Fund Positioning
Analysis

Actionable Insights for Active Investors

About Copley Fund Research

Insights into Active Equity Fund Positioning

Copley Fund Research empowers fund managers, financial institutions, and corporates with premier research and data-driven tools to navigate the complexities of global investment markets. Combining deep analysis of macro trends, comparative peer group insights, and comprehensive datasets on fund positioning, we help clients decode market dynamics, highlight their competitive strengths, and unlock actionable opportunities. Whether tracking investor sentiment, evaluating positioning, or uncovering emerging trends, Copley delivers the intelligence you need to stay ahead.

our Research

Services

Market Insights

Access in-depth analysis of equity fund positioning through our monthly 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.

Datafeeds

Gain direct access to our comprehensive fund holdings datasets, featuring granular country, sector, and stock-level data, with white-labelling options for seamless internal and external reporting..

Valued Partners

Supporting 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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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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