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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

Market Research Solutions

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

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 12.10.18

    By Ryan Nauman 10 Dec 2018

    During their meeting, Trump and Xi agreed to a trade truce and put a 90-day cease fire on the trade war. Markets opened higher Monday on the news. White House economic advisor, Larry Kudlow said that trade negations will happen quickly and result in a positive outcome within the 90 days. Questions remain, as conflicting statements from the White House regarding the start date of the 90-day truce added to the uncertainty. With time to digest the news, the Monday’s gains were quickly wiped away as the week moved alon. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Trade tensions keep the lid on fund flows in early December

    By Cameron Brandt 07 Dec 2018

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 12.03.18

    By Ryan Nauman 04 Dec 2018

    All eyes will be on the much anticipated high-stakes meeting between U.S. President Trump and China President Xi Jinping at the G-20 summit this weekend. Optimism is growing for a deal to be hatched, which I find unlikely. There are too many moving parts to conjure up a grand deal over a dinner date. Instead, I look for a constructive meeting that gives Trump enough motivation to delay/remove the upcoming increase in existing 10% tariffs on $200 billion in Chinese goods to 25%, while the two sides negotiate a trade pact. I think both sides are looking for some momentum – President Trump recently lost control of the House of Representatives and is looking for a “win”, while the Chinese economy is struggling and in need of a boost – which will lead to softened tones and a more constructive discussion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 03 Dec 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.26.18

    By Ryan Nauman 26 Nov 2018

    Homebuilder confidence, measured by the National Association of Home Builders’ monthly confidence index, fell eight points to a reading of 60 in November. The 60 reading is the lowest since 2016 and missed forecasts of a flat reading. Effecting confidence was the increasing material costs, tight labor market, rising mortgage rates, and the shrinking supply of lots. Housing starts increased to a seasonally adjusted annual rate of 1.228 million in October, which was a 1.5% increase according to the Commerce Department. The reading was a 2.9% decline from a year earlier. Permits decreased 0.6% from September and was 6% lower than the year prior. Additionally, housing affordability continues to drop due to increasing mortgage rates and home prices. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Questions abound as investors search for value

    By Cameron Brandt 19 Nov 2018

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.19.18

    By Ryan Nauman 19 Nov 2018

    The Q3 earnings growth is on pace to be the largest growth since 2010. Despite the stellar earnings growth, markets have been volatile with sharp intra-day moves since the beginning of October. Investors have looked past the stellar earnings while focusing more on headline risks and securing profits rather than capitalizing on the solid earnings and falling valuations. There are notable risks at play - slowing global growth, trade concerns, and rising interest rates – which will continue for the time being. These risks have caused investors to take a defensive stance and until the risks subside, namely trade concerns, while we experienced heightened volatility. A resolution to trade will provide a much-needed boost to equities and help ease some global growth concerns. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.12.18

    By Ryan Nauman 12 Nov 2018

    Oil prices have fallen recently and we get more information regarding oil this week from OPEC and IEA. As the holiday shopping season gets closer, we get retail sales data, which may give us a little glimpse into what to expect moving forward. Investors will get more inflation data, which looks to stay around 2%, despite a tight labor market and increasing input costs. Finally, we are reaching the final leg of the third quarter earnings cycle. We will find out if retail stores capitalized on a strong consumer and what their expectations are for the upcoming holiday season. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Bond Funds see biggest monthly outflow in October since 4Q15

    By Cameron Brandt 05 Nov 2018

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.05.18

    By Ryan Nauman 05 Nov 2018

    Unless you have been living under a rock, you know midterm elections will take place Tuesday. I am very far from a political commentator, but I feel it is definitely worth discussing. There is a lot at stake here, will the GOP be able to retain control over both chambers of Congress, or will Democrats be able to wrestle away control of the House or the Senate or both? Below I take a look at some of the market implications. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 05 Nov 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 10.29.18

    By Ryan Nauman 29 Oct 2018

    Typically, investors follow corporate earnings and look for solid growth. However, that hasn’t been the case during the current earnings season. As of Friday the 26th, 48% of the S&P 500 companies have reported third quarter earnings. Currently, year-over-year earnings growth is on pace to eclipse 20%, which would beat analyst’s expectations of 19% growth. Energy, Financials, Communication Services, Materials, Information Technology, Industrials, and Consumer Discretionary sectors have all posted year-over-year revenue growth north of 15%. Additionally, 77% of the reporting companies have posted a positive EPS surprise, while 59% have posted a positive sales surprise. The positive EPS surprise of 77% is above the five year average of 71%, while in aggregate, earnings have beat expectations by 6.5%, which beats the five year average of 4.6%. At the current pace, the third quarter year-over-year earnings growth will be the third highest since Q3 2010. Solid numbers, right? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

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