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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

    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

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 12 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 11.12.18

    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

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 05 Nov 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 05 Nov 2018

    The Month Ahead…

    Topic Global Investment Flows 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

  • IGM Credit, IGM FX and Rates

    IGM US Mid-Term Elections Preview

    By Christopher Shiells, Tony Nyman, Marcus Dewsnap, Robert Graystone, and Ed Blake 01 Nov 2018

    IGM's US MID-TERM ELECTION PREVIEW – America 'still' First is now available. This report looks ahead to the key risk event next week - the 6th November US Congress and Senate elections. In it we tackle why these mid-terms are attracting greater than usual attention this time around, the possible outcomes and what this means for US economic and foreign policy for the remainder of President Trump's first term in office. Highlights include: A look at the fiscal implications of the vote and what this means for Fed policy. The likely impact on the USD and UST yields. The consequences this could have on Emerging Markets.

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 29 Oct 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 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

  • EPFR Fund Flows

    Major Asian markets still look good to some investors

    By Cameron Brandt 29 Oct 2018

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Natalie Rivett 22 Oct 2018

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

  • IGM FX and Rates

    Viewpoint: Brazilian Presidential Election - Second Round Run-Off Preview

    By Christopher Shiells 17 Oct 2018

    As Brazil heads to the polls for the 2nd round run-off vote the market has priced in a Bolsonaro victory, but can it last?

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