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Our competitive intelligence mystery shop programs help you better understand your competition. A custom designed mystery shop program captures your competition’s marketing materials, sales strategies, service levels, promotion programs, and account opening procedures. This valuable information helps you identify competitive advantages and gaps in your offerings and strategies.
Financial markets move fast. It’s tough to stay ahead of the curve and find the information that will give you an edge. That’s where we come in, providing strategists, traders, researchers and investors with the most current global view of changing investor demand and manager positioning to help mitigate risk and increase return.
“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
Serving institutional clients worldwide, we provide premier data for competitive intelligence and money market fund analysis delivering fast, accurate information for more than 2,000 US and offshore money funds as well as for ultrashort bonds.
Simplify account data analysis and manager due diligence – PSN Enterprise, a global investment analysis tool that allows you to customize and evaluate information quickly and efficiently.
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