Summit Research Platform

Gaining Perspective to Become Better Investors

William Blair’s proprietary Summit research platform enables our portfolio managers and analysts to efficiently collaborate to identify high-conviction investment ideas in the pursuit of better client outcomes.

Watch our portfolio managers and analysts discuss how Summit helps them make better investment decisions.

Watch video: Global Equity Team Summit Research Platform
SUMMARY   00:58  |  IN-DEPTH   05:51

Watch video: Emerging Markets Debt Team Summit Research Platform
SUMMARY   01:34  |  IN-DEPTH   05:02

Connects the Investment Mosaic

Summit reinforces discipline and structure in our investment process; helps us integrate information into one platform; and allows our team (which operates across five different time zones) to communicate more effectively.

Jared Lou, CFA
PORTFOLIO MANAGER, EMERGING MARKETS DEBT TEAM

Makes Us More Efficient

Because Summit makes us more efficient by providing access to qualitative and quantitative data, I’m freed up to do more idea generation activities. We can not only engage with thought leaders, but be thought leaders.

Alaina Anderson, CFA
PARTNER, PORTFOLIO MANAGER, GLOBAL RESEARCH ANALYST, GLOBAL EQUITY TEAM

Enhances Our Investment Process

Summit encapsulates multiple inputs in one location. Data is more presentable, tractable, and at our fingertips. And it facilitates cross-team collaboration.

Mariana Villalba, CFA
PORTFOLIO MANAGER AND CREDIT ANALYST, EMERGING MARKETS DEBT TEAM

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Gain insights on the economy and the investment landscape.

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Gain insights on the economy, and the investment landscape.

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Enduring Partnership

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

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