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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, WealthManagement.com

    A Bullish Spin on Balance Sheet Reduction

    By David Ader 24 Jun 2017

    In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

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

    What Supply and Demand Data Tells Us About Where Value in the Tech Sector Really Lies & Why

    By Charles Biderman, Informa, TrimTabs 23 Jun 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting the value stocks in the tech sector are those creating their own demand while growing free cash flow.

  • IRS Market Research, IGM Credit, IGM FX and Rates, EPFR, iMo...

    Informa Financial Intelligence Named to Annual AMA Top 50 Market Research Firms Report

    20 Jun 2017

    Each year for the past 10 years, Informa Research Services has appeared in an annual AMA Top 50 Market Research Firms Report listing of the top 50 market research firms in the United States. This year Informa Research Services’ U.S. based market research revenue is combined with the U.S. based market research revenue from EPFR Global, Informa Global Markets, iMoneyNet, Informa Investment Solutions and eBenchmarkers, to be listed as Informa Financial Intelligence at #22 in this annual listing. Read the full article here.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    Curve Flattening Implies Market at Odds With Fed Optimism

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 16 Jun 2017

    In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

    Topic Changing Rate Environment

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

    U.S. Stock Prices Might Be Facing Short Term Headwinds, But to Keep Chugging Higher Medium Term

    By Charles Biderman, Informa, TrimTabs 16 Jun 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices might be facing short term headwinds, but will keep chugging higher medium term.

  • PSN Enterprise

    Q1 2017 PSN Top Guns - Markets Display Resiliency

    By Ryan Nauman 05 Jun 2017

    Read the market review for Q1 2017, showing resiliency in U.S. markets through uncertain times. U.S. equity markets continued to hit record highs during the quarter (S&P 500 +6.07%) as investors pin their hopes on reduced taxes and regulation and an increase in infrastructure spending. The Federal Reserve hiked interest rates based on an improved outlook for the economy and inflation, while soft data continues to paint a rosy picture.

    Topic Industry News US Presidential Election Changing Rate Environment

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

    June Monthly Interest Rate Outlook

    By David Ader 05 Jun 2017

    When it comes to rate hikes, Chief Macro Strategist David Ader believes the Federal Reserve has made the switch from being data-dependent to forecast-dependent, and looks set to pull the trigger again this month. And market expectations, which are running close to 100% for another 0.25% increase, are supported by seasonal patterns. Read more from Informa Global Markets by clicking the button below.

    Topic Changing Rate Environment US Presidential Election Global Investment Flows

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

    U.S. Stock Prices Likely to Keep Chugging in Short Term

    By Charles Biderman, Informa, TrimTabs 30 May 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices are likely to keep rising over the near term.

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

    A June Hike is Well Priced in, Balance Sheet Redux Coming Soon

    By David Ader 26 May 2017

    In the week just passed the bond market gotten a respite from the ongoing tumult between the Trump Administration and, well, just about everyone else. It was a diplomatic trip for the President and a vacation for the rest of us. Call it a hiatus until his budget proposals are reworked, and in all likelihood dramatically so, and the investigations get underway. Read more from David Ader's latest musings.

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

    What Supply and Demand Data Tells Us About Today's Stock Market

    By Charles Biderman, Informa, TrimTabs 22 May 2017

    Are economic observers falling into the same trap as pollsters and pundits did pre-election and underestimating the Trump administration’s appeal – assuming he stays in office, of course?

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

    “Furor Puts the GOP Agenda at Risk”, Treasuries Eye Fed, D.C.

    By David Ader 19 May 2017

    Turmoil in Washington puts Trump’s fiscal ambitions in doubt; Treasuries rally on FTQ, low inflation continuum; Fed holds to more hawkish bias, helps flatten curve; Foreign buying picks up, not sure if a blip or a trend; Treasuries enter longest bullish phase of year. Read more from David Ader's latest musings.

  • Zephyr, EPFR

    Passive Investments: Far from Perfect

    By Ryan Nauman 17 May 2017

    Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • SEA Score, IRS Market Research

    The Red Flags You’re Missing Because of Antiquated Customer Satisfaction Data

    By Susan Hines 11 May 2017

    These days, providing exceptional customer service won’t keep customers happy or win you new ones. It sounds strange. The first lesson in Business 101 is that a happy, loyal customer feeds the engine that drives profits and growth. Satisfied customers love your brand, recommend you to friends and family and would never consider switching banks. A high promoter score means you’re making all the right moves to ensure a prosperous future. Wrong.

  • SEA Score, IRS Market Research

    Why Customer Data Is Nothing Without Strategy

    By Susan Hines 10 May 2017

    Banks are in the data business. They have long had access to more consumer data than almost any other segment of corporate America. The value of that very data can’t be overstated. It means they can create more targeted and cost-effective marketing campaigns, develop products and offers specifically tailored to customers’ wants and needs and even develop better ways to determine a customer’s creditworthiness and detect fraud.

  • SEA Score, IRS Market Research

    Is Your Bank’s Focus on Customer Loyalty Hurting Growth?

    By Susan Hines 09 May 2017

    Is loyalty in customers a good trait or a bad one? It might seem like a silly question. After all, executives and marketing professionals have viewed loyalty as a kind of Holy Grail for consumers.

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