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Accuracy and expertise

Corporations and institutions | Who we help | Financial intelligence

If your company or institution is looking to grow your corporate pension, retirement, or endowment assets in a fast-paced market environment, our suite of financial intelligence products will make your job easier.

  • Handle sophisticated performance measurement and investment analysis with Zephyr StyleADVISOR’s 125 industry-accepted statistics and metrics

  • Get comprehensive asset allocation, optimization and portfolio simulation software with our Zephyr AllocationADVISOR

  • EPFR offers the unrivalled breadth and depth of research on global fund flow and asset allocation data.

  • Get the most robust money fund data set available with iMoneyNet

  • Evaluate 2,000 money managers and 20,000 products quickly and efficiently with PSN Enterprise

  • PSN Enterprise Presentation Designer can help you craft custom presentations, making employee investment reporting or board level investment reporting that much easier

Our unique strengths

Highly flexible reporting | Financial intelligence

Robust analysis

It’s hard to get more comprehensive than Zephyr StyleADVISOR’s 125 statistics and metrics. That’s what makes it the go-to system for performance and risk analysis, peer group analysis, style attribution, manager search, asset allocation and custom reporting.
Exceptional analysis | Financial intelligence

Better screening of managers

Our proprietary manager screening tool – PSN Logic – helps you to set criteria and quickly determine which managers deserve to be on your shortlist.
Lenders and brokers | Financial intelligence

Services that scale to you

If you need a comprehensive look at thousands of investment managers and products, you can get it with PSN Enterprise. Or if you want to buy only the exact data you need, you can do that with PSN Data Select.
Easily access return data | Financial intelligence

Easily access return data

View or upload your own custom return streams for all marketable security asset classes, including mutual funds and ETFs, separately managed accounts (SMAs), stocks, annuities, hedge funds and more.
Data integration | Financial intelligence

Make communication easier

Our reporting and presentation tools help you clearly outline your strategies and performance to stakeholders at all levels. It can save you time and also communicate your value to the investment process.
Market leading services | Financial intelligence

Market-leading services

Financial Intelligence leads the way in many areas – our data sets on money funds and global fund flow are second to none, and Zephyr StyleADVISOR is the industry’s most comprehensive performance analysis software.

Recommended products

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

IRS competitive product research | Financial Intelligence

Competitive Product Research

Get an information advantage over your competitors with accurate, timely and granular pricing data.

Key benefits:

  • Accurate rate and fee data
  • Timely collection
  • Granular pricing data
IRS market research | Financial Intelligence

IRS Market Research

Capture the customer experience and see what your competitors are doing with our research services.

Key benefits:

  • Custom programs
  • Mystery shop program
  • Surveys
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

Financial Intelligence: latest

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates,

    Confessions of a Yield Curve Junkie

    By David Ader 08 Dec 2017

    It seems to me these days the flattening yield curve is our only constant. Perhaps I’m tired and certainly uninspired, but then a glance at a 10-year yield chart would tell you I have company. This could reflect how little new, critical, information is in the market; we have more Fed hikes being priced in, against still subdued inflation, and we can debate what the tax plan will actual do to boost GDP. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates,

    Hawkish Inputs, Steeper Outputs

    By David Ader 01 Dec 2017

    In a week laden with provocative headlines ranging from another North Korean nuclear test, GOP progress on the tax bill, more sexual harassment stuff (Garrison Keillor?!? Lake Wobegon hid some secrets!), Bitcoin @ 10,000, Tillerson out talk, Trump saying government shutdown is good for him, and splitting nuances between Powell and Yellen, the themes of steady long rates and shape of the yields remain rather the dominant market declarative. From a rate perspective, 10s and 30s are challenging what had been a narrow range while 2s grudgingly lift to 1.78% on hawkish Fed words. Read more from David Ader's latest musings.

    Topic Industry News

  • PSN Enterprise

    Q3 2017 PSN Top Guns – Markets Not Being Held Back from Reaching New Highs

    By Ryan Nauman 29 Nov 2017

    Ryan Nauman's quarterly PSN Top Guns market report.

    Topic Industry News Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates,

    Fed, Issuance, Inflation, Rebalancing = Flattening

    By David Ader 17 Nov 2017

    I’m going to focus on several charts that I’ve used very recently and which, considering recent price action, seem relevant. And that’s all the more so when coupled with some recent headlines. One chart I refer to shows the YTD total returns for the S&P 500 and the Aggregate Bond Index. The former is up 15% this year and the latter up 3%. To wit, as we approach the end of the year and confront cautionary warnings about equity valuations, ongoing moderate inflation figures, a hiking Fed and tax ‘reform’ uncertainties, booking profits and rebalancing the price action makes prudent sense. Read more from David Ader's latest musings.

    Topic Industry News

  • Competitive Product Research, Informagic

    Loan Rate Monitor - November 2017

    15 Nov 2017

    As we head into mid-November we see fixed mortgage rates have been on the decline. We see the 30-year conforming dropping 0.059 to 3.982 and the 30-year jumbo dropping 0.052 to 3.864. On the other hand, we see both the 5/1 ARM conforming and jumbo have increased, with the 5/1 ARM increasing 0.014 to 3.966 and 5/1 ARM jumbo with a minimal increase of 0.005 to 3.861.

  • EPFR

    EPFR: Where Fund Flows Empower Actionable Ideas

    By EPFR 14 Nov 2017

    Download our new platform interactive brochure here.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates,

    There are Many Factors Behind the Curve

    By David Ader 10 Nov 2017

    On Wednesday, the Credit Markets column in the WSJ told us “Bond Yield is Lowest in Weeks”, citing Jerome Powell’s nomination and the folderol with the GOP over taxes which got a hand when we learned the Senate GOP members were mulling over a one-year delay in implementation of the corporate tax cut amongst other divergences with the House Plan. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates,

    Steady at the Fed, Sideways in the Market

    By David Ader 03 Nov 2017

    First a word from the Department of Redundancy Department; a few weeks back I put out a series of charts on the rising Federal Deficit and the structure of the bond market. The idea is that with a rising deficit and extending maturity of the Treasury Market there will be a ‘forced’ need on behalf of investors, especially passive investors, to buy Treasuries to keep pace with changing benchmarks. BBG’s Liz Capo McCormick wrote about this as well last week in an article titled “Vanguard, BlackRock Seen as Forced Buyers in Fed's Bond Retreat.” {NSN OYOP4F6VDKHS <GO>}. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR

    Solving the Issues Caused by Target-Date Funds

    By Ryan Nauman 01 Nov 2017

    Solving the Issues Caused by Target-Date Funds

    Topic Asset Allocation Global Investment Flows Risk Statistics and Mathematics

  • EPFR, IGM Credit, IGM FX and Rates,

    Leaning Bearish on Supply, Base Effects, Positions

    By David Ader 27 Oct 2017

    Apropos of nothing, there was an article in the Wall Street Journal last week in the Greater New York section on “How to Prepare for Disaster.” ( It was all about survival prepping and bug-out bags and the like in the event some major catastrophe hits New York though the advice offered applies to any urban center. Or suburban come to think of it. Read more from David Ader's latest musings.

    Topic Industry News

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

    Could Trump Create Mini Economic Recovery That Results in Major Crash in Stock, Bonds & Real Estate?

    By Charles Biderman, Informa, TrimTabs 26 Oct 2017

    Some of the smartest people I know believe it is 50% - 50% odds now that this year we will get some sort of tax deal lowering corporate taxes. The odds are lower for anything more. For the record, I still personally doubt that Donald Trump can get anything done requiring legislative action. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates,

    Seasonal Historic Patterns Take a Holiday

    By David Ader 20 Oct 2017

    Before I begin this week’s decidedly Musings-lite, I thought it worth mentioning that the Beige Book got scant attention in the press; certainly, less than it usually does.  I think that’s telling in that it revealed painfully little that we didn’t already know and didn’t move the dial on odds of a December hike in a meaningful way.  To wit, moderate and modest are the words to describe the economy and have been the operative words for a few years now. Read more from David Ader's latest musings.

    Topic Industry News

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

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