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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 and presentations

Free Analysis

Free analysis

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 14 May 2018

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

  • PSN Enterprise, Zephyr

    Macro-Economic Forces Bring Commodities to the Forefront

    By Ryan Nauman 11 May 2018

    Macro-Economic Forces Bring Commodities to the Forefront

    Topic Returns Based Style Analysis Manager Analysis

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 07 May 2018

    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

    Be Patient With Bullish Seasonals

    By David Ader 04 May 2018

    I get that despite all the data ahead of NFP, it was inevitable that a nuanced shift in the FOMC statement would garner more attention than was warranted.  I refer to the notion that “Inflation on a 12-month basis is expected to run near the Committee’s symmetric 2 percent objective over the near term.”  The takeaway seems to be that if inflation ran a bit over that, or under for that matter, it wouldn’t compel the Fed to respond with more or less of the projected trajectory of hikes.  In other words, the market’s pricing is about right in the Fed’s view, though if it were to err I continue to think it should be to a third hike in December.  Perhaps Fed rhetoric is keeping some powder dry in light of heightened volatility and eccentricity -- I refer to the markets as much as politics. Read more David Ader's latest musings...

    Topic Industry News

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

    China Insight - Finalised New WMP rules more relaxed than expected

    By Tim Cheung and Riki Zhang 02 May 2018

    China Insight: After a multi-month consultation that started in Nov 2017, the Chinese financial regulators on 27 April announced their new rules on the CNY100tn wealth management products (WMPs) industry (see chart 1 and chart 2), effective immediately. The new rules cover most WMPs offered by most financial institutions (FIs), including banks, trusts, brokers and asset managers. Different from the past in which different sectors were regulated by different authorities, the whole industry now is put under the PBOC's supervision. Meanwhile, regulations are structured along the product types, rather than by sectors, with unified standards for each product to reduce regulatory arbitrage. Read more...

    Topic Industry News

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 30 Apr 2018

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

  • IGM FX and Rates

    Please find attached the IGM May 2018 Monthly Interest Rate Outlook

    By Marcus Dewsnap 27 Apr 2018

    May Edition of the IFI Monthly Interest Rate Outlook

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

    The 3% Solution?

    By David Ader 27 Apr 2018

    Less than two years ago, July 2016 to be precise, 10-yr Treasuries provided a parsimonious yield of 1.37%.  At the same time, 2s enticed with 58 bp which at the very least was more attractive than the 14 bp you could have gotten in 2011.  I put this out there for context against the brouhaha over 10s hitting 3% -- the first time they done that in over four years, as has been spotlighted by just about every reporter and related headline I’ve seen over the last several days.   Is 3% more important than any other level or the 18-fold rise in 2s? Read more from David Ader's latest musings.

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    LEVERAGE LOANS FEATURE: Q2 Starts with Balancing act

    By Giles Hamblett 26 Apr 2018

    As the pipeline of jumbo buyout deals continue to grow, the first post-Easter will give a decent indication of what kind of a market those deals will be facing. The Easter break came as a welcome respite after a busy Q1 which ended with a number of deals faced increasing headwinds. One source candidly admitted that several pre-Easter deals had been difficult to get away, though that being more a factor of tight pricing as much as anything else. 'Some of the deals were tough to get covered at the pricing on offer, however if they had launched 25bp wider they would have been easy,' he said. Read More...

    Topic Industry News

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 23 Apr 2018

    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

    Fed Speaks, Curve Flattens… not that Complicated

    By David Ader 20 Apr 2018

    I am not sure how complicated analysis over the bond market’s price action in the last couple of weeks needs to be; less, in this case, is more.  The main theme surely is the flattening curve and all that implies.  Behind that has to be ongoing Fedspeak that has only enhanced prospects of three more hikes this year.  Odds for a rate higher than 2.25%, implying three hikes, are still under 50% but have risen from 32%-ish on April 10 to near 44% now. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR

    Q1 2018 Fund Flows Report

    17 Apr 2018

    With the first quarter coming to a close, what are the notable fund flows insights to keep an eye on? Cameron Brandt, Director of Fund Flows Research, discusses economic drivers and where investor sentiment drove flows in Q1 of 2018 as well as what to expect in Q2.

    Topic Global Investment Flows

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 16 Apr 2018

    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

    Trading Headlines, Adult Swim Versus Kiddie Pool

    By David Ader 13 Apr 2018

    THIS TIME IT REALLY IS DIFFERENT When I started out as a strategist more than 30 years ago, I had the arrogance of youth, a long-term investing horizon and less wealth to worry about. Those three elements worked well back then, but not so much now. Read more from David Ader's latest musings.

    Topic Industry News

  • IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 09 Apr 2018

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

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