FX & rates insights, IGM FX and Rates

IGM FX Case Study: Financial Service Provider

01 Aug 2019

FSP has been a client of Informa Financial Intelligence since 2003 and continues to subscribe to IGM as a trusted, reliable source of FX and interest rate insights. Our main sponsor and the rest of his FX Advisory and Sales team use IGM to complement other data insights. For over 10 years, our sponsor has received FX and rates analysis - including technical points such as support and resistance levels on key currency pairs - providing a fuller picture of the market, eliminating any banking environment bias. Read more...

Topic Industry News

EPFR Fund Flows

Latin American Bank Client Case Study

19 Jun 2019

LATAM Bank has been a client of Informa Financial Intelligence since 2014 and subscribes to weekly/monthly bond fund flows for all fund groups, fund level detail. Our main sponsor at LATAM Bank and his team of analysts use EPFR to better understand where there is opportunity to grow their investor base, to obtain technical data points to refer to when speaking with customers, and to analyse movement in local and hard currency. When asked about the value the data has brought to this business, our sponsor commented, “EPFR provides us with additional colour on where inflows and outflows are coming from to help us connect what is going on in the market and why. There is not a lot of reporting for LATAM and EPFR gives us the breadth and depth of coverage that others could not.” Read more...

Topic Industry News

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...

Topic Industry News Manager Analysis

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...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Great Western Bank Case Study

15 Apr 2019

How does a regional bank, headquartered in Sioux Falls, South Dakota, get on the same Top 10 National Banks list with the likes of banking giants Citi, Wells, and Chase? According to GoBankingRates.com, Great Western Bank can compete with the best because of its financial strength, accessibility, products offered and customer service. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Merchants and Planters Trust Case Study

15 Apr 2019

Merchants and Planters Bank was founded in Arkansas in 1946 as a bank that was “owned by the people, for the people,” helping to facilitate local expansion in the post-war economy. At the heart of its mission was to provide financial services for the businesses, families, and individuals in a manner that they could understand and trust. Since those early days, Merchants and Planters has grown and diversified. Merchants and Planters Trust Division was founded in 1954 to provide investment and trust services with the same commitment to transparency. This commitment, combined with Merchants and Planters dedication to personalized customer service, means ensuring clients always have a firm understanding of their investment performance. Read more...

Topic Industry News Manager Analysis

Zephyr Portfolio Analytics

Measured Wealth Private Client Group, LLC Case Study

15 Apr 2019

Richard Kesner wants you to hold on to your money. As President of the Boca Raton-based Measured Wealth Private Client Group, LLC, a wealth management advisory firm serving clients across the world for over 30 years, Mr. Kesner’s main emphasis is to focus first on capital protection, then capital growth. “Basically, we’re a value manager – everything we do is based on downside risk and downside capture ratio,” he says. But that doesn’t mean that Measured Wealth hasn’t delivered competitive returns for its client base. It just goes about it in its own way, performing strict due diligence on potential managers to ensure they share the firm’s aversion to risk, and that they can perform during adverse conditions. Read more...

Topic Industry News Manager Analysis

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...

Topic Asset Allocation