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Financial Institution Pricing Data

Benchmarking Mortgage Lending – Delivering Value to Members

Benchmarking Mortgage Lending – Delivering Value to Members

Joined by ACUMA and special guest Cory Bland of Navy Federal Credit Union, our FBX mortgage experts discuss how important it is for Credit Unions to affirm their value proposition to their Members. We explore how benchmarking your lending performance can provide insights across functional areas. Do you know if you are priced competitively and if your Application-to-Funding times are optimal? Let’s find out!

Topic Industry News

EPFR - fund flow & allocations data

Quants Corner - Collective Investment Trusts: the latest wrinkle in fund time

Quants Corner

EPFR currently tracks over 133,400 shares classes offered by mutual, ETF, hedge funds and other vehicles that encompass over $46 trillion worth of assets. A small but rapidly growing part of this universe is occupied by Collective Investment Trusts, better known by the acronym CIT. Like ETFs and mutual funds, CITs are pooled investment vehicles. Unlike ETFs and mutual funds, CITs are not regulated by the SEC and not open to retail investors (though they can get access through qualified retirement plans). For providers, this lighter regulatory touch means that CITs are easier to open, have smaller compliance burdens and – often – charge lower fees. One of those providers describe CITs as “combining the cost savings of a separately managed institutional account with the convenience of a mutual fund.” Read more...

Topic Industry News

EPFR - fund flow & allocations data

EPFR – Rebound vs. Recovery; looking beyond reflation

EPFR

Looking beyond reflation… Coming into 2021 investors were seeking exposure to the green-tinged global reflation story they expect in the second half of this year and hedging against the inflation they fear will accompany renewed growth. This tension between reflationary and inflationary expectations also kept volatility in the spotlight. These themes have persisted during the first quarter. Equity funds with global mandates have posted inflows every week year-to-date, as have equity and bond funds with funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates. At the same time Inflation Protected Bond Funds have absorbed fresh money for 20 straight weeks and Bank Loan Funds, traditionally used to play rising short-term interest rates, for 14 consecutive weeks...

Topic Global Investment Flows

Digital Banking Hub, Digital Banking Research

New Tools Offer Exclusive Look into Financial Institutions’ Commercial Digital Platforms

PRN Cision Logo

New York, NY – (April 13, 2020) – FBX, an Informa Financial Intelligence company, has expanded its services to offer financial institutions unprecedented access to real digital treasury journeys with behind-the-login views and strategic analysis of competitors’ commercial digital platforms.

Topic Industry News

Digital Banking Hub, Digital Banking Research

INTRODUCING THE DIGITAL BANKING HUB’S COMMERCIAL TRACKING

INTRODUCING THE DIGITAL BANKING HUB’S COMMERCIAL TRACKING

INTRODUCING THE DIGITAL BANKING HUB’S COMMERCIAL TRACKING Get unprecedented access to real digital treasury journeys, with behind-the-login views powered by our Digital Banking Hub, and strategic analyses of competitors’ platforms provided by our digital banking experts. 

Topic Digital Banking

EPFR - fund flow & allocations data

Focus on liquidity and yield in early 2Q21

Global Navigator

During the first week of April benchmark US equity indexes climbed to new record highs, the IMF forecast full year growth of 6.4% for the world’s largest economy -- which added over 900,000 jobs in March – and US Federal Reserve officials reiterated their commitment to highly accommodative monetary policy. Against this backdrop, mutual fund investors headed in opposite directions. EPFR-tracked US Money Market Funds took in fresh money for the eighth time in the past nine weeks, a run that has seen these liquidity vehicles pull in over $170 billion, while flows to Emerging Markets and High Yield Bond Funds during the first week of the second quarter hit eight and 41-week highs respectively. Investors not stretching for yield or going liquid stuck with established reflationary and inflationary themes or looked to cut costs. Through the week ending April 7, Equity Funds with global mandates have posted inflows every week year-to-date, as have equity and bond funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates. Meanwhile Inflation Protected Bond Funds have absorbed fresh money for 21 straight weeks and Bank Loan Funds, traditionally used to play rising short-term interest rates, for 14 consecutive weeks. On the cost cutting front, there has been growing interest in Collective Investment Trusts (CITs). Like ETFs and mutual funds, CITs are pooled investment vehicles, but are not regulated by the SEC and have cost structures akin to separately managed accounts. EPFR’s coverage of CIT assets has grown fourfold over the past three years to over $850 billion, and in % of AUM terms these vehicles have been more popular with investors than ETFs or mutual funds.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.12.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.12.21

The week ahead will be a busy week for economic data, but it also marks the beginning of the Q1 corporate earnings season. Inflation has been a highly anticipated economic data release during the past few months, and it will be again during the week ahead. Despite the growing angst and rising prices in pockets of the the economy, like producer prices, headline inflation has remained muted. We will see if some of the higher prices in segments of the economy start to trickle through to the broader headline inflation number when the CPI is released. Q1 earnings season kicks off with blue chip financials reporting during the week ahead. Investor enthusiasm and expectations are high, so it will be important for companies to release solid earnings and forward guidance...

Topic Industry News

IGM Credit

IGM Global Credit Snapshot

IGM

IGM Global Credit Snapshot | Wednesday, 8th April 2021 - Global issuance volumes picked up pace over March, with Q1 volumes strong - European and US high yield markets chalked up record first quarters. - Concerns over rising inflation and in turn higher US Treasury yields continue to entice issuers to fund sooner than later - However, IGM's sentiment metrics, which largely saw average NICs track higher, does suggest some selective investor resistance. - For specific regional highlights see below.

Topic Industry News