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Company Surveys

Investment Banking

Company Surveys

Company Surveys, started in 1993 and currently headed by Oscar Sloterbeck, are our proprietary method of monitoring the economy on a weekly basis. The team typically talks to a CFO or Treasurer at over 377 companies in 29 economically sensitive industries.

Our surveys provide timely signals on a bottom-up basis about the direction of the economy and inflation. In addition to company surveys, the team also conducts sentiment and allocation surveys of hedge funds, long-only institutional equity managers, and institutional bond managers. Each month, the team conducts the State Tax Receipts Survey across 16 states capturing 64% of the US population.

Clients First,