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

Keep up to date!

Financial Intelligence: latest

Free analysis

  • IGM FX and Rates

    The Context

    By Andy Hicks 15 Apr 2019

    The Context

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

  • EPFR Fund Flows

    Quants Corner

    By Sayad Baronyan 15 Apr 2019

    Quant Corner

    Topic Industry News

  • Zephyr Portfolio Analytics

    MuniCrest Investment Management Company Case Study

    15 Apr 2019

    MuniCrest Investment Management Company

    MuniCrest Investment Management Company is an SEC-registered investment advisory and consulting firm specializing in the municipal bond market. The firm’s core investment style prioritizes superior long-term after-tax returns achieved through the prudent and active management of interest rate risk, yield curve risk, and credit risk in the context of each of its client’s goals and objectives. MuniCrest’s products have made Zephyr’s PSN Top Guns rankings every quarter since Q1 2010. PSN Top Guns are quarterly rankings of separate account performance and are based on data from the widely-used PSN database. MuniCrest was founded in 2000, with offices in Scituate and North Andover, Massachusetts, and is a majority owned subsidiary of Boston Hill Advisors. Read more...

    Topic Industry News Manager Analysis

  • Zephyr Portfolio Analytics

    Cadence Bank Case Study

    15 Apr 2019

    Cadence Case Study

    Cadence Bank is a leading regional bank serving Texas and the Southeast and backed by more than 120 years of tradition. The bank has built a loyal following among the region’s high net worth individuals by providing innovative, customer centric solutions that keep the pace with the busy and complex lives its clients lead. Adopting the mantra “Regional Means Personal,” Cadence is also hyper-focused on customer service, provided by top tier professionals who can assist clients with a full range of banking, financial management, investment and trust services, treasury management, and mortgage products. Read more...

    Topic Industry News Manager Analysis

  • EPFR Fund Flows

    Quants Corner

    By Sayad Baronyan 09 Apr 2019

    Quant Corner

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 08 Apr 2019

    The Context

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

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 04.08.19

    By Ryan Nauman 08 Apr 2019

    Ryan Nauman's Weekly Recap 04.08.19

    The first quarter earnings season kicks off this week, headlined by some big name financials. Investors will also be combing through the pages of the FOMC’s March meeting minutes on Wednesday. On the economic data front, I’ll be paying close attention to the CPI numbers that will be released on Wednesday. I am not expecting a big increase, but it is worth watching due to the key role it plays in Fed decision making. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Quants Corner

    By Sayad Baronyan 02 Apr 2019

    Quant Corner

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 01 Apr 2019

    The Context

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

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 04.01.19

    By Ryan Nauman 01 Apr 2019

    Ryan Nauman's Weekly Recap 04.01.19

    This is a busy week for economic data. We will get more information regarding the manufacturing sector, which has been a weak spot for the U.S. economy. Additionally, a lot of eyes will be focused on the jobs report this week. It is important that the labor market remains strong, while hourly wage growth continues to grow at a good pace while not spiking. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Client Case Study

    31 Mar 2019

    Client Case Study

    FSP have been a client of Informa Financial Intelligence since 2015 and subscribes to our EPFR Flow and Allocation data and insight product. Our main sponsor at FSP and his team of strategists utilize EPFR data in their reports and to get a good understanding of how plans are positioned across asset classes around the world. When asked about the value the data brought to his business, our sponsor commented; “I have not seen any comparable data for flow and allocation insight from any other provider in the industry. We have got used to how EPFR works and know how to get the most out of it.” Read more...

    Topic Asset Allocation

  • EPFR Fund Flows

    Jeffries Hong Kong LTD. Case Study

    31 Mar 2019

    Jeffries Hong Kong LTD. Case Study

    Jefferies Hong Kong Limited, a client of Informa Financial Intelligence, has subscribed to EPFR Flow and Allocation data and insight since 2011. Kenneth Chan, SVP Global Quantitative Strategist at Jefferies HK Ltd., and his team use a range of sources to build out their reports and EPFR’s Flow and Allocation data is a key component. Read more...

    Topic Asset Allocation

  • EPFR Fund Flows

    BCS Global Markets Case Study

    30 Mar 2019

    BCSGM Case Study

    BCS, a client of Informa Financial Intelligence since 2017, subscribes to EPFR Flow and Allocation data and insight.  Vyacheslav Smolyaninov, Chief Strategist/Deputy Head of Research at BCS, and his team use several sources to capture all the data they need to service their clients. To him, “EPFR is not only an important component, but the only provider of comprehensive data to the scale, depth and longevity they need – a really good holistic provider.” Read more...

    Topic Asset Allocation

  • Mapa Research

    The Digital Revolution of Investments

    By Rory Pennington 29 Mar 2019

    The new wave of direct-to-consumer (D2C) digital investment platforms launched by banks, fintechs and traditional investment providers has brought unprecedented change to the investment landscape. Read more...

    Topic Industry News

Upcoming events

13 May 2019 , 09:00 UTC

Austria

Conference

QuantMinds International

Theme
  • Business Intelligence

27 Oct 2019 , 09:00 PST

Austria

Conference

Money 20/20 USA

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: