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Evercore ISI’s leading research department is known for insightful and value-added content. The team presents clients with company-specific and cross-industry views rooted in our deep understanding of the macro landscape. Our team of tenured and experienced strategists and analysts combine macro and fundamental insights into investment themes in a way that has proven to be a strong differentiator.

With an unwavering commitment to high-quality content, our team is consistently recognized in the Institutional Investor All-America Research survey. The magazine’s 2023 poll determined that Evercore ISI is the #1 firm (weighted by commissions and top-ranked positions), and our team attained the highest number of #1 ranked individuals. The Macro team is top ranked by Institutional Investor, and our Economics team has earned the premier position 43 times in the survey’s 50-year history.

Achieved through a strong collective team effort, we are proud that our Research team was recognized as the #1 ranked research platform in Institutional Investor’s 2023 All-America Research Survey, on a weighted basis.

Highlighted Research

Following the continuation of a busy period of alternative managers increasing exposure to the life insurance space, this report focuses on what we think it means for the competitive environment for life insurers and valuation implications for both sectors.

We think the convergence trend of alt managers moving into life insurance is alive and well. In terms of implications for traditional life insurers, we view it as a near-term positive, though likely developing into a medium-term negative.

For alt managers, we think the vanilla liability focus combined with some asset origination advantages will likely allow them to generate better growth and returns over time than most traditional life insurers. After a deeper dive into the competitive landscape, however, this excess growth may be limited.

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