Growing Success
The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers. These successes offer further evidence of our continuing growth and even more reason for clients to grow with us.
Raymond James Argentina Research Team Named #1 by Institutional Investor and Greenwich
Institutional Investor & Greenwich Survey | July & August 2011
Raymond James Argentina’s Roberto Guevara and team placed first in the 2011 Institutional Investor research ranking for Argentina. The Buenos Aires-based ensemble captained by Guevara returns to first place, the position the firm claimed in 2006, 2007 and 2009 (no publication in 2008). The same team also placed first in Greenwich's survey of Argentine Equities among U.S. & European Portfolio Managers.
Raymond James Wins Multiple Prestigious Starmine Awards
The Financial Times | June 17, 2011
Raymond James' Equity Research department placed sixth among 193 qualifying brokerage firms with nine analysts recognized for stock selection or estimation accuracy in The Financial Times 2011 StarMine Analyst Awards. Five of the nine selected analysts were chosen for their stock selection performance, placing the firm second in that category.
Raymond James Honored with Three Energy Investment Banking Awards
Oil & Gas Investor, The M&A Advisor and the Association for Corporate Growth | June 9, 2011
For its work on the public offering of ECA Marcellus Trust | Royalty Trust Securities, Raymond James was awarded Best Financing of the Year by Oil & Gas Investor’s 2010 Excellence Awards, Energy Deal of the Year by the Association for Corporate Growth New York Champion’s Awards and Energy Deal of the Year by The M&A Advisor’s 2011 Financing Awards.
SmartMoney Names Raymond James Number One
SmartMoney | May 9, 2011
In its 19th annual Broker Survey, SmartMoney saved the top spot for Raymond James. The magazine named outstanding stock picking as the reason for Raymond James’ return to number one after placing second in the 2010 survey.
Raymond James Brasil Named Top Stock-Picking Team
Agência Estado | April 29, 2011
Brazil’s leading news agency, Agência Estado, has chosen Raymond James Brasil as the number one stock-picking team for calendar year 2010. In addition to the team’s win, analyst Guilherme Assis, who covers small caps, malls and healthcare, ranked fifth among all research analysts covering Brazilian stocks.
Raymond James Named One of the “Best Companies in the World”
Forbes | April 20, 2011
Raymond James was selected by Forbes as one of the “Best Companies in the World” in its annual Global 2,000 ranking.
Raymond James Climbs Higher on The Wall Street Journal’s “Best on the Street”
The Wall Street Journal | April 19, 2011
After ranking seventh on last year’s list, Raymond James tied for second overall (of 196 qualifying firms) on The Wall Street Journal’s 19th annual “Best on the Street” survey. Seven Raymond James analysts ranked in the top five for their coverage industries including alternative energy, banks, real estate and healthcare providers.
Raymond James Ranked the Fourth Most Admired Securities Company in the World
Fortune | March 2011
Fortune magazine has ranked Raymond James Financial the fourth most admired securities company in the world. Raymond James ranked third in people management, use of corporate assets, social responsibility and quality of management.
Raymond James Named a Quality Leader and Top Research Source by Greenwich Associates
Greenwich Associates | January 15, 2011
For the second time in three years, Greenwich Associates has given Raymond James top marks in its “Small/Mid Cap Portfolio Manager Study.” Raymond James was named the quality leader in two categories: U.S. Equity Research and Analyst Service (Small and Mid-Cap Funds) and U.S. Equity Sales Quality (Small and Mid-Cap Funds). Overall, Raymond James ranked fifth in the study and third among top research sources.
Raymond James Ltd. Research Team Makes an Excellent Showing in Brendan Wood International Study
Brendan Wood International | October 12, 2010
Analysts at Raymond James Ltd. received high marks in Brendan Wood International’s “31st Annual Equity, Research, Sales and Trading Report.” The team moved up from ninth to eighth place in the overall rankings, which cover 61 investment dealers, and captured second place among independent brokers. In addition, five analysts were named TopGuns and another four reached SuperLeague status.
Raymond James Rides High on Forbes’ Blue Chip Analysts List
Forbes | June 16, 2010
Forbes, in collaboration with Zacks Investment Research, released its Blue Chip Analysts list, which seeks to identify the “best and brightest on Wall Street.” In all, nine Raymond James analysts walked away with 15 awards, including two inductions to the “Dazzling Dozen” list, and the firm placed third overall.
The Wall Street Journal Names Raymond James Among the “Best on the Street”
The Wall Street Journal | May 25, 2010
From among 2,059 eligible analysts and 183 qualifying firms, The Wall Street Journal has placed six Raymond James analysts in the top five for their coverage industries in its 18th annual “Best on the Street” survey. In addition to the individual recognitions, Raymond James finished seventh overall for 2009.
Raymond James Analysts Awarded by Financial Times
Financial Times | May 14, 2010
As part of its annual analyst awards, which are presented in conjunction with StarMine and recognize stock selection and earnings estimate accuracy, Financial Times handed out 11 awards to Raymond James analysts, ranking the firm 10th overall. Of the 1,800 analysts who qualified for evaluation, Raymond James’ Marshall Adkins and Jim Rollyson were each named among the top-10 stock-pickers in the United States across all industries.
Raymond James Named ‘Middle Market Investment Bank of the Year’
Buyouts | April 2010
Raymond James was recognized as “Middle Market Investment Bank of the Year” in Buyouts magazine’s “2010 Deal of the Year Yearbook.” The Thomson Reuters publication cited Raymond James’ advisory role in 30 buy- and sell-side transactions with an aggregate value of more than $3 billion in 2009 alone.
Raymond James Investment Banking receives M&A Advisor Deal of the Year Award
M&A Advisor | December 14, 2009
In December 2009, Raymond James Investment Banking received the M&A Advisor Middle-Market Deal of the Year Award for its role in the acquisition of Nuclear Fuel Services by Babcock & Wilcox Company. The award-winning deal was selected from among 10 finalists, including two other Raymond James transactions. Award recipients were chosen by an independent body of experts from a variety of industry categories. Additionally, Raymond James was nominated for Investment Banking Firm of the Year.
Raymond James Financial Inc.
Vault.com | October 2009
In October 2009, Raymond James’ Investment Banking division was the sole Florida banking institution to make the Top 50 Best-Employers list published by Vault.com. In the employee comments section of the survey, more than one correspondent mentioned “integrity” when it comes to the workplace culture. Another insider simply called it “great,” adding, “That’s why I’ve been here for more than 20 years.”
Top 100 Independent Advisors
Barron’s | August 31, 2009
In August 2009, five Raymond James Financial Services advisors were named to Barron’s “Top 100 Independent Advisors” list.
Raymond James analysts named to The Wall Street Journal’s “Best on the Street”
The Wall Street Journal | May 26, 2009
Six Raymond James analysts ranked in the top five for their coverage industries and the firm ranked seventh among all brokerage firms evaluated in The Wall Street Journal’s annual “Best on the Street” survey. Analyst Brian Gesuale was ranked first in the Aerospace and Defense sector as well as second in the Internet and Computer Services sector.
Forbes names 12 Raymond James analysts in its “Blue Chip Analyst” survey
Forbes | May 7, 2009
Twelve Raymond James analysts were recognized for estimate accuracy and stock-selection performance over a three-year period in the Forbes “Blue Chip Analyst” survey. Based on the survey, Raymond James’ analysts received a total of 15 awards, ranking the company fifth overall among participating brokerage firms. Five Raymond James analysts were ranked first in six coverage areas.
Raymond James ranked seventh in the Financial Times Starmine survey
Financial Times | May 26, 2009
Raymond James has been ranked seventh out of 22 U.S. brokerage firms in the Financial Times Starmine survey of stock-selection performance for S&P 500 and Russell 2000 companies. Overall, the participating firms cover more than 125 companies in the S&P 500 index. In addition, the survey recognized several individual Raymond James analysts.
Raymond James named a 2008 Quality Leader
Greenwich Associates | December 2008
Raymond James was selected as a 2008 Greenwich Associates Quality Leader. The firm was selected for demonstrated excellence in two categories: Overall Research & Analyst Service Quality – Small-Mid-Cap Funds, and Overall Sales Quality – Small-Mid-Cap Funds.
The Other Surprise in Tampa Bay1
Barron’s | August 25, 2008
Raymond James had a top showing in Barron’s most recent ranking of brokers’ stock recommendations.
Raymond James analysts named to The Wall Street Journal’s “Best on the Street”
The Wall Street Journal | May 30, 2008
Four Raymond James analysts ranked in the top five for their coverage industries and the firm ranked 18th out of 260 brokerages evaluated in The Wall Street Journal’s annual “Best on the Street” survey. Analyst Jim Parker (Airlines) has finished first in his sector a record seven times.
StarMine names 22 Raymond James analysts to Top Analyst report
Forbes, The Financial Times | May 30, 2008
Twenty-two Raymond James analysts have been recognized a total of 47 times in the StarMine Top Analyst report, as published in Forbes and The Financial Times.
Raymond James honored again with the SmartMoney “Best Full Service Broker” award
SmartMoney | May 19, 2009
For the second year in a row, Raymond James has beat out the competition in the categories of customer satisfaction and quality of brokerage statements in the SmartMoney “Best Full Service Broker” award.
Raymond James tops client satisfaction rankings2
Reuters | July 30, 2008
Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” according to the
J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM.
Raymond James highest in advisor satisfaction3
InvestmentNews | September 30, 2008
Raymond James ranked “Highest in Employee Advisor Satisfaction Among Financial Investment Firms in a Tie” in the J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM – adding to the firm’s recent investor satisfaction recognition.
400 Best Big Companies in America
Forbes | December 22, 2008
Raymond James made Forbes’ list of the “400 Best Big Companies in America” for the seventh time.
Raymond James one of “America’s Most Trustworthy”
Forbes | March 27, 2008
Raymond James Financial was the only major investment services firm named to Forbes magazine’s list of “America’s Most Trustworthy Companies.”
Raymond James advances in the Fortune 1000
Fortune | May 5, 2008
Climbing 54 spots, Raymond James Financial was named number 658 on Fortune magazine’s list of top revenue-producing corporations in the United States.
Raymond James receives top marks from the Human Rights Campaign
Tampa Bay Business Journal | September 3, 2008
Raymond James earned a perfect 100% score in the 2009 Human Rights Campaign Corporate Equality Index.
Institutional Investor ranking based on responses from more than 660 analysts and money managers at some 350 firms that manage an estimated $457 billion in Latin American equities.
The StarMine Awards measure the performance of brokers over sets of stocks in two ways: by the returns of their buy/sell recommendations and the accuracy of their earnings estimates. After computing scores on each stock a firm covers, StarMine aggregates the scores on each stock to arrive at an overall score for the broker in each category.
Forbes Global 2000 companies have the top composite scores based on sales, profits, assets and market value.
Fortune ranking based on an average score of nine key attributes of reputation: people management, use of corporate assets, social responsibility, quality of management, financial soundness, long-term investment, quality of products/services, global competitiveness, and innovation.
Barron’s ranking of brokers’ stock recommendations is compiled by Zacks Investment Research and tracks the performance of each firm’s focus list.
The Fortune 1000 is a list of the 1000 largest American companies based on revenues.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Agencia Estado award based on coverage of companies listed on Bovespa, the São Paulo Stock Exchange, and recommend selections. The top 10 research analysts are chosen based on their selections that generated the greatest returns to investors based on all of their recommendations on Bovespa-listed stocks. Small cap stocks generally involve greater risks.
The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill.
The Greenwich Quality Leaders are determined by the results of in-depth meetings with more than 20,000 large corporate and institutional users of financial services and products. Research participants are asked about their use of and demand for financial services and products, and about the most important risks and trends in related financial markets. They are asked to name the sell-side providers they use, the proportion of their business allocated to each provider, and to rate the quality of service delivered by each provider across a range of categories. Small and mid-cap stocks involve greater risks and are not suitable for all investors.
For the Forbes Blue-Chip Analyst awards, Zacks Investment Research ranks security analysts, in each industry, on their stock-picking skills over a three calendar year period. Then they separately rank the same analysts on their earnings-per-share forecasting accuracy, by company, for the three most recent fiscal years available prior to publication of the rankings.
The 2010 Financial Times/StarMine Analyst awards are based on the 2009 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia. StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates.
The rankings for the Barron’s “Top 100 Independent Financial Advisors” reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
The Forbes rankings for “America’s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.
The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels and interviews among other factors).
1 For the 12 months ended June 30, 2008, Raymond James recommended 61 securities through its Focus List. Of these, 28 advanced and 33 declined. Performance includes dividends and a 1% trading commission on additions and deletions. The Focus List returned -2.9% during this period, whereas the S&P 500 returned -13.1%. The S&P 500 is an unmanaged index of 500 widely held stocks. Investors cannot invest directly in an index. Individual results will vary and an investor would incur commissions (and interest charges if transacted in a margin account) to transact these recommendations. A complete record of all Focus List recommendations during this period is available upon request. The results presented should not and cannot be viewed as an indicator of future performance. The market value of securities fluctuates and investors may incur profits or losses.
2 Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.
3 Raymond James received the highest numerical score for employee advisor satisfaction among financial investment firms in the proprietary J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM. Study based on 3,124 total responses measuring 19 investment firms and measures employee satisfaction of investment firms. Proprietary study results are based on experiences and perceptions of consumers surveyed in May-June 2008. Your experiences may vary. Visit jdpower.com.
The Wall Street Journal does not sponsor, endorse or approve the investment programs of Raymond James.
Smart Money does not endorse any product or service of Raymond James.
StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2009 awards are based on the 2008 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia. Questions about data collection and the survey’s methodology and calculations should be directed to mary.morgan@thomsonreuters.com.
The S&P 500 is an unmanaged index of 500 widely held stocks. The Russell 2000 index measures the performance of the 2,000 smallest companies in the Russell 3000 index, which represents approximately 8% of the U.S. investable market.
Calculations for the 2009 Forbes.”Blue Chip Analyst” survey were performed by Zacks Investment Research. Zacks ranked the analysts on their stock-picking skills and earnings estimation accuracy over a three year period. Further information on these awards is available on Forbes.com.
Past performance is not indicative of future results. The information provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.