Trusted by leading active managers and allocators worldwide.
active fund intelligence
Your Portfolio — Seen in the Context of Peers
Active managers make decisions every day — what to buy, what to sell, and how to position their fund. Most do so without a clear, data-driven view of how their portfolio actually compares to peers.
Which holdings genuinely differentiate you? Which are consensus? How do you appear to allocators sizing you up against the peer group? Most managers have instincts. Very few have evidence.
active fund intelligence
Active Fund Intelligence reframes how active management is understood.
AFI connects two essential lenses:
Market Intelligence
How the active universe is collectively positioned. Where capital is crowded. Where it's rotating. The context that should sit behind every portfolio decision.
Competitive Intelligence
How your fund compares to every peer. Which positions define you. Which are consensus. How you look to an allocator comparing you against forty others.
WHY COPLEY?
Copley created AFI — a new standard for understanding active management
Sole focus on actively managed funds
Trusted globally by leading managers and allocators
Expertise in peer group analysis and market structure unmatched in the industry
Get in touch
Request AFI Briefing
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.