PLAY VIDEO

Summit Research Platform

01:06

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.

PLAY VIDEO

Summit Research Platform

01:06

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.

Gaining Perspective to Become Better Investors

SUMMIT RESEARCH PLATFORM

Our Global Equity team portfolio managers and analysts discuss how Summit helps them make better investment decisions.

Connects the Investment Mosaic

Summit enables our Global Equity team to zoom in on specific investment ideas and zoom out on the big picture, gaining perspective on factor trends, risk analysis, and market regimes.

Makes Us More Efficient

Summit increases efficiency by providing access to qualitative and quantitative data in one location. The tool promotes collaboration and frees analysts and portfolio managers to be more creative investors.

Because Summit makes us more efficient, 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

Enhances Our Investment Process

Fundamental analysis drives our investment process; quantitative inputs inform our investment process. The Summit research platform encapsulates all of these inputs in one location, increasing efficiencies in search of investment ideas and better client outcomes.

Watch video: Summit Research Platform:
 01:06 | 06:30

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