The Authority in Active Fund Intelligence

Copley created AFI — the standard that reveals how active managers shape markets, and how individual funds stand apart

Trusted by leading active managers and allocators worldwide.

active fund intelligence

Active Management is the lifeblood of the market, yet

  • Passive strategies have shaped recent flows and the market narrative.
  • The active–passive debate hides the diversity of insight and decision-making playing out across active strategies.
  • Allocators struggle to see conviction, making mandates harder to defend.

Traditional research is not solving this. It shows ownership snapshots and backward looking performance metrics, not how active capital actually moves, how individual funds prove differentiation, or the diversity of strategies shaping the active universe.

active fund intelligence

Active Fund Intelligence reframes how active management is understood.

AFI connects two essential lenses:

Macro Lens

How active managers, collectively, position capital and shift exposures.

Micro Lens

How an individual fund stands apart within its peer group.


AFI delivers insight through three pillars:

Market Structure

The collective influence of active capital

Peer Positioning

Where managers cluster or diverge

Fund Identity

Proof of conviction and differentiation.

WHY COPLEY?

Copley created AFI — a new standard for understanding active management

  • Sole focus on actively managed funds
  • Trusted globally by leading managers and allocators
  • Expertise in peer group analysis and market structure unmatched in the industry

Get in touch

Request AFI Briefing

Book your 30-minute AFI briefing — a guided session on how active managers are positioned, how conviction differs, and what defines the modern active landscape.