Copley created Active Fund Intelligence (AFI). We set the standard for understanding active management.
Passive dominates flows and the market narrative. Traditional fund research reduces managers to performance snapshots and static holdings. Allocators and fund managers lack a clear framework to explain how active truly works.
Steven founded Copley in 2014 to create a new standard for understanding active management. With 18+ years in investment banking at Morgan Stanley and Citi, Steven built AFI to reveal how active capital truly shapes markets.
Behind Steven is a leadership team with decades of experience at firms including Goldman Sachs, Pictet Asset Management, Fideuram, Border to Coast Pension Fund and the Australian Retirement Trust. Together, they ensure AFI reflects the realities of fund managers, allocators, and corporates worldwide.
To restore active’s authority in global markets by giving managers, allocators, and corporates the language and proof they need to explain, evaluate, and defend active management.
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.