Equity sales, trading & syndicate
Institutional Sales
Raymond James has assembled an experienced institutional sales force responsible for the delivery of crucial investment information pertaining to our focused universe of companies under research coverage and new equity offerings. Through our 27 domestic and international institutional sales offices, we are equipped to serve the world’s largest institutional investors utilizing a research-driven sales process. Currently, our coverage includes more than 1,000 active domestic accounts and 800 active international accounts. Our client service-oriented sales approach includes:
- Focused Service – We service major U.S. and European institutions, with particular emphasis on the small to medium capitalization money managers. Our sales force has a thorough understanding of the equity research and underwriting products offered by Raymond James. The institutional sales force, coupled with our top-tier retail system, comprises a world-class distribution network both in the U.S. and abroad, distinguishing us from our competitors.
- Proven Strategies – As a key component of our knowledge-based, client service focus, we seek to establish and maintain relationships between leading company management teams and potential institutional investors by organizing a minimum of 200 non-offering roadshows each year. In addition, we use a proprietary database to track client interest and ensure timely dissemination of information to the clients that need it most. Both of these initiatives bolster our efforts to keep our clients well informed of the best ideas generated by our renowned Equity Research Department.
Learn about our Corporate Access program
Small and middle capitalization companies generally involve greater risks.