The independent Benchmark for Financial Markets Sales Coverage.

Confidential Sales-Level Reporting

Participating institutions receive confidential benchmark reports relating exclusively to their own sales professionals, including dimension-level results, peer benchmark comparisons, Star Sales recognition and coverage insights.

Individual sales-level results are never published publicly.

Public Institution-Level Reporting

MSB publishes institution-level rankings and awards by asset class and region.

Public results recognize leading sales franchises based on aggregated client feedback. No individual sales-level results are publicly disclosed.

Privacy Options

Respondents select one of three visibility options governing how their information may appear in confidential sales-level reports shared only with the relevant participating institution. Respondent details are never published publicly, regardless of the option selected:

• Full Anonymity: displayed as Anonymous.
• Partial Visibility: only base country and participant type are displayed.
• Full Visibility: name, organization, base country and participant type are displayed.

Respondent Confidentiality Safeguards

Additional safeguards are applied to reduce the risk of identifying respondents who have selected Partial Visibility.

Base country and participant type are displayed only where at least two respondents providing feedback on the relevant sales professional share the same combination of base country and participant type. Where this threshold is not met, the respondent is displayed as Anonymous.

Verification & Participation Requirements

Participation is restricted to verified Financial Markets professionals. Verification is a one-time process completed using a professional work email, Bloomberg email or LinkedIn profile. Submissions that cannot be automatically verified may be reviewed manually by the MSB team.

Each respondent may submit one benchmark response per asset class, and each submission must include feedback on a minimum of five sales professionals.

To qualify for public institution-level rankings within an asset class and region, an institution must have received feedback on at least 15 different sales professionals.

Integrity & Quality Controls

Internal employee reviews are prohibited. Respondents may not evaluate sales professionals employed by their own institution. Bank-to-bank responses may be subject to enhanced review and additional validation.

MSB applies quality controls designed to identify duplicate submissions, unusual scoring patterns, score inflation or deflation, conflicts of interest, incomplete responses and attempts to influence benchmark outcomes. Responses that do not meet MSB quality standards may be excluded from the benchmark.

MSB may periodically review and refine its methodology, participation requirements and reporting standards to maintain the consistency, fairness and integrity of the benchmark.