INFINZ Research Rankings

News & Events

Posted 30 May 2017

Strong investment decisions based on research expertise

The 2017 INFINZ NZ Equity research rankings have reinforced the quality of research analysis delivered by Forsyth Barr.

The annual INFINZ awards represent an independent benchmark assessment of the quality of research produced across the industry.

For the fourth consecutive year Forsyth Barr has been rated number one for strategy and quantitative research, and for the third consecutive year rated number one in retail research. More broadly, Forsyth Barr ranked in the top three across 15 of the 17 categories judged.

This year Forsyth Barr was rated first across four sectors as follows:

Chelsea Leadbetter 

Matthew Henry                       
Building & Construction     

Strategy & Quantitative Research;
Matthew LeachBrian Stewart and John Hughes

Small Caps - the team


In addition Forsyth Barr was also rated second in the following sectors:

Utilities and Energy;
Andrew Harvey-Green 

 Jeremy Simpson   Hayden Strickett, Forsyth Barr               
Jeremy Simpson and Hayden Strickett                  


Tourism & Entertainment  
Chelsea Leadbetter and Andy Bowley

Blair Galpin and Matthew Henry  

Blair Galpin                          

James Bascand


Finally, the Healthcare sector covered by Chelsea LeadbetterFood, Beverages & Agri by James Bascand; Transport by Andy Bowley; and Industrials by Mike Wyeth all resulted in third place rankings.

This recognition of the quality of our research and the breadth of expertise reinforces Forsyth Barr’s reputation as one of New Zealand’s leading full-service investment firms.

This research informs the investment advice offered to our Wholesale and Institutional clients. Importantly, it also supports the investment strategies of our Retail clients. Whether you are looking to benefit from our Portfolio Service offerings or grow savings through the Summer KiwiSaver scheme and Forsyth Barr Investment Funds, please talk to an Authorised Financial Adviser to understand how your investment decisions can be supported by our investment expertise.

If you're new to investing or just have a question please call us: 0800 367 227