skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Stay ahead

Fund management | Who we help | Financial intelligence

Keeping up with and assessing the competition is a never-ending task for fund management professionals. Our products will help you stay ahead, as well as enabling you to communicate your strategies effectively.

  • Assess the competition, and analyze and incorporate data into your strategies with proprietary money fund and separately managed account data

  • Analyze your performance, your performance vs competitors, and tell your story to current and prospective clients with our robust statistics

  • Present your strategies with custom-branded marketing materials and pitch books

  • Gauge investor sentiment in asset classes, regions/countries, and sectors with fund flow and asset allocation data. You can then tailor products to the right target audience at any given time.

Our unique strengths

Market leading services | Financial intelligence

A choice of solutions to help you stay ahead

iMoneyNet is the leading provider of money market mutual funds and enhanced cash information. EPFR provides fund flow and asset allocation data. Zephyr and PSN help asset managers showcase their investment strategies, as well as assess the competition and market performance.
Unique overview | Financial intelligence

Money market expertise

We offer unique intelligence on money market mutual funds accompanied by editorial and analysis from money fund experts.
Market leading intelligence | Financial Intelligence

Exceptional speed

No other fund flow provider has the breadth and speed of EPFR.

Recommended products

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

EPFR | Financial Intelligence

EPFR Fund Flows

Understand how the market is moving with unique global fund flows and asset allocation data.

Key benefits:

  • Traditional fund flows data and analysis
  • Alternative fund flows data and analysis
  • Asset allocation data
iMoneynet | Data analysis and tools | Financial intelligence

iMoneyNet

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

Key benefits:

  • Data you can trust
  • Timely delivery
  • Report generation
Zephyr | Financial Intelligence

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

Key benefits:

  • First-class customer service
  • Robust math API
  • Highly flexible reporting and presentations

Financial Intelligence: latest

Free analysis

  • IGM FX and Rates

    The Context - 2019 Outlook

    By Andy Hicks 17 Dec 2018

    Welcome to our 2019 Outlook edition of The Context, from Financial Intelligence.

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

    Ryan Nauman's Weekly Recap 12.17.18

    By Ryan Nauman 17 Dec 2018

    For the first half of the week it looked like equities may finish the week in the green. The optimism came to a halt after Japan, China, and Europe released disappointing economic data, which stoked global growth concerns. Retail sales and industrial production in China missed expectations, while the Eurozone released disappointing flash PMIs. This poor economic data coincides with continued trade concerns, an Italian budget standoff, and continued uncertainty around Brexit, after Prime Minister Theresa May survived a no-confidence vote. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM FX and Rates

    CEEMEA & LatAm 2019 Outlook - Will peak USD allow EM assets room to rally?

    By Christopher Shiells 14 Dec 2018

    A look at the key external and country specific risks that we expect to impact the CEEMEA region in 2018, and their likely affects.

  • IGM FX and Rates

    The Context

    By Andy Hicks 10 Dec 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • 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

  • IGM FX and Rates

    The Context

    By Andy Hicks 03 Dec 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 03 Dec 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 26 Nov 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • 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

  • IGM FX and Rates

    The Context

    By Andy Hicks 19 Nov 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • EPFR Fund Flows

    Questions abound as investors search for value

    By Cameron Brandt 19 Nov 2018

    Topic Industry News

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: