Ranking is a process for ordering a list of analysts based on formal weighted criteria. The criteria can include points such as research coverage, visibility (e.g., publications, press quotes, social media, speeches, etc), firm affiliation, geography, risk, and others. Criteria and weights are driven by the objectives of the vendor at both the business unit and analyst relations level. Criteria and weights should evolve over time as objectives change.
While firm affiliation is an important data point, it is not the primary driver for analyst lists. Ranking should focus on individual analysts and not automatically give top placement for analysts employed by the largest analyst firms.
Since 2000, SageCircle has helped analyst relations teams to focus on business value by encouraging innovative thinking that leverages insights and drives revenue.