IGM FX and Rates

The Context

By Andy Hicks 15 Apr 2019

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

Zephyr Portfolio Analytics

MuniCrest Investment Management Company Case Study

15 Apr 2019

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...

Zephyr Portfolio Analytics

Cadence Bank Case Study

15 Apr 2019

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...

EPFR Fund Flows

Quants Corner

By Sayad Baronyan 09 Apr 2019

IGM FX and Rates

The Context

By Andy Hicks 08 Apr 2019

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

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!

EPFR Fund Flows

Balance absent when it comes to fund flows in 1Q19

By Cameron Brandt 08 Apr 2019

EPFR Fund Flows

Quants Corner

By Sayad Baronyan 02 Apr 2019

IGM FX and Rates

The Context

By Andy Hicks 01 Apr 2019

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

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!

EPFR Fund Flows

Client Case Study

31 Mar 2019

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...

EPFR Fund Flows

Jeffries Hong Kong LTD. Case Study

31 Mar 2019

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...

EPFR Fund Flows

BCS Global Markets Case Study

30 Mar 2019

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...

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...