Summit Research Platform
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.
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Gain More Insights
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.