Evercore Financial Performance and Governance
Leading Independent Research and Trading Business
Evercore ISI: Premier Equities Franchise
In 2023, ranked #1 in the Institutional Investor All-
America Equity Research Survey for Overall
Research Firm on a weighted analyst basis, for the
2nd consecutive year
Highest number of #1 ranked analysts for the
first time this year
~45 Industry Sectors Covered
~760 stocks under coverage
High Quality Distribution and Corporate Access
Capabilities
■ Complements Market Leading Independent
Advisory Business (consistent with regulatory
requirements)
Macro Focus
Economics
Surveys
Policy
Strategy
Fundamental Coverage
abbvie amazon AMGEN
Blackstone
CAT ConocoPhillips Constellation
jetBlue
DANAHER
NIKE
NETFLIX
LENNAR
The Home of Everything's Included."
Brands
M
salesforce Schlumberger
1.
Institutional Investor survey released in October 2023
EVERCORE
13
The
WALT DISNEY
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