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 financial institutions 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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