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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, Co...

    US Equity Funds Having Biggest Outflow Since Jan. 2016

    By Charles Biderman, Informa, TrimTabs 23 Aug 2017

    At Same Time Informa TrimTabs MacroIndex Makes New High US Equity Mutual and US Equity Exchange Traded Funds are on track for the biggest one month combined outflow since January 2016. That bearish tidbit follows on what I wrote last week, which was that US public companies have announced the least amount of new stock buybacks this earnings season in five years, and have also reduced actual capital expenditures on new plant and equipment so far this year to the lowest level in five years. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Zephyr, EPFR

    Revisiting Sharpe’s “Tracks in the Sand”

    By Ryan Nauman 23 Aug 2017

    Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

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

    Politics, Geo and Otherwise, Encourage ‘Bullish’ Range Bias

    By David Ader 18 Aug 2017

    The week just passed was a back and forth story for the Treasury market with, initially, a relaxation of tensions over North Korea edging rates higher which got a further lift on the back of a firm Retail Sales report and its prior upward revisions. That pressure reversed when Trump came back with yet another fiery condemnation of all sides in the Charlottesville altercation saying that both sides, including the apparently newly formed ‘alt left’, were behind the violence and equating Confederate generals to George Washington and Thomas Jefferson. The latter pair, as I recall, were in favor of creating a union vs. breaking it up so I’m not sure the analogy fits, but there you go. Read more from David Ader's latest musings.

  • iMoneyNet

    Liquidity Investors Consider Strategies for Short-Term Cash

    By Paul Adams, iMoneyNet Editor 18 Aug 2017

    The results of recent surveys of institutional investors suggest that a range of issues may be inclining institutional investors to consider alternative investments in addition to money-market funds for the management of their short-term cash.

    Topic Asset Allocation

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

    Has Corporate America Given Up on Trump? New Float Shrink & Capex Plunging - Cash Growing

    By Charles Biderman, Informa, TrimTabs 16 Aug 2017

    Corporate America appears to have given up on Donald Trump by their actions. I have commented several times this year, in print and on CNBC, that both newly announced stock buybacks and cash takeovers of public companies are plunging. So far this summer, corporate buying is at a multi-year low. But what’s new and much worse for the economy is that, according to S&P Dow Jones Indices’ Howard Silverblatt, capital expenditures since the start of this year --when Donald Trump was sworn in --have plunged to the lowest levels since early 2011. Read more from Charles Biderman.

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

    Bullish Edge in Range Context

    By David Ader 11 Aug 2017

    I suppose that in the week just passed the big story that kept yields from doing anything major (other than edging lower sans drama) was the rhetoric between Trump and Kim Jong Un which is notable in itself. This hints that the domestic data was worthy of a yawn, which it was, even though my take was that it points to ongoing slow-mo growth that doesn’t do a thing to threaten more intense Fed action or provide solace to the bond bears out there. Nor, for that matter, does it do all that much for the bulls. Fence sitters rejoice. Read more from David Ader's latest musings.

  • Zephyr, EPFR

    Environmental, Social, and Governance Standards Changing How Investors View Corporations

    By Ryan Nauman 09 Aug 2017

    There are many reasons why one decides to invest in a particular investment - promising fundamental outlook, technical signals, emotional attachment, or learning.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • iMoneyNet

    Floating-NAV Primes Buck an Industry Trend

    By Mike Krasner, iMoneyNet Managing Editor 09 Aug 2017

    Prime Institutional money-market funds, consistently less likely than other Taxable MMFs to grant fee waivers, are now the most likely funds to offer some breaks to investors when it comes to charged expenses, according to iMoneyNet’s latest Money Fund Expense Report™.

    Topic Asset Allocation

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

    On to Neutral, Balance Between Labor and Inflation and Demand

    By David Ader 04 Aug 2017

    In the week just passed, Treasuries bull flattened largely on the back of a set of soft data leading up to NFP and ancillary issues that have been ongoing (Washington stuff, FX influences) and a teeny bit of reduction in the market’s odds for a Fed hike later this year. Dec Fed Funds edged to 1.21+%, the lowest they’ve been since the middle of May. Hike probabilities sank to 36.5% for that month. Read more from David Ader's latest musings.

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

    VIX – The Canary in the Stock Market Coal Mine

    By Charles Biderman, Informa, TrimTabs 04 Aug 2017

    Low VIX Due to Belief that Central Banks Have the Market’s Back However When The VIX Surges Again, Watch Out Below. The VIX, the acronym for the price volatility index of the S&P 500 (also called the Fear Index) has been trading at below 10 – the lowest since December 1993. The bigger the price changes over a short period of time, whether up or down, the higher the VIX. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • IRS Market Research, SEA Score

    In the News: Order in the courtship: How banks can become number one with fickle customers

    By Susan Hines 31 Jul 2017

    News article: The competition for market share in the banking industry is fierce.  As a result, the typical customer gets 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.

    Topic Industry News

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

    Defensive Into Data Mass, Low Inflation Providing Little Solace

    By David Ader 28 Jul 2017

    In the week just passed perhaps the most anticipated event, though anticipated largely in void of any drama, was the FOMC meeting which delivered exactly what was expected. In short, there were only very modest changes to the words from the June meeting; the market’s subdued reaction reveals all. Read more from David Ader's latest musings.

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

    Biderman on Markets: Zero Interest Rates Creating Lemmings Heading Towards The Inevitable

    By Charles Biderman, Informa, TrimTabs 26 Jul 2017

    For as long as both the European, UK, and Japanese central banks keep printing money the global stock market rally will continue. For as long as the rally keeps going, more and more money will flow into Exchange Traded Funds that passively invest in all the major market indices. However, when the global central banks stop printing money and thereby cease creating asset price inflation; the resulting plunge in stocks will look very similar to lemmings going over the cliff. Read more from Charles Biderman.

    Topic Changing Rate Environment Industry News

  • Zephyr, EPFR

    Keeping Longevity From Killing Your Clients' Retirement

    By Ryan Nauman 21 Jul 2017

    People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

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

    Calling it a Range, Modest Upside a Tactical Play

    By David Ader 21 Jul 2017

    In the week just passed the bond market continued its bullish recovery though with far less of the fundamental impetus that followed the prior week’s litany of economic disappointments – ranging from the Fed’s Labor Market Conditions Indicator to NFIB, CPI, Retail Sales and U Michigan sentiment. The fact that I’m relaying those specific releases now underscores the fact that there wasn’t much new to add or detract from all that. Read more from David Ader's latest musings.

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