PROGRAMS

Capital Transactions
Leasing
Valuations
Property Management
Global Solutions

Key Areas of Enquiry


Market Size/ Dynamics
  • Total volumes 
  • Total fees 
  • Average panel size 
  • Asset allocation 
  • Manager demand 
  • Key drivers of satisfaction
Market Positioning
  • Market penetration 
  • Tiering (Top 2/Top 5) 
  • Market share
Service Quality
  • Relationship strength 
  • Advice, industry / client knowledge 
  • Investment team & strategy 
  • Research depth and quality 
  • Product capability 
  • Execution
Product Cross-Sell
  • Product usage 
  • Product provider status 
  • Product cross-sell effectiveness 
Research content is designed in collaboration with clients and ensures we capture all critical information for meaningful and accurate bench-marking on market positioning, service, cross-sell — and intelligence on broader market trends.

Please select one of our annual programs from those listed on the left for more detailed information. 

Investment Banking


Mergers and Acquisitions (M&A)
 
Annual face-to-face reviews with Chief Executives and other Senior Executives at 150 to 200 companies form the basis of our review of relationship management and service in M&A. Bankers are evaluated across key success factors such as industry expertise, ideas, client knowledge and board credibility. The research captures the competitive situation of all major integrated investment banks and niche advisory firms.

About two-thirds of senior business executives permit full disclosure of their feedback to the heads of business at their investment banks, providing valuable tactical feedback on the bank and the competitive landscape.

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis, consistent metrics and interactive dashboard, clients can:
optimise account coverage models
systematically monitor strength of relationship
consistently measure performance across industry sectors
assess progress on strategic business initiatives
review new business efforts.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Investment Banking


Equity Capital Markets (ECM)

Annual face-to-face reviews with Chief Financial Officers and other Senior Executives at 150 to 200 companies form the basis of our review of relationship management and service in ECM. Bankers are evaluated across key success factors such as product knowledge, capital management ideas, distribution. The research captures the competitive situation of all major integrated investment banks. 

About two-thirds of senior business executives permit full disclosure of their feedback to the heads of business at their investment banks, providing valuable tactical feedback on the bank — and the competitive landscape. 

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis, consistent metrics and interactive dashboard, clients can:
optimise account coverage models
systematically monitor strength of relationship
consistently measure performance across industry sectors
assess progress on strategic business initiatives
review new business efforts.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au  

Investment Banking


Private Equity

Annual face-to-face reviews with 15 key Private Equity firms form the basis of our review of relationship management and service on Private Equity. Bankers are evaluated across key success factors such as product knowledge, capital management ideas, distribution. The research captures the competitive situation of all major integrated investment banks.

Our consulting and recommendations — based on the research is independent and objective. With our knowledge of these markets, robust analysis and consistent metrics, clients can:
systematically monitor strength of relationship
assess progress on strategic business initiatives
review new business efforts.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Investment Management


Fund Executives

In-depth reviews with fund executives at over 100 of the largest wholesale funds in Australia, primarily superannuation funds. Managers are evaluated on key success factors: investment skills, performance, client service, marketing effectiveness and brand strength. Asset allocation trends, mandate demand, manager hiring expectations, use of internal teams and emerging trends are examined.

About two-thirds of fund executives permit full disclosure of their feedback to senior executives of their investment managers, providing valuable tactical feedback on strength of relationships. 

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding robust analysis consistent metrics and interactive dashboard, clients can:
compare client numbers and performance in each asset class
systematically monitor client service and relationship strength
assess marketing impact and share of mind to further refine marketing strategies
stay abreast of emerging market trends
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Investment Management


Asset Consultants and Research Houses

Detailed reviews with consultants and researchers at each of the key consulting firms and research houses in Australia. Investment managers are bench-marked against all managers reviewed in each asset class across key success factors, including investment skills, performance, service — and assessed for inclusion in short lists.

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis, consistent metrics, clients can:
assess cut-through of each strategy with key intermediaries, including via bespoke questions
benchmark service: capability, transparency and commitment to ‘client’ service
track the competition in each asset class — and by strategy
review marketing impact in the context of short lists.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Investment Management


Implemented Consulting

In-depth interviews with about 50 funds that have outsourced the investment decisions for their superannuation scheme to an implemented consultant. This is a client satisfaction style research program as most funds use only one implemented consultant — and generally review the relationship every three years.

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis and consistent metrics, clients can:
compare client numbers and perceptions of research and investment expertise
benchmark client service and relationship strength
assess marketing impact and share of mind to further refine marketing strategies
identify Net Promoter Score trends and compare with the peer group.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Institutional Equity Markets


Australian Equity Investors – Australian Shares

Each year Peter Lee Associates conducts in-depth reviews with about 150 institutional investors (portfolio managers, traders and analysts) about their major equity brokers — across key success factors for sector research, research sales, sales trading, execution, relationship management and back-office.

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis, consistent metrics and interactive dashboard, clients can:
strengthen account coverage models
systematically monitor strength of relationships
track the competition
effectively coordinate activity across research, research sales and sales trading
assess progress on strategic business initiatives
stay abreast of emerging market trends.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Institutional Equity Markets


Asian Equity Investors – Australian Shares

Peter Lee Associates conducts in-depth reviews with about 75 hedge fund and long only institutions about their equity brokers on Australian shares — across critical success factors for sector research, research sales, sales trading, execution and relationship management.

Our consulting — and recommendations — based on the research is independent and objective. With our deep market understanding, robust analysis, consistent metrics and interactive dashboard, clients can:
strengthen account coverage models
systematically monitor strength of relationships
track the competition
effectively co-ordinate activity across research, research sales and sales trading
assess progress on strategic business initiatives
stay abreast of emerging market trends.
For more information about this program contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Large Corporate & Institutional Banking


Relationship Banking (Australia and New Zealand)

In-depth interviews predominately at CFO/Group Treasurer level — with the largest and most sophisticated corporates across Australia and New Zealand. The interviews cover all key aspects of their banking relationships, including feedback on broader market positioning, service and cross-sell across 12 product groups.

Our comprehensive coverage of the key corporates — combined with our deep market understanding — allows our clients to:
effectively measure and manage account coverage processes and practices
systematically monitor strength of relationships by industry sectors, location, etc
 track competitor activity and strengths and weaknesses
quantify relationship tiering and its impact
measure cross-sell performance
assess progress on strategic business initiatives
identify and scope new opportunities
In 2016, we conducted interviews with 561 of the largest corporates and financial institutions in Australia — and 142 in New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Large Corporate & Institutional Banking


Transactional Banking and Trade (Australia and New Zealand)

Alongside our relationship banking research is our specialised review of the increasingly complex and technology driven world of transactional banking and cash management.

Our research reflects this complexity and our interviews cover all key aspects of the transactional banking relationship, including feedback on:
the product specialist team
operations, fee reporting and day-to-day service
electronic platforms
cross-sell performance across 15 different payables and receivables products
market positioning and service in trade services and supply chain financing
innovation and product development
marketing activity and effectiveness
In 2016, we conducted interviews with 571 of the largest corporates and financial institutions in Australia — and 160 in New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Large Corporate & Institutional Banking


Debt Capital Markets

In-depth interviews with Australia’s largest corporates, banks and other financiainstitutions about their debt issuance activity. This program has recently been extended to include the AUD issuance programs of offshore financial institutions.

This study captures the market positioning and key competitive strengths and weaknesses of the major banks across a range of important relationship and service factors.

Our research covers both the domestic and offshore markets, and includes activity across the following debt securities:
Corporate Bonds/MTNs
Asset Backed/Mortgage Backed Securities
Hybrid Securities
USD MTNs — Both 144A and Reg D (Private Placement)
Euro/Sterling/Yen/NZD/Eurobond MTNs
Domestic and Offshore Commercial Paper
In 2016 we conducted interviews with 154 issuers.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Financial Markets


Foreign Exchange (Corporates) — Australia and New Zealand

In-depth interviews with the most active users of foreign exchange amongst corporates in Australia and New Zealand. The interviews cover all key aspects of the service proposition, including desk coverage, value-add, pricing, research and back office — as well as market positioning, share and platform usage.

Our comprehensive coverage of the major foreign exchange users combined with our deep market understanding — allows our clients to:
optimise account coverage models
systematically monitor strength of relationships
track the competition
quantify volume coverage and share of wallet
consistently measure performance across businesses
assess progress on strategic business initiatives
identify and scope business opportunities
In 2016, we conducted interviews with around 200 foreign exchange users in Australia — and 70 in New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Financial Markets


Foreign Exchange (Financial Institutions) — Australia and New Zealand

In-depth interviews with the most active users of foreign exchange amongst financial institutions (mainly fund managers and non-price-maker banks) in Australia and New Zealand. The interviews cover all key aspects of the service proposition, including desk coverage, value-add, pricing, research and back office as well as market positioning, share and platform usage.

Our comprehensive coverage of all the major foreign exchange users combined with our deep market understanding allow our clients to:
optimise account coverage models
systematically monitor strength of relationships
track the competition
quantify volume coverage and share of wallet
consistently measure performance across businesses
assess progress on strategic business initiatives
identify and scope business opportunities
In 2016, we conducted interviews with 70 of the largest financial institutions in Australia — and 18 in New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Financial Markets


Interest Rate Derivatives (Corporates) — Australia and New Zealand

In-depth interviews with the most active users of interest rate derivatives (including cross-currency swaps) amongst corporates in Australia and New Zealand. The interviews cover all key aspects of the service proposition, including desk coverage, value-add, pricing, research and back office as well as market positioning and share.

Our comprehensive coverage of all the major interest rate derivatives users — combined with our deep market understanding — allow our clients to:
optimise account coverage models
systematically monitor strength of relationships
track the competition
quantify volume coverage and share of wallet
consistently measure performance across businesses
assess progress on strategic business initiatives
identify and scope business opportunities
In 2016, we conducted interviews with 150 corporates in Australia — and 53 in New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Financial Markets


Commodity Derivatives (Corporates) — Australia and New Zealand

As part of our foreign exchange and interest rate derivatives research, we also provide summary information (volumes, market penetration) across the full range of commodity derivatives used by corporates across Australia and New Zealand.

In 2016, we collected information on commodity derivatives users in Australia and New Zealand.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Financial Markets


Debt Securities Investors (Fixed Income)

In-depth interviews with the portfolio managers and traders across the major institutional fixed income investors in the Australia market. The interviews cover all key aspects of the service proposition, including desk coverage, value-add, pricing, liquidity/market making and research — as well as market positioning and share.

Our comprehensive coverage of all the major foreign exchange users — combined with our deep market understanding — allow our clients to:
optimise account coverage models
systematically monitor strength of relationships
track the competition
quantify volume coverage and share of wallet
consistently measure performance across businesses
assess progress on strategic business initiatives
identify and scope business opportunities
The research covers all of the most used securities in the market, including:

Commonwealth Treasury Bonds/Semi-Government Bonds
Interest Rate Swaps
CPI Linked Securities
Supranational Securities
Investment Grade Corporate Bonds/FRNs (including Covered Bonds)
Asset Backed Bonds/FRNs
Credit Derivatives
Structured/Subordinated/High Yield/Hybrid Securities
Short Dated Securities (Bills/CP)
In 2016, we conducted interviews with 55 institutional investors in Australia.
For more information about this program contact:

Cameron Peter – cameron.peter@plas.com.au

Ngoc Crisafulli – ngoc.crisafulli@plas.com.au

Real Estate Services


Interviews with approximately 175 senior executives at 100 companies, including investment managers. In-depth review of real estate firms across key success factors in capital transactions, leasing, valuations, property management and workplace solutions, such as account manager capability, overall service, advice, innovative marketing and client confidentiality. The research captures the competitive situation of all major integrated and specialist real estate firms.

Over 50% of senior business executives permit full disclosure of their feedback to the heads of business at their real estate firm, providing valuable tactical feedback.

Our consulting — and recommendations — based on the research is independent and objective. With our robust analysis, consistent metrics and interactive dashboard, clients can:
systematically monitor strength of relationship
consistently measure performance across all business lines and by segment
track the competition
assess progress on strategic business initiatives
review new business efforts, including via the Net Promoter Score.
For more information about this contact:

Sandhya Chand – sandhya.chand@plas.com.au

Ryan Till – ryan.till@plas.com.au

Bespoke Research


We undertake regular bespoke research for clients across different market segments, including investment managers, statutory financial institutions and real estate firms and including offshore interviews.

Successful bespoke research requires a robust methodology, a good mix of tightly framed closed-ended questions and open-ended comments providing texture and context — and the ability to deliver in within the agreed time-frame.

Our consultants have combined market research experience of over 30 years in developing programs, designing questions, analysing feedback and consulting with senior executives on the findings and opportunities for their business.
For more information about our bespoke research contact:

Sandhya Chand – sandhya.chand@plas.com.au

Cameron Peter – cameron.peter@plas.com.au

Peter Wade – peter.wade@plas.com.au

INFORMATION REQUEST

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