Emerging Market Fund Analysis

Copley Fund Research collate and analyse data on global emerging market equity funds.  Our research is focussed on two areas:

Fund Positioning

Global Emerging Market fund managers invest across a diverse range of countries, sectors and stocks throughout the developing world.  They are uniquely positioned to view emerging markets from a global perspective and construct portfolios to reflect the best investment themes and opportunities available.  We offer a research service that analyses the allocations and ongoing activities of global emerging market fund managers.  By analysing the portfolios of 134 active GEM equity funds we are able to deliver unique insights into how the market is positioned and when convictions and sentiments are changing.  The research is consumed by global emerging market investment professionals and is key to understanding the pulse of the market, as well as understanding where a fund’s strategy stands out from the competition. For more information, click here.

Fund Advisory

Copley Fund Research gather stock holdings and performance data from over 130 global emerging market equity strategies. Global Emerging Market funds differ markedly in their styles, allocations and independence from the benchmark index. We can help allocators select a GEM fund that fits into their overall strategy based on a specific country or sector mix, or by choosing a fund that is either aligned, or independent from the benchmark index. Our data suggests that on average, benchmark independent funds have outperformed both benchmark aligned funds and the underlying benchmark index over the long term, and understanding this is key to choosing a well-run GEM strategy that does not just focus on short-term outperformance. For more information, click here