Fund Positioning
Analysis

Dedicated positioning research for active managers and Financial Professionals

About Copley Fund Research

We Provide Leading Research on Investor Positioning

At Copley Fund Research, we empower fund managers, financial institutions, and corporates around the globe with premier, independent data and in-depth analysis on long-only equity fund positioning. Our exclusive research provides detailed insights into market dynamics and investor behavior.

Stay informed of global investment trends, understand your position in the market, track the positioning and movements of key clients in your coverage, and provide your audience with the latest visualizations on fund positioning— enquire about our subscription packages today.

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Global
340 Funds
Emerging Markets
360 Funds
Asia
286 Funds
USA
300 Funds
UK
275 Funds
China
250 Funds
Valued Partners

Empowering Leading Buy-Side and Sell-Side Institutions

Copley Fund Research proudly serves some of the world's top-tier financial institutions, offering detailed data and analysis on fund positioning across six fund universes. Our trusted clients include renowned names on both the buy-side and sell-side, along with a growing number of corporate clients.

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insights

Fund Positioning Chart Pack

Stay updated with latest investment trends in active equity fund positioning from our 6 active equity fund universes.

our Research

Services

Market Insights

Access in-depth analysis of equity fund positioning through our bi-weekly reports and interactive dashboards for unrivalled market insights.

Peer Group Analysis

Benchmark your fund against active competitors with our detailed reports and interactive dashboards on peer group positioning and strategy.

Investor Targeting

Utilize our extensive database for detailed insights into fund holdings in your industry, aiding in effective investor targeting and engagement.

Data

Gain direct access to our comprehensive fund holdings dataset, including customizable charting and white-labelling for internal reporting.

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Our Coverage

Global Funds

340 Active Strategies, AUM $1tr

Global Emerging Market Funds

360 Active Strategies, AUM $400bn

Asia

286 Active Strategies, AUM $160bn

US Funds

300 Active Strategies, AUM $3.3tr

UK Funds

275 Active Strategies, AUM $150bn

China Funds

250 Active Strategies, AUM $80bn

1900

FUNDS

30000

STOCKS

111

COUNTRIES

130

INDUSTRIES

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Expanding Our Reach Through Premier Distribution Partners

Copley Fund Research's in-depth analysis and data are now easier to access than ever through our premier distribution partners: Bloomberg, SmartKarma, Factset, and AlphaSense. These collaborations make it seamless for financial professionals to access our leading insights and comprehensive fund positioning analysis.

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