skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Welcome to your Financial Intelligence advantage

Business intelligence

Business intelligence

We’re the world’s leading provider of fund management, wealth management, investment banking and retail banking market intelligence and competitive research.

Data you can trust

Data and analysis

Get the insight and intelligence you need to make strategic decisions with independent, actionable expertise and quality market and competitive research.

Quick stat

Tailor-made solutions

Satisfy your sophisticated requirements with tailor-made solutions from single reports and data downloads to enterprise solutions to custom consultancy.

Expert analysis

Global industry experts

Leverage comprehensive analysis and reports from our interconnected global network of 70+ in-house analysts.

Financial Intelligence: latest

Free analysis

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #3

    By Paul Needels and Ray Montague of Informa Financial Intelligence 14 Aug 2018

    Part #3 - Strategies for Deposit Products The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #3, in a series of seven, is a discussion of what is happening already with deposit products and what strategies for creating and promoting deposit products can be designed for the rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #4

    By Paul Needels and Ray Montague of Informa Financial Intelligence 14 Aug 2018

    Part #4 - Loan Products - Profitability and Risk-Based Pricing The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #4, in a series of seven, is a discussion of what is happening in lending and what strategies for profitability and risk-based pricing should be considered for this rising rate environment.

    Topic Changing Rate Environment

  • IGM FX and Rates

    The Context

    By Andy Hicks 13 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    It's all Good… in Nominal Terms

    By David Ader 10 Aug 2018

    In a recent speech, NY Fed President Williams spoke about “The Future Fortunes of R-star; Are they really rising?” I took a look at the graph of the estimate for the Natural Rate of Interest to see what’s going on with this particular measure. In a 2015 paper, Williams wrote that IF the estimated rate stayed low, “future episodes of hitting zero lower bound are likely to be frequent and long lasting.” In 2017, he looked at the details to conclude that a low R-star was 1) not a US story alone, but a global one, 2) it was likely to be long lasting and) it was not confined merely to low risk assets. As such, unusual monetary policies were likely to be the norm and that with globally low interest rates risks to financial stability are greater than they were. Read more from David Ader's latest musings...

    Topic Industry News

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #2

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #2 - Consumer Sentiments and Keys to Success The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #2, in a series of seven, is a discussion of consumer sentiments and understanding the keys to success in this rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #1

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #1 - Introductions and Topic Overview The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #1, in a series of seven, is an introduction and overview of the topic, the rising rate environment.

    Topic Changing Rate Environment

  • EPFR

    The Month Ahead…

    By Cameron Brandt 09 Aug 2018

    The Month Ahead…

    Topic Global Investment Flows Brexit

  • TrimTabs Investment Research

    The Month Ahead…

    By David Santschi 09 Aug 2018

    The Month Ahead…

    Topic Global Investment Flows

  • IGM FX and Rates

    Viewpoint: Lira Crisis Has Left Turkish Banks Looking Vulnerable

    By Natalie Rivett 08 Aug 2018

    The Turkish economy and banking sector has become increasingly vulnerable to persistent Lira weakness.

  • IGM FX and Rates

    The Context

    By Natalie Rivett 06 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 08.06.18

    By Ryan Nauman 06 Aug 2018

    Solid second quarter earnings continue to help offset escalating trade concerns, as the S&P 500 finished the week up .80%. Todate, more than 80% of S%P companies have reported earnings, with 80% beating estimates (FactSet). Here are some of the highlights, which came from the tech sector. Apple beat earnings estimates and provided better-than-expected forward guidance after experiencing their best third quarter earnings ever. The announcement helped the embattled tech sector move forward after a tough week, and propelled Apple to be the first $1 trillion U.S. company. Caterpillar reported better-than-expected earnings and raised its full-year outlook, despite saying tariffs will reduce the bottom line between $100 and $200 million in the second half. Proctor & Gamble, Pfizer, DowDuPont, and Aetna all reported better-than-expected earnings. Meanwhile, Tesla reported wider-than-expected losses, but to the delight of investors, experienced smaller cash burn than expected, while also reaffirming profitability during the second half. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • IGM FX and Rates

    Viewpoint: US sanctions to be more painful for Turkey than Russia

    By Christopher Shiells 02 Aug 2018

    US slapped sanctions on Turkey, which is the last thing the vulnerable economy needed - we look at Russia as a recent example

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 30 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.30.18

    By Ryan Nauman 30 Jul 2018

    This week marked the busiest week of the second quarter earnings season, as the S&P 500 rose modestly on solid earnings and promising trade news. To date, 53% of the S&P 500 companies have announced second quarter earnings, with 83% of them beating estimates (FactSet). Lets start with the headliner, Facebook. Most were expecting big numbers from Facebook, but the big numbers they received were not the ones they expected, as in a $120 billion decrease in market value. Facebook plunged after reporting mixed earnings, while providing a downbeat forecast for the remainder of the year. The numerous scandals/sins they were able to withstand over the past few months finally caught up to them. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • Market Research Solutions, Competitive Product Research, Map...

    Looking into the future: Personal Finance Management tools (PFMs)

    By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 30 Jul 2018

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

    Topic FinTech

Our specialties

Turn raw data into usable information and actionable intelligence. We offer the most accurate, timely data to help you cover every aspect of portfolio performance and communicate it effectively and in compliance with regulations.
Make decisions that matter and drive your business forward with the most robust set of investment analytics on the market. As well as improving your in-house processes, our mathematics and research capabilities will help you tell your story to your clients.
Make investment decisions faster with data and insight at your fingertips. Our suite of tools brings you independent, actionable intelligence on the global financial markets, powered by renowned market analysts.
Hone your business strategy with leading-edge financial information and critical decision-making intelligence. Our custom-designed programs of research, insights, and analysis give you the tools to achieve your goals.
Advertising revenue. Traffic. Brand recognition. Marketing success. That’s what we offer to our media partners. Our name, our data and our advertising opportunities can help you achieve your goals.

Upcoming events

03 Sep 2018 , 09:00 HST

Hong Kong

Conference

Fund Forum Asia

Theme
  • Business Intelligence

12 Sep 2018 , 09:00 CST

USA

Conference

TUG National Conference

Theme
  • Business Intelligence

13 Sep 2018 , 09:00 CST

Chicago , USA

Conference

Northern Trust FOCUS

Theme
  • Business Intelligence

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: