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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

  • IGM Credit

    SPECIAL REPORT - Valuation Overview of 3Q2017 APAC USD issuances

    By Haikal Razak 20 Oct 2017

    Valuation Overview of 3Q2017 APAC USD issuances

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

    Markets Will Crash Between Now & When Central Banks Stop Printing

    By Charles Biderman, Informa, TrimTabs 19 Oct 2017

    Key Question: Can Central Banks Sep Back in to Save Markets? I have been mostly bullish on the US stock market ever since realizing in October 2009 that the US Federal Reserve and other Central Banks’ money printing had eliminated the market downside.  What should be taught in Stock Market 101, particularly to those seeking to be Chartered Financial Analysts, is that all there is in the stock market are shares of stock.  Money flows in and out of the checking accounts of investors and stock market intermediaries. Read more from Charles Biderman.

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Andy Hicks 16 Oct 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

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

    Some Counter Logic with Bonds and Deficit

    By David Ader 13 Oct 2017

    It wasn’t exactly a slow news week, but still the New York Times had the temerity to take away space from any number of its Harvey Weinstein updates to tell us, way back on the 4th page of the business, that “Fed Still Puzzled by Inflation, but Rate Increase Is on Track.”  This has been the story for a year at least and the question of why inflation is low continues to give way to the Fed’s confidence in its models that it will eventually rise.   I get they want to hike, I guess everyone does.  Why they want to hike is another story though centered essentially on the Phillips curve which is rather a faulty, but persistent, argument. Read more from David Ader's latest musings.

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    Discretionary Spending Suggests US Expansion has Legs

    By Marcus Dewsnap 13 Oct 2017

    The US economic expansion is close to 100 months in length. Still short of the record 119 from 1991-to-2001. Still, this suggests there is a good chance the current expansion is at a maturity. On this, an interesting chart came across our desks (courtesy of Pictet) which we've recreated below. It shows US pleasure boat purchases as a percent of total consumption. Read more from Marcus Dewsnap.

    Topic Industry News

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

    Trump is Scaring Corporate America

    By Charles Biderman, Informa, TrimTabs 10 Oct 2017

    Float Shrink Plunging, CapEx Dropping Yet Free Cash Growing 13.3% Informa TrimTabs Weekly Liquidity Review just reported that Q3 net new corporate buying was the lowest in five years since Q3 2012 (see graph below).  Net corporate buying consists of new buyback announcements plus cash takeovers of already public companies minus all new share sales; including IPO’s secondaries as well as insider selling. Read more from Charles Biderman.

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Andy Hicks 09 Oct 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • IGM FX and Rates, IGM Credit

    The Context - newsletter from IFI Research

    By Andy Hicks 09 Oct 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

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

    Why This Hiking Cycle Might be Different

    By David Ader 06 Oct 2017

    When do we stop listening to Yellen?  This is, of course, a reference to the impending potential change in her career.  Bear in mind we will likely be listening to her even if she’s out of the Fed – brains, insight and experience do count for something – but her relevance will, like other ex-Fed officials, tend to diminish with time. Read more from David Ader's latest musings.

    Topic Industry News

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

    Keynesians Driving the Global Economy to Ruin: $1 of Government Spending is not = $1 of After Tax Income

    By Charles Biderman, Informa, TrimTabs 06 Oct 2017

    Followers of John Maynard Keynes tend to believe that $1 of government spending is just as good as $1 of after tax income, if not better. The key message of Keynesian economics is when the rate of growth of after tax profits of both industry and individuals declines, then increased government spending is supposed to not only provide a bridge but enhance an overall business recovery. Read more from Charles Biderman.

  • IGM Credit, IGM FX and Rates

    COMMENT: Q4 Outlook for CEEMEA Markets

    By Natalie Rivett 05 Oct 2017

    An examination of the risks that lie ahead in Q4 for CEEMEA markets

  • IGM FX and Rates

    COMMENT: Q4 Outlook for CEEMEA Markets

    By Natalie Rivett 05 Oct 2017

    An examination of the risks that lie ahead in Q4 for CEEMEA markets

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Andy Hicks 02 Oct 2017

    Welcome to our brand new newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • IGM FX and Rates, IGM Credit

    The Context - newsletter from IFI Research

    By Andy Hicks 02 Oct 2017

    Welcome to our brand new newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

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

    Individuals and Public Companies Acting Bearish - Bullish Spike in Stock Prices Ahead?

    By Charles Biderman, Informa, TrimTabs 29 Sep 2017

    Individuals and Public Companies Acting Bearish - Bullish Spike in Stock Prices Ahead? US stock prices are up more than 6% since the end of March.  However, you would not know that if you simply followed flows in and out of US equity mutual and exchange traded funds. Read more from Charles Biderman.

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