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Methodology

Between December 2013 and February 2014, Greenwich Associates interviewed 225 U.S. generalist equity portfolio managers, 98 small/mid-cap fund managers, 815 buy-side equity analysts (covering  2,295 sector observations), and 316 U.S. equity traders at buy-side institutions. The study participants were asked to evaluate the sales, research and trading services they receive from their equity brokers and to report on important market practices and trends.