| EPFR Global provides customized research, analysis and consulting services on global fund management and financial markets for clients in the financial services industry.
Our consulting services team consists of a global network of fund researchers and financial analysts with regional and sector specific expertise. The team has many years of combined experience generating unbiased analysis for institutional investors and the fund management industry.
Services provided to clients have included:
- Development of fund related content for the web sites of leading global asset management companies. Services provided by EPFR Global enhanced client’s marketing efforts through analysis demonstrating the expertise of their portfolio managers in global markets. This included fund manager interviews, country, regional and sector analysis, and white papers on trends in global investment management. These types of services help fund management firms retain existing clients and attract new prospects through customized content that supports products and services while saving resources.
- Customized research supporting the launch of new funds for product development specialists in the investment management industry. Projects used EPFR Global fund flows and performance data to identify the most successful investment managers within their fund category and EPFR Global’s consulting team provided qualitative analysis of the internal organization, investment processes and strategies, and marketing channels responsible for such success.
- Presentations by EPFR Global managers and senior analysts to sell-side research and buy-side portfolio management teams on investable trends in EPFR Global fund data.
Each project is tailored to the needs of clients.
To view samples of these in-depth research reports, please click on the links below:
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