Global institutional investors rank CLSA No.1 in Research, Sales and Trading in the Philippines

Hong Kong


Manila – Friday, 11 January 2019: CLSA Limited (CLSA), Asia’s leading capital markets and investment group, has reaffirmed its leading position in the Philippines’ equity market by topping 23 out of 25 published categories in the 29th Asiamoney Brokers Poll, an annual survey of more than 6,500 institutional investors from 3,100 financial institutions across the globe.

Research: CLSA remains top of the league
Renowned amongst global fund managers for its differentiated and unconflicted research, CLSA Philippines was voted No.1 Best Overall Country Research for the ninth consecutive year and No.1 Best Research Coverage in 19 out of 20 different categories/sectors including automobiles & components, banks, casinos & gaming, consumer discretionary, consumer staples, diversified financials, industrials, insurance, materials, real estate, small cap, semiconductors & semiconductor equipment, software & internet services, technology hardware & equipment, telecommunications services, transportation, utilities as well as economic and strategy.

“True to its research style of deep analysis and its pragmatic bottom up approach to macro events, CLSA Philippines offers international institutional investors bespoke research to support their investment decisions,” said CLSA Head of Philippines Research Alfred Dy who also ranked No.1 Best Strategist in the Philippines in the 29th Asiamoney Brokers Poll.

Sales: No.1 Best Overall Sales Services, Salesperson and Sales Trader
CLSA Philippines’ client-centric model and market-leading trading and execution capabilities saw the firm voted No.1 Best Overall Sales Services for the 11th consecutive year. The CLSA Philippines team also took the top spot for Best Country Salesperson for the eighth consecutive year and Best Country Sales Trader for the fifth year in a row.

CLSA Philippines Country Head Mitzi de Dios commented: “The results of the latest Asiamoney Brokers Poll are a testament to the depth and breadth of CLSA’s research, and unparalleled sales and trading capabilities. It is a hugely satisfactory to see that global fund managers continued to recognise and appreciate the efforts of the CLSA Philippines’ team. We will strive to sustain this level of performance, and to remain the go-to firm for investors looking at the Philippines’ equity market in 2019.”

Overall, CLSA secured 130+ No.1 positions in research, sales and trading which included, but are not limited to:

No.1 Best Regional Analyst (Asia ex-Japan)

  • Strategist: Christopher Wood
  • Economist: Eric Fishwick
  • Quantitative/Technical: Laurence Balanco
  • Automobiles & Components: Alexious Lee
  • Banks: Patricia Cheng
  • Consumer Discretionary: Oliver Matthew
  • Consumer Staples: Terrance Liu
  • Diversified Financials: Patricia Cheng
  • Healthcare: David Li
  • Insurance: Patricia Cheng
  • Real Estate: Nicole Wong
  • Semiconductors & Semiconductor Equipment: Sebastian Hou
  • Software & Internet Services: Elinor Leung

No.1 Best Overall Country Research

  • Australia, Japan, The Philippines and Thailand

No.1 Best Regional Salesperson

  • Matthew Sigel

No.1 Best Country Salesperson

  • Australia: James Mcintosh
  • Indonesia: Daniel Oen
  • Malaysia: Kit Lim
  • The Philippines: Alex Dauz
  • Thailand: Munmun Taveeratanasilp

No.1 Best Country Sales Trader

  • Australia: Christian Ford
  • Indonesia: Adnan Tan
  • Japan: Takeo Kamai
  • Malaysia: Hazel Yap
  • The Philippines: Ruby Lao
  • Thailand: George Chanthongkaew

No.1 Best Overall Sales Services (by Country)

  • Australia, India, Indonesia, Japan, The Philippines and Thailand