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

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

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...

Topic Asset Allocation

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...

Topic Asset Allocation

Competitive Product Research, Market Research...

Success Stories: Designing for the Present, Planning for the Future

15 Jun 2018

A 50-billion-dollar financial institution is interested in new mobile banking application features. However, their app has not been updated in years and the list of features they want to add is long. This initiative will not only be time consuming, it will be expensive. Read more about Informa's successful approach here...

Topic Industry News

PSN Separately Managed Accounts (SMA) Data, P...

Success Stories: Measured Wealth Private Client Group LLC

20 Dec 2017

Quote from Richard Kesner, President of Measured Wealth Private Client Group LLC, formerly known as The CommonWealth Group.

Topic Industry News

PSN Separately Managed Accounts (SMA) Data, P...

Success Stories: Municrest Investment Management Company

20 Dec 2017

Quote from Jeffrey Slater, President, MuniCrest Investment Management Company.

Topic Industry News