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Portfolio performance | How we help | Financial intelligence

How do you showcase market performance, while maintaining client privacy and conforming to regulations? Financial Intelligence products can help. Our modular performance measurement platform, tools and client reporting systems will give you the full picture, offering a sense of certainty and confidence in an uncertain market environment.

How we can help

  • Outsource middle and back-office client reporting and performance accounting tasks to us where you need to
  • Create eloquent reports with a world-class set of report templates that can be branded and customized to your organization. Plus, we can implement proprietary reports too
  • Cover every aspect of the wealth management cycle – including raw data feeds – with our full suite of wealth management tools
  • Perform a range of calculations, from net and gross performance, to time and dollar weighted, to security, asset class and sub-asset class performance, to MPT and PMPT statistics
  • Generate investment planning and proposals based on your business and compliance rules

 

Implementation is quick and easy with standard adapters to many of the most utilized custodians and processors.

Recommended products

Some of our top solutions are itemized below. For our full suite, please see Products & services

PIQ | Financial Intelligence

PerformanceIQ

Create fast, reliable, third party-verified performance reports for client presentations.

Key benefits:

  • Dedicated data management team
  • Investment monitoring and risk analytics
  • Enhanced communication
PSN | Financial Intelligence

PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

Key benefits:

  • Logic function
  • Presentation designer
  • Hybrids system
Zephyr | Financial Intelligence

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

Key benefits:

  • First-class customer service
  • Robust math API
  • Highly flexible reporting and presentations

Free Analysis

Free analysis

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 17 Sep 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 09.17.18

    By Ryan Nauman 17 Sep 2018

    Outside of the Brexit dealings, emerging markets, trade tensions, and the U.S. economic expansion have captured the majority of the headlines recently, while the eurozone continues to chug along. The eurozone continues to grow, albeit, at a slower pace than the U.S. On Thursday, the ECB revised their forecasts for future economic growth downward by 0.1% to 2.0% in 2018, and 1.8% in 2019. The sluggish growth, along with Brexit uncertainty, political risks, and trade concerns continue to pose as headwinds for the region. Concerns remain that the turmoil in neighboring Turkey may spill over into the eurozone as well. Based on these risks, the ECB left rates unchanged, while staying the course with its plan to unwind its bond buying program at the end of this year and start raising key rates during the summer of 2019. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    Holding Pattern to FOMC

    14 Sep 2018

    I have to again say, out of frustration, that I don’t understand how the people can ignore the real wage components to the current narrative in light of recent CPI and AHE figures. I don’t have any doubt that this will NOT discourage the Fed from hiking, but I don’t understand how so many people and the press are willing to ignore the real component to income gains. I suppose the news is simply so good everywhere else that this particular aspect seems the anomaly, but not enough for me to avoid bringing it up again and again. In any event, with the release of August CPI at least the real Average Hourly Earnings YoY gain is in positive territory albeit a pretty lame gain of 0.2%. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 10 Sep 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.10.18

    By Ryan Nauman 10 Sep 2018

    Despite a strong U.S. economy, solid corporate earnings, historically tight labor market, a confident consumer, a relatively accommodative monetary policy, fiscal stimulus, mild inflation, oh, and a historic bull market that has returned nearly 10% YTD as of August 31 (S&P 500), investors have turned up the defense. As you can see in the above “chart of the week”, investors have turned to defensive sectors since the beginning of July, even though economic conditions point to an environment that is good for equity markets. Health care, consumer goods, real estate, and utilities sectors, which are all traditionally viewed as defensive plays, have attracted inflows. On the fixed income side, investors have preferred short-term bonds rather than intermediate and long-term bonds. Regionally, investors continue to turn their backs on emerging market equities and have gone with the more conservative U.S. equity play. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    Ader’s Musings, 2.9% - 2.9% = 0

    07 Sep 2018

    We’re about to hit the 10th anniversary of Lehman’s demise which I suspect will be the subject of some dubious nostalgia. Bear in mind, that the economy and markets were well under pressure long before this benchmark event -- the S&P 500 had peaked a year earlier. (For context, I rebased the S&P 500 to 100 at the peak and the day before Lehman’s demise it was just under 80 on its way to 43.6 in March. Today it stands at 185.) Let me go over my perspective of what’s changed with an eye to new, or renewed risks, suggesting that history can repeat itself. Read more from David Ader's latest musings...

    Topic Industry News

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 04 Sep 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 03 Sep 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.03.18

    By Ryan Nauman 03 Sep 2018

    The week started with the U.S. and Mexico agreeing to a new trade deal to replace NAFTA. The accord between the two countries set momentum for a potential trilateral agreement including Canada. The U.S. and Canada rekindled trade talks following the agreement between the U.S. and Mexico, in hopes of coming to an agreement before a Friday deadline. An agreement did not happen, and the soft deadline was extended, as the two countries continue to work towards an agreement. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    Countervailing Forces Keeping Rates in Range

    31 Aug 2018

    I’m not sure what one really can make of the last week of summer, though I’m inclined to put emphasis on the calendar more than the surrounding inputs I think. We have, for instance, the aftershocks of a Jackson Hole meeting and set of FOMC Minutes that while largely touted as dovish, wasn’t so dovish for the market as to stop Dec Fed Funds from hitting a new, albeit marginal, high at 2.23+% putting odds of a hike that month at near 65%. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 27 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 08.27.18

    By Ryan Nauman 27 Aug 2018

    The major global indexes finished the week in the black, as positive U.S. economic data and solid earnings helped offset ongoing trade tensions. The S&P 500 set a record for the longest bull market in history, eclipsing the previous mark set between 1990 and 2000. Strong quarterly earnings from traditional brick-and-mortar retailers provided an additional boost for equities. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    Much Ado About FOMC Minutes

    24 Aug 2018

    One should hardly be surprised by Trump’s admonitions of the Fed, specifically his pick for Chairman, given his tendencies towards people who don’t do exactly what he wants. I’m not sure what Trump’s issue is given the generic state of the stock market and economy overall. If he were a thinking man on the topic, surely, he’d be satisfied with the tax and spending plans he has at his back and wouldn’t quibble about the Fed hiking. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 20 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    A lot of Noise, not so Much Action

    17 Aug 2018

    It is rare, I admit, for me to find the silver lining in a given cloud, but I managed to in the recent week.  Perhaps I was inspired in this search by the approaching 10th anniversary of the Lehman bankruptcy and the differences and similarities between now and then but I’ll save those thoughts for now.  In any event, the silver lining I refer to comes in the form of household debt.  The Quarterly Report on Household Debt & Credit from the New York Fed showed a relatively modest rise in overall debt to $13.3 trillion, a gain of $82 billion.  I suppose that is the ‘bad’ news if you consider debt a bad thing for households. Read more from David Ader's latest musings...

    Topic Industry News

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