions they work for are kept confidential to ensure their continuing cooperation.

 

   The ballot covered 21 industries, investment specialties and countries. One category, Corporate Debt, did not meet our minimum vote requirements to be published.

 

   Our ranking was compiled by combining votes for firms and individuals because many investors voted for both. Votes are weighted by a respondent’s Latin American assets under management and by the place awarded to a firm or individual (first through third). Runners-up qualified if their scores came within 35 percent of the scores of the third-teamers.

 

   We have highlighted the analyst identified by his or her employer as the leader of the firm’s team in a given category. Analysts who switched firms after March 16, 2007, are cited at their previous organizations.


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