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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 Marcus Dewsnap 17 Sep 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 09.17.18

    By Ryan Nauman 17 Sep 2018

    Outside of the Brexit dealings, emerging markets, trade tensions, and the U.S. economic expansion have captured the majority of the headlines recently, while the eurozone continues to chug along. The eurozone continues to grow, albeit, at a slower pace than the U.S. On Thursday, the ECB revised their forecasts for future economic growth downward by 0.1% to 2.0% in 2018, and 1.8% in 2019. The sluggish growth, along with Brexit uncertainty, political risks, and trade concerns continue to pose as headwinds for the region. Concerns remain that the turmoil in neighboring Turkey may spill over into the eurozone as well. Based on these risks, the ECB left rates unchanged, while staying the course with its plan to unwind its bond buying program at the end of this year and start raising key rates during the summer of 2019. 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, IGM Credit, IGM FX and Rates, WealthManagem...

    Holding Pattern to FOMC

    14 Sep 2018

    I have to again say, out of frustration, that I don’t understand how the people can ignore the real wage components to the current narrative in light of recent CPI and AHE figures. I don’t have any doubt that this will NOT discourage the Fed from hiking, but I don’t understand how so many people and the press are willing to ignore the real component to income gains. I suppose the news is simply so good everywhere else that this particular aspect seems the anomaly, but not enough for me to avoid bringing it up again and again. In any event, with the release of August CPI at least the real Average Hourly Earnings YoY gain is in positive territory albeit a pretty lame gain of 0.2%. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 10 Sep 2018

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

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.10.18

    By Ryan Nauman 10 Sep 2018

    Despite a strong U.S. economy, solid corporate earnings, historically tight labor market, a confident consumer, a relatively accommodative monetary policy, fiscal stimulus, mild inflation, oh, and a historic bull market that has returned nearly 10% YTD as of August 31 (S&P 500), investors have turned up the defense. As you can see in the above “chart of the week”, investors have turned to defensive sectors since the beginning of July, even though economic conditions point to an environment that is good for equity markets. Health care, consumer goods, real estate, and utilities sectors, which are all traditionally viewed as defensive plays, have attracted inflows. On the fixed income side, investors have preferred short-term bonds rather than intermediate and long-term bonds. Regionally, investors continue to turn their backs on emerging market equities and have gone with the more conservative U.S. equity play. 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, IGM Credit, IGM FX and Rates, WealthManagem...

    Ader’s Musings, 2.9% - 2.9% = 0

    07 Sep 2018

    We’re about to hit the 10th anniversary of Lehman’s demise which I suspect will be the subject of some dubious nostalgia. Bear in mind, that the economy and markets were well under pressure long before this benchmark event -- the S&P 500 had peaked a year earlier. (For context, I rebased the S&P 500 to 100 at the peak and the day before Lehman’s demise it was just under 80 on its way to 43.6 in March. Today it stands at 185.) Let me go over my perspective of what’s changed with an eye to new, or renewed risks, suggesting that history can repeat itself. Read more from David Ader's latest musings...

    Topic Industry News

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 04 Sep 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 03 Sep 2018

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

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 09.03.18

    By Ryan Nauman 03 Sep 2018

    The week started with the U.S. and Mexico agreeing to a new trade deal to replace NAFTA. The accord between the two countries set momentum for a potential trilateral agreement including Canada. The U.S. and Canada rekindled trade talks following the agreement between the U.S. and Mexico, in hopes of coming to an agreement before a Friday deadline. An agreement did not happen, and the soft deadline was extended, as the two countries continue to work towards an agreement. 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, IGM Credit, IGM FX and Rates, WealthManagem...

    Countervailing Forces Keeping Rates in Range

    31 Aug 2018

    I’m not sure what one really can make of the last week of summer, though I’m inclined to put emphasis on the calendar more than the surrounding inputs I think. We have, for instance, the aftershocks of a Jackson Hole meeting and set of FOMC Minutes that while largely touted as dovish, wasn’t so dovish for the market as to stop Dec Fed Funds from hitting a new, albeit marginal, high at 2.23+% putting odds of a hike that month at near 65%. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 27 Aug 2018

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

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap 08.27.18

    By Ryan Nauman 27 Aug 2018

    The major global indexes finished the week in the black, as positive U.S. economic data and solid earnings helped offset ongoing trade tensions. The S&P 500 set a record for the longest bull market in history, eclipsing the previous mark set between 1990 and 2000. Strong quarterly earnings from traditional brick-and-mortar retailers provided an additional boost for equities. 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, IGM Credit, IGM FX and Rates, WealthManagem...

    Much Ado About FOMC Minutes

    24 Aug 2018

    One should hardly be surprised by Trump’s admonitions of the Fed, specifically his pick for Chairman, given his tendencies towards people who don’t do exactly what he wants. I’m not sure what Trump’s issue is given the generic state of the stock market and economy overall. If he were a thinking man on the topic, surely, he’d be satisfied with the tax and spending plans he has at his back and wouldn’t quibble about the Fed hiking. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 20 Aug 2018

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

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    A lot of Noise, not so Much Action

    17 Aug 2018

    It is rare, I admit, for me to find the silver lining in a given cloud, but I managed to in the recent week.  Perhaps I was inspired in this search by the approaching 10th anniversary of the Lehman bankruptcy and the differences and similarities between now and then but I’ll save those thoughts for now.  In any event, the silver lining I refer to comes in the form of household debt.  The Quarterly Report on Household Debt & Credit from the New York Fed showed a relatively modest rise in overall debt to $13.3 trillion, a gain of $82 billion.  I suppose that is the ‘bad’ news if you consider debt a bad thing for households. Read more from David Ader's latest musings...

    Topic Industry News

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