EPFR - fund flow & allocations data

EPFR Launches ‘Fixed Income Flows and Holdings’ with Monthly Fund-Level Securities Data

22 Feb 2022

New dataset showcases investor interest for individual fixed income securities across both mutual funds and ETFs

EPFR Data Reports Total Global ETF Assets Exceed $10 Trillion

11 Nov 2021

Boston, MA – (November 11, 2021) – EPFR, a subsidiary of Informa Financial Intelligence and worldwide industry leader in providing fund flows and allocation data to financial institutions, announces today that total global ETF assets have surpassed $10 trillion according to EPFR’s proprietary database. This milestone is a proof point of accelerated investor interest in ETFs, globally, a trend that began in the wake of the 2008 Great Financial Crisis.

Financial Institution Pricing Data

FBX of Informa Financial Intelligence and Novantas Announce Name of New Business

28 Jul 2021

NEW YORK - July 29, 2021 - FBX, an Informa Financial Intelligence business, alongside Novantas, announced today the name of their combined business—Curinos—a new entity equipping financial institutions with expanded data sets, intelligent technologies and market expertise that empower clients to make more profitable, data-driven decisions faster. Curinos is the newest subsidiary of Informa plc (LSE: INF), resulting from the combination of its Financial Benchmarking & Omnichannel Experience (FBX) business with Novantas, Inc., a preeminent fintech provider of advanced decision support systems and data to the banking industry. Together, Curinos creates a leading data intelligence business serving global financial institutions across lending, deposits, and digital banking solutions. Curinos, a combination of the words “customers,” “innovation” and “nos,” the Spanish word for “us,” reflects the forward-thinking vision of the unified businesses.

EPFR Launches Dataset Providing New Market Insights from Global Hedge Fund Flows

28 Jun 2021

Boston, MA – (June 29, 2021) – EPFR, a subsidiary of Informa Financial Intelligence and worldwide industry leader in providing fund flows and allocation data to financial institutions, announces its Hedge Fund Flows dataset. The new offering applies EPFR’s core competency in a combined database between EPFR and partner, Backstop BarclayHedge, delivering clients investment insights from a particularly discrete investor type.

Financial Institution Pricing Data

Informa Financial Intelligence Unifies FBX Business with Novantas, Inc., Enabling Financial Institutions to Make More Profitable, Data-Driven Decisions Faster

02 Jun 2021

New York, NY – (June 3, 2021) – Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced the completion of an agreement to combine its FBX business with Novantas, Inc., a preeminent fintech provider of advanced decision support systems and data to the banking industry, following U.S. regulatory approval. The business is established to help financial institutions increase their effectiveness in acquiring, retaining and growing profitable customer relationships. Combining the businesses offers unprecedented access to comprehensive market and competitive data and analytics, connected behavioral insights, proven decision support tools and optimized omnichannel customer engagement. Craig Woodward, current President of Informa Financial Intelligence, is becoming CEO of the combined business and a member of its newly established Board. Woodward will provide the strategic vision of the business, advancing its growth and development and overseeing an executive leadership team that will manage daily operations. Mark Greene, former CEO of FICO, brings decades of experience in leadership and executive positions in the banking industry and has been appointed to serve as Chair of the Board, effective immediately.

Zephyr Portfolio Analytics

Informa Financial Intelligence’s Zephyr and Bell Bank Deepen Performance Partnership with Private Wealth Management Integration

03 May 2021

Informa Financial Intelligence’s Zephyr and Bell Bank Deepen Performance Partnership with Private Wealth Management Integration

Financial Institution Pricing Data

Informa Explores Robo-Advisory Space with New Digital Tool

29 Apr 2021

New York, NY – (April 28, 2021) – Financial services firms looking to grow robo-advisory wealth-management platforms can now gain market insights and competitive intelligence with new digital tracking launched by Financial Benchmarking & Omnichannel Experience (FBX).

Financial Institution Pricing Data

Informa Financial Intelligence Enters Agreement to Combine with Novantas, Inc.

25 Apr 2021

New York, NY – (April 26, 2021) – Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced that their FBX business will be combined with Novantas, Inc, a preeminent fintech provider of advanced decision support systems and data to the banking industry. With their unified offerings and solutions, this combination will create a leading data intelligence business serving the retail and commercial banking market across lending, deposits, and digital banking solutions. The development has been agreed between Informa, Novantas,Inc and Inflexion, a mid-market private equity firm. The combination is subject to customary US regulatory approval and the finalization of additional terms and documentation and is expected to complete by the end of the first half of 2021.