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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

  • SEA Score, IRS Market Research

    What It Takes To Become A Customer’s Primary Financial Institution

    By Susan Hines 24 Apr 2017

    The competition for market share in the banking industry is fierce. The typical customer is inundated with an array of offers from a variety of financial institutions, from the traditional retail bank to online lenders, payment providers and mobile-only banks. So it’s no wonder that rising numbers of consumers are increasing comfortable having relationships with several banks.

  • SEA Score, IRS Market Research

    War on Attrition: How Your Data Fails To See the Customers Who Are Ready To Leave

    By Susan Hines 21 Apr 2017

    The eruption of mobile banking and a worldwide financial crisis that shook consumer confidence have altered forever how customers interact with their financial institutions. Banks that hope to ensure future growth need to find ways to not only attract new customers, but also keep their existing one from walking out the door.

  • PSN Enterprise, Zephyr

    Inflation - Risks and Opportunities

    By Ryan Nauman 21 Apr 2017

    The consensus among economists is that inflation will increase to north of two percent in 2017, which would mark the first time since prior to the Credit Crisis that we’ve experienced consecutive years of inflation above two percent. We examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

    Topic Industry News US Presidential Election Risk Changing Rate Environment

  • SEA Score, IRS Market Research

    Why Off-the-Shelf Research Should Stay On the Shelf

    By Susan Hines 19 Apr 2017

    As the importance of marketing has accelerated for traditional retail banks in the highly competitive digital era, why would anyone make due with any old generic market research?

  • Competitive Product Research, Informagic

    Loan Rate Monitor - March 2017

    15 Apr 2017

    As we head into mid-April, we are finding that there has been a slight drop in rates compared to March’s high volatility as bond market holdings for the new month were adjusted.

  • IGM FX and Rates, EPFR, iMoneyNet, Competitive Product Resea...

    Ader's Musings - A Time for Every Purpose

    By David Ader 13 Apr 2017

    In the week just passed, longer-end Treasury yields fell to lows not seen since November 18 while short-end yields meandered providing a flatter yield curve.

    Topic Changing Rate Environment

  • SEA Score, IRS Market Research

    Why You Need to Service, Energize and Attract Customers

    By Susan Hines 12 Apr 2017

    Dig beneath all the talk about profit margins, regulations, marketing campaigns and customer satisfaction surveys and the answer is in three words -- Service, Energize and Attract customers.

  • SEA Score, IRS Market Research

    Why Satisfaction Data Misses What Customers You Don’t Yet Have Really Want

    By Susan Hines 11 Apr 2017

    These days, a high customer satisfaction score means almost nothing when it comes to winning new business.

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

    Why is this Hiking Cycle Different from all Other Hiking Cycles?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 07 Apr 2017

    Let me start with the reality that the FOMC minutes for the March meeting didn’t do much to stir the markets. Based on the various economic reviews of those minutes, that was the appropriate response: we didn’t learn a lot that we hadn’t heard before in various forms of Fedspeak.

    Topic Changing Rate Environment Industry News

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

    If We're All Downsizing, Who is Upsizing?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 31 Mar 2017

    Before I go into my more macro thinking, I’ll start with a simple 10-yr U.S. Treasury yield bar chart with, highlighted in rose, a very defined sideways channel whose broad parameters are 2.31+ to 2.63+%. Having been bullishly biased, the near-term charts look a bit more bearish with momentum shifting to higher yields. I’m not that bearish, but it’s a range and we got near the upper reaches.

    Topic Changing Rate Environment Industry News

  • Zephyr

    New to Zephyr OnDEMAND? Learn how to create blends.

    By Jeremy Poulin, Senior Client Consultant 27 Mar 2017

    This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform.  Learn how to create blends from this blog post. 

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

    DC Stumbles Hint That Markets’ Election Euphoria has run its Course

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 24 Mar 2017

    In the week just passed, the drama of economic data had its intermission with the data frontage subdued and most of that decidedly second tier in nature. The focus of the interest-rate community shifted to somewhat softer (though potentially far more critical) inputs on the political front and as a result found new impetus to sustain technical gains that were otherwise underway.

    Topic Changing Rate Environment US Presidential Election

  • WealthManagement.com, IGM FX and Rates, EPFR

    Aging America to Stifle Growth

    By David Ader, Chief Macro Strategist 22 Mar 2017

    Join Informa’s Chief Macro Strategist, David Ader, as he looks at retirement demographics and what it means for US growth and interest rates.

    Topic Changing Rate Environment

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

    The Clouds to the Fed’s Silver Lining

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

    Let me skip over the most obvious event of the week just passed which is the ‘dovish’ Fed rate hike. I say dovish not because it’s news but because the analytical emphasis is on the subdued nature of the statement and various forms of projections (which were little changed).

    Topic Industry News

  • IRS Market Research, SEA Score

    In the News: Why Millennials See Banks Differently Than Baby Boomers

    By Sue Hines 15 Mar 2017

    News article: There is just 20 years’ difference between the youngest Baby Boomer and the oldest of the so-called Millennial generation. But those two decades spell a big difference in how these generations view banks.

    Topic Industry News

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