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What we do

Copley Fund Research provide independent data and analysis on fund positioning, fund flows and fund performance.  Specialising in emerging markets, Copley meticulously analyse over 180 global emerging market strategies, providing insights in to current manager sentiment, historical investor behaviour and active fund performance. 

 
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We bring together the latest published fund information from over 180 global emerging market equity strategies, analysing time series data going back to 2011.  We look at the latest snapshot in positioning across all countries, sectors and stocks, together with recent allocation shifts by the managers in our analysis. We also categorise fund styles and review fund performance against peers and benchmarks.  Our research is directed towards fund managers, emerging market private investors and investment banking research, sales and trading professionals.

Single Purchase Reports


 

Thematic Research Reports

We write monthly research on strategically chosen subjects of interest, driven either by market events or when fund exposures reach extreme levels. We also construct and monitor two model portfolios based on the most and least favoured stocks of active EM managers. We present this together with annual and quarterly reports on active fund performance and attribution.

 

Country and Sector Positioning Reports

We produce individual reports on each major country and sector group. These show aggregated and granular positioning data from over 180 global emerging market funds, their recent activity and long term trends in allocations.

 

Subscription Packages

We offer three research packages designed and customised for institutional investors. Supplement thematic reports with in-depth commentary and data, receive comprehensive analysis on your own fund’s performance, or access powerful comparative research to set yourself apart from competition.


 

Commentary package,
$POA

- Includes all written research and commentary in the thematic reports section

- At least one report per month

- Emerging Market fund managers most and least favoured stock portfolios

 

Commentary plus data package,
$POA

- Includes all written research and commentary in the thematic reports section

- At least one report per month

- Emerging Market fund managers most and least favoured stock portfolios

PLUS

- 600 Page Fund Positioning Report. Includes all country and sector positioning reports in the latest reports section. Updated monthly.

 

Institutional package,
$POA

Includes Commentary and Data package plus:

- Data and analysis on active global emerging market fund performance versus passive

- Data and analysis on your fund performance in comparison with the active peer group, split by style, market cap focus and benchmark independence

- Data and analysis on your fund’s allocations and valuation attributes in comparison with the active peer group for all countries, sectors and stocks

- This package is a powerful tool in highlighting where your fund stands out from the competition  

 
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