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45 product(s) and free and sample content

From: EPFR - fund flow & allocations data

EPFR - fund flow & allocations data

Flow and Allocation data provides a unique view on investor and fund manager sentiment through its mutual fund and ETF flows and positioning data across global markets, helping buy and sell-side institutions make informed decisions. “For portfolio investors, [portfolio flows] data from… EPFR… have a powerful appeal. According to one strategist, 'it is almost a crutch – they want to know the data, just because this is their business.'” –Source: Flows have powerful appeal, even as picture of the past, Financial Times

EPFR - fund flow & allocations data, IGM FX a...

A twist on foreign flows

By David Ader 10 Feb 2017

A twist on foreign flows

In the spirit of concerns over foreign flows I’m looking at some perhaps arcane aspects to such activity that both confirm what the market has already talked about and perhaps adds somewhat counter-trend perspectives to foreign flows using Informa’s EPFR data.

Topic Global Investment Flows

EPFR - fund flow & allocations data, Zephyr P...

Bond guy looks at stocks

By David Ader 03 Feb 2017

Bond guy looks at stocks

I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

From: Factsheet production

Factsheet production

 

From: Digital Banking Hub

Digital Banking Hub

Your gateway to hundreds of competitive user journeys, from behind the login. See the digital journeys and capabilities of banks, big techs, fintechs, credit card providers, credit unions, lenders, and more

Digital Banking Hub

Commercializing digital: Helping customers reach their goals

By Chris Ward 10 Aug 2021

Commercializing digital: Helping customers reach their goals

Very few banks have capitalized on understanding customer needs, for now The most common hesitation we hear around digital transformation is the fear that the bank will lose the ability to have meaningful interactions with customers and miss the opportunity to cross-sell in the branch environment. The problem is that customers, especially younger ones, are already digital first and open to looking at alternatives...

Topic Industry News Digital Banking

Digital Banking Hub

Onboarding wars: Retail banks aim to refine account opening processes

By Michael McCaw 09 Aug 2021

Onboarding

Banks looking to strengthen process of digital account opening with best practice assessment The number of clicks required to open a bank account in the U.S. using only digital means is as low as 24, but rises significantly from there. And each push of a button becomes increasingly important as account applicants place more value on apps that provide better user experience. The importance of sophisticated digital account onboarding grew during the pandemic and shows no indication of going away. With branches closed or imposing restricted hours, customers opened more accounts online and became more comfortable conducting many of their basic banking activities that way. And although many of these restrictions have eased, it so far appears that transactions are not coming back to pre-pandemic levels...

Topic Industry News Digital Banking