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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

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

Key benefits:

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

Free Analysis

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    US Equity Funds Having Biggest Outflow Since Jan. 2016

    By Charles Biderman, Informa, TrimTabs 23 Aug 2017

    At Same Time Informa TrimTabs MacroIndex Makes New High US Equity Mutual and US Equity Exchange Traded Funds are on track for the biggest one month combined outflow since January 2016. That bearish tidbit follows on what I wrote last week, which was that US public companies have announced the least amount of new stock buybacks this earnings season in five years, and have also reduced actual capital expenditures on new plant and equipment so far this year to the lowest level in five years. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Zephyr, EPFR

    Revisiting Sharpe’s “Tracks in the Sand”

    By Ryan Nauman 23 Aug 2017

    Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Politics, Geo and Otherwise, Encourage ‘Bullish’ Range Bias

    By David Ader 18 Aug 2017

    The week just passed was a back and forth story for the Treasury market with, initially, a relaxation of tensions over North Korea edging rates higher which got a further lift on the back of a firm Retail Sales report and its prior upward revisions. That pressure reversed when Trump came back with yet another fiery condemnation of all sides in the Charlottesville altercation saying that both sides, including the apparently newly formed ‘alt left’, were behind the violence and equating Confederate generals to George Washington and Thomas Jefferson. The latter pair, as I recall, were in favor of creating a union vs. breaking it up so I’m not sure the analogy fits, but there you go. Read more from David Ader's latest musings.

  • iMoneyNet

    Liquidity Investors Consider Strategies for Short-Term Cash

    By Paul Adams, iMoneyNet Editor 18 Aug 2017

    The results of recent surveys of institutional investors suggest that a range of issues may be inclining institutional investors to consider alternative investments in addition to money-market funds for the management of their short-term cash.

    Topic Asset Allocation

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Has Corporate America Given Up on Trump? New Float Shrink & Capex Plunging - Cash Growing

    By Charles Biderman, Informa, TrimTabs 16 Aug 2017

    Corporate America appears to have given up on Donald Trump by their actions. I have commented several times this year, in print and on CNBC, that both newly announced stock buybacks and cash takeovers of public companies are plunging. So far this summer, corporate buying is at a multi-year low. But what’s new and much worse for the economy is that, according to S&P Dow Jones Indices’ Howard Silverblatt, capital expenditures since the start of this year --when Donald Trump was sworn in --have plunged to the lowest levels since early 2011. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Bullish Edge in Range Context

    By David Ader 11 Aug 2017

    I suppose that in the week just passed the big story that kept yields from doing anything major (other than edging lower sans drama) was the rhetoric between Trump and Kim Jong Un which is notable in itself. This hints that the domestic data was worthy of a yawn, which it was, even though my take was that it points to ongoing slow-mo growth that doesn’t do a thing to threaten more intense Fed action or provide solace to the bond bears out there. Nor, for that matter, does it do all that much for the bulls. Fence sitters rejoice. Read more from David Ader's latest musings.

  • Zephyr, EPFR

    Environmental, Social, and Governance Standards Changing How Investors View Corporations

    By Ryan Nauman 09 Aug 2017

    There are many reasons why one decides to invest in a particular investment - promising fundamental outlook, technical signals, emotional attachment, or learning.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • iMoneyNet

    Floating-NAV Primes Buck an Industry Trend

    By Mike Krasner, iMoneyNet Managing Editor 09 Aug 2017

    Prime Institutional money-market funds, consistently less likely than other Taxable MMFs to grant fee waivers, are now the most likely funds to offer some breaks to investors when it comes to charged expenses, according to iMoneyNet’s latest Money Fund Expense Report™.

    Topic Asset Allocation

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    On to Neutral, Balance Between Labor and Inflation and Demand

    By David Ader 04 Aug 2017

    In the week just passed, Treasuries bull flattened largely on the back of a set of soft data leading up to NFP and ancillary issues that have been ongoing (Washington stuff, FX influences) and a teeny bit of reduction in the market’s odds for a Fed hike later this year. Dec Fed Funds edged to 1.21+%, the lowest they’ve been since the middle of May. Hike probabilities sank to 36.5% for that month. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    VIX – The Canary in the Stock Market Coal Mine

    By Charles Biderman, Informa, TrimTabs 04 Aug 2017

    Low VIX Due to Belief that Central Banks Have the Market’s Back However When The VIX Surges Again, Watch Out Below. The VIX, the acronym for the price volatility index of the S&P 500 (also called the Fear Index) has been trading at below 10 – the lowest since December 1993. The bigger the price changes over a short period of time, whether up or down, the higher the VIX. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • IGM FX and Rates

    BoE/MPC insight - no guidance fireworks

    By Alvin Baker 03 Aug 2017

    BoE Gov's changed guidance affirms our view that the UK rates' structure has been left too low/benign

  • IGM FX and Rates

    Viewpoint: US debt ceiling negotiations an increasing concern

    By Jianhui Tan 02 Aug 2017

    Viewpoint: US debt ceiling negotiations an increasing concern

  • IGM FX and Rates

    Viewpoint: Evidence of USD weakness abating as it bounces despite soft data

    By Jianhui Tan 02 Aug 2017

    Viewpoint: Evidence of USD weakness abating as it bounces despite soft data

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Defensive Into Data Mass, Low Inflation Providing Little Solace

    By David Ader 28 Jul 2017

    In the week just passed perhaps the most anticipated event, though anticipated largely in void of any drama, was the FOMC meeting which delivered exactly what was expected. In short, there were only very modest changes to the words from the June meeting; the market’s subdued reaction reveals all. Read more from David Ader's latest musings.

  • IGM FX and Rates

    BoE/MPC insight - mins/verdict less hawkish vs QIR?

    By Alvin Baker 27 Jul 2017

    BoE Gov's changed guidance affirms our view that the UK rates' structure has been left too low/benign

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