The rankings and other results presented in this survey are drawn entirely from a confidential questionnaire process conducted with the domestic institutional clients of SA stockbroker firms. The structure of the survey is developed by the Financial Mail in conjunction with research house Intellidex. The survey is conducted through an online questionnaire process. The Intellidex team collects the results and analyses them to determine the rankings and ratings. The intention of the survey is to capture each institution’s house view of the brokerage services it obtains, rather than the views of its individual fund managers. However, the online questionnaire makes it possible for multiple individuals at an institution to complete different sections. This allows for specialists to contribute their insights in their relevant sectors. Before compiling the questionnaire, Intellidex asked all institutional brokers to submit a list of their analysts and the sectors they covered in the past y...

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