Insights

Portfolio managers’ form

January 27, 2021
Insights

APPLY TO SUBMIT FEEDBACK TO THE FINANCIAL MAIL RANKING THE ANALYSTS SURVEY

The views of the buy side are critical to the rankings of sell-side analysts. Make sure your opinions are factored into the FM’s ratings and rankings.

Form web address

We need to ascertain whether you qualify to vote in the survey. Please provide as much information to the question below and we will get back to you as soon as possible with the log in details that allow you to participate in the survey.

The information here is confidential and will never be disclosed to any third party. If you would like us to sign a non-disclosure agreement, we can arrange.

Background information

Your Name (required)

Your Title (required)

Your Email (required)

Your cell number (required)

Company or name of the fund you manage (required)

Percentage of total funds you manage as a percentage of your company’s total AUM (%)

Total funds you manage (R’m)

at

Total equity funds you manage (R’m)

at

Total fixed income funds you manage (R’m)

at

Total commission paid by your fund(s) in the last 12 months for all research and execution (R’m)

Commission paid for research:

Total commission paid in the last 12 months for equities in (R’m) for research

Total commission paid in the last 12 months for fixed income securities in (R’m) for research

Total commission paid in the last 12 months for derivatives in (R’m) for research

Commission paid for execution:

Total commission paid in the last 12 months for equities in (R’m) for execution

Total commission paid in the last 12 months for fixed income securities in (R’m) for execution

Total commission paid in the last 12 months for derivatives in (R’m) for execution

Other commission paid in the last 12 months:

Option one: please specify in (R’m)

Option two: please specify in (R’m)

Option three: please specify in (R’m)