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Informa Financial Intelligence

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  • Identifying Stock Crowding and Creating Strategies to Mitigate the Distortion
    Identifying Stock Crowding and Creating Strategies to Mitigate the Distortion
    Sayad Baronyan, Cam Brandt, Vik Srimurthy Recorded: Apr 30 2019 24 mins
    Excess liquidity. The herd instinct. Investment vehicles marching in lockstep. These are some of the classic factors that lead to ‘stock crowding,’ the phenomenon whereby most of the willing buyers for an asset already own it. If events turn those owners into sellers, they find themselves scrambling to find anyone to sell to. The result is chaotic, painful and potentially contagious. Clearly, there is value in gauging exposure to stocks that are crowded. But how to do so, especially in a market where the free float is shrinking and all of the credible names are arguably crowded? One answer is the quantitative analysis of EPFR’s stock flows and allocations data. In this webinar Sayad Baronyan, EPFR’s principal quantitative analyst for the EMEA region, will discuss the role flows data can play in identifying degrees of stock crowding and fragility and in creating strategies to mitigate or benefit the distortions this phenomenon creates in the marketplace.
  • The Rise of Environmental, Social and Governance Investing
    The Rise of Environmental, Social and Governance Investing
    Cameron Brandt, Director of Research EPFR, Informa Financial Intelligence Recorded: Mar 7 2019 32 mins
    SRI/ESG funds offer millennials the ride they’ve been asking before, but in what direction?

    Millennials, the generation that want their voice heard and thoughts considered before they make decisions, are a force to be reckoned with.
    Making up fifty percent of the world’s population, the issues most critical to them include climate change, social justice and reducing conflict -- and the asset management industry is listening.

    The Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) screened funds they have launched are harvesting assets at an accelerating pace. But is this really a reflection of millennial demand? And is this trend already beginning to fall victim to its growing success? Informa Intelligence’s fund and wealth management data offers a variety of clues and insights into this intersection of millennial goals and investment strategies that will be presented and discussed during a 30-minute webinar.

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