Copley Fund Research

What Copley Fund Research does

Copley Fund Research is a privately held, New Zealand-domiciled (Oneroa) financial data and analytics provider focused exclusively on actively managed equity funds. Its core product is the Active Fund Intelligence (AFI) platform, which links two analytical lenses: Market Intelligence (how the active universe is collectively positioned — crowding, rotation, capital flows) and Competitive Intelligence (how an individual fund compares against its peer group). The platform is delivered through interactive web dashboards, on-demand intelligence reports, peer benchmarking and shortlist comparison tools, stock- and country-level report builders, an investor targeting tool, and downloadable datasets. Coverage spans six regional universes — USA, UK, Global, Emerging Markets, China, and Asia Ex-Japan — with claimed 17+ years of historical positioning data across hundreds of funds in each universe (e.g., approximately 339-372 emerging market funds, 332-336 global equity funds, 229-270 UK funds, 143+ China funds). Named enterprise clients include Skagen, Morgan Stanley, Liontrust, and Neuberger Berman.

The company's primary customers are portfolio managers at active equity funds and fund selectors/allocators evaluating active managers; a secondary segment is listed public companies purchasing Investor Positioning Reports to understand institutional ownership dynamics around their stock. Revenue is generated through subscription-based access to AFI dashboards, reports, and data downloads, sold via a consultative direct sales motion that includes 30-minute AFI briefings and personalized walkthroughs. Pricing is not publicly disclosed. Distribution is led through the company website, content marketing via published research insights, and direct outreach from founder/CEO Steven Holden (the public author of reports and primary sales contact).

Operationally, Copley is a boutique firm with 1-10 employees, a single named senior figure (Steven Holden), no disclosed funding rounds, no public revenue figures, and no parent company or M&A activity documented. Ownership and shareholder structure are undisclosed. The legal entity is Copley Fund Research Limited, registered in New Zealand, with global client reach evidenced by the multi-regional dashboard coverage and named asset management logos spanning European, US, and global franchises. The competitive proposition rests on domain specialization in active management positioning, proprietary longitudinal holdings data, and an AFI framework that the firm explicitly positions as a new industry data standard.

Name

Copley Fund Research

Legal name

Copley Fund Research Limited

Website

https://copleyfundresearch.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Copley Fund Research is a New Zealand-based boutique data provider that runs the Active Fund Intelligence (AFI) platform, delivering fund-positioning analytics, peer benchmarking, and ownership intelligence to active equity managers, allocators, and listed companies across USA, UK, Global, Emerging Markets, China, and Asia Ex-Japan universes.

Ownership category

akta.pro rank

Product category

Investment Research & Analytics

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Strategy & Thematic Research (FSACAGAG)

akta.pro secondary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Fund positioning analytics
• Investment research platform
• Asset management data
• Peer benchmarking intelligence
• Active fund intelligence

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Subscription/Access to Dashboards: Copley Fund Research provides data-driven fund positioning intelligence through subscription-based access to their AFI dashboards and reports. They offer various tiers of market intelligence reports, peer benchmark reports, and downloadable datasets for active fund managers and allocators.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Copley Fund Research sells subscription access to its Active Fund Intelligence (AFI) platform, which delivers Market Intelligence and Competitive Intelligence on active fund positioning across USA, UK, Global, Emerging Markets, China, and Asia Ex-Japan equity markets. Offerings consist of interactive regional dashboards, on-demand market intelligence reports, peer benchmark and peer comparison reports, stock-level intelligence reports, country report builders, and investor targeting tools, along with downloadable datasets for internal client use.

Product overview

Copley Fund Research offers a unified Active Fund Intelligence (AFI) platform that combines market intelligence and competitive intelligence capabilities for active fund management. The core AFI product consists of multiple integrated modules including Explorer Dashboards, Market Intelligence Reports, Peer Benchmark Reports, Peer Comparison Reports, Stock Intelligence Reports, Country Report Builders, and Data Access services. These modules work together to enable managers to track allocation trends, analyze fund positioning versus peers, and assess ownership cycles across global markets. The platform provides regional coverage across USA, UK, Global, Emerging Markets, and China equity markets, each with tailored dashboards and intelligence reports specific to those regions.

Differentiator

Problem solved

Functional benefit

Brands

• Active Fund Intelligence (AFI): The core analytical framework and data standard created by Copley Fund Research for understanding active fund management positioning, market intelligence, and competitive intelligence.

Products and services

• Active Fund Intelligence (AFI) Platform Proprietary intelligence platform connecting market intelligence and competitive intelligence for active fund management, enabling managers to analyze portfolio positioning versus peers and track capital allocation trends across global equity markets.
• USA Equity Dashboards Regional subscription offering providing AFI dashboards for US equity markets, including Macro Lens and Micro Lens positioning analysis of how active capital is positioned across the United States.
• UK Equity Dashboards Regional subscription offering providing AFI dashboards for UK equity markets, including Market Intelligence and Competitor Intelligence analysis of UK active fund positioning.
• Global Equity Dashboards Regional subscription offering providing AFI dashboards for global equity markets with market and competitor intelligence analysis of global active fund positioning.
• Emerging Markets Equity Dashboards Regional subscription offering providing AFI dashboards for emerging markets, including country, sector, and stock-level positioning analysis of GEM active funds.
• China Equity Dashboards Regional subscription offering providing AFI dashboards for China and Hong Kong equity markets with fund positioning analysis of MSCI China active funds.

Quantifiable outcome

• Average India weights fell from 17.47% to 9.94% over 12 months - largest country weight decline tracked
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• MSCI: MSCI provides institutional analytics including ESG, factor, and ownership data, and serves many of the same asset manager clients as Copley. While MSCI's core strength is index and risk analytics, its research data products overlap with Copley's positioning intelligence use cases for institutional investors.
• FactSet: FactSet provides portfolio analytics, ownership data, and fund research to institutional investors. Its holdings-based analytics and peer comparison tools overlap materially with Copley's AFI platform, but FactSet operates as a broad financial data and analytics incumbent rather than a specialized active-fund niche provider.
• Bloomberg: Bloomberg's Terminal provides portfolio analytics, fund holdings data, and ownership intelligence to institutional asset managers. Bloomberg overlaps with Copley on fund positioning and peer benchmarking workflows, but as a general-purpose market data platform serving many use cases beyond active fund research.
• Morningstar: Morningstar is the dominant provider of mutual fund and ETF research, ratings, and portfolio analytics for both institutional and retail audiences. While Copley is a boutique focused exclusively on active fund positioning, Morningstar offers overlapping fund research and analytics capabilities as part of a much broader investment data platform.

Direct peers

• Style Analytics (Confluence): Style Analytics provides portfolio style, peer benchmarking, and holdings-based attribution analytics to asset managers. It directly competes with Copley's AFI Competitive Intelligence use case by enabling funds to analyze positioning relative to peers and benchmarks.
• Citywire: Citywire provides fund manager research, performance tracking, and selector intelligence to asset allocators and wealth managers. It directly competes with Copley's positioning and peer benchmarking intelligence for fund selector and allocator workflows, particularly in UK and European markets.
• Lipper (LSEG): Lipper, part of LSEG, provides mutual fund classification, performance analytics, and fund research widely used by asset managers and allocators. It overlaps with Copley on fund benchmarking and peer group analytics, but is bundled within Refinitiv's broader market data ecosystem.
• eVestment (Nasdaq): eVestment is a leading provider of institutional investment analytics and peer benchmarking for asset managers and allocators. It directly competes with Copley's AFI framework in serving fund selectors and allocators evaluating active managers, with overlapping positioning and peer comparison functionality.
• Fund Evaluation Group (FEG): FEG is an institutional investment consultant providing manager research, due diligence, and peer benchmarking services to allocators. It competes with Copley's positioning intelligence and allocator benchmarking workflows, with similar buyer personas (fund selectors, institutional allocators).

Emerging players

• Trackinsight: Trackinsight provides ETF and fund research, flows, and positioning analytics to investors and asset managers. While its primary focus is ETFs/passive, its fund positioning data and analytics workflows overlap with Copley's active fund positioning intelligence from an emerging-player perspective.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CopleyFR
• LinkedInlinkedin.com/company/copley-fund-research-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Copley Fund Research