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Financial Intelligence

We help customers around the world make well informed investment decisions, understand past trends, forecast future performance, drive profitability, and increase returns.

Our leading-edge financial information enables customers to gain a competitive advantage by using our research to make timely business-critical decisions and form effective strategies. 
We are a premier data provider for a diverse range of consumer and investment companies globally, serving the following markets:

  • Retail Banking
  • Investment & Asset Management
  • Wealth Management

With $34 trillion assets under management tracked, the EPFR platform provides a clear picture of investor and manager sentiment. Traders, quants, hedge funds and strategists use its predictive power to identify key market trends and build and refine investment models that create alpha and mitigate beta.

Know the credit markets inside out with IGM’s global, in depth and real-time news and analysis. We cover the investment grade, high yield, structured finance and emerging markets sectors, providing intelligence for debt capital markets teams, syndicate desks, research analysts and fund managers.

Stay connected with the Wealth Management market, reach new customers and keep up to date on the latest news and research. We help broker dealers, custodians, asset management and other wealth management firms promote products and brands, conduct research, and communicate with professionals.

Improve client retention and asset accumulation with the Zephyr portfolio of analytics solutions. Financial advisers, analysts and product providers use our robust investment analysis capabilities, custom portfolio construction tools, and insightful visuals to guide thinking and showcase expertise.

IRS is the world’s leading provider of fund management, wealth management, investment and retail banking market intelligence and competitive research. We collect rate and fee information across all banking products for retail banking product research.

In Digital Banking, our customers receive answers to the question: what are my competitors doing? We offer unique insight into competitors’ online activities using a worldwide portfolio of live digital bank accounts.

Understand how you compare to competitors through tailored peer groups of competing insurance and banking brands that share data anonymously. Based on this information, our consultants provide insights for customers to assess performance within their peer group and plan for long-term growth.

Portfolio teams and fixed income groups measure and benchmark their performance against other fund providers using iMoneyNet’s in-depth competitive analysis and rankings. Sales and marketing professionals also bring in new prospects and market their funds’ performance through our service.

Connecting professionals selling health insurance and protection products to individuals and companies. We provide frequently updated coverage across private medical insurance, critical illness, long term care, income protection, employee benefits and business protection.