Fund Intelligence provides asset managers with must-have information and peer-to-peer Networks serving Front Office, Back Office, and Capital Raising professionals.

Solutions and Networks

Combining actionable insights, analysis, news, data and events the Fund Intelligence networks are crucial to your firm’s daily decision making.

Front Office

Actionable information for sales, marketing, product heads and the C-suite of major mutual funds, covering marketing, product and customer trends.

Back Office

Detailed governance and compliance guidance, education and networking opportunities for board members and their advisors at mutual funds.

Key insights on the operational, middle- and back-office issues driving fund management businesses for COOs, CFOs and C-suite execs at mutual funds.

Must-have information and data for CCOs and general counsel at investment management firms and broker/dealers that makes sense of the latest regulatory and compliance developments.

An in-depth guide to the latest developments in trading technology, designed to give your mutual fund business an edge in its ability to engage with the markets.

News

MFDF to Clayton: Get board role right

Independent director advocate the Mutual Fund Directors Forum has asked the Securities and Exchange Commission’s new chairman, Jay Clayton, to…

Marissa Capodanno 14 July, 2017

Analysis

Active managers test fulcrum fees to level playing field

Since the financial crisis, active managers have faced unprecedented fee pressure as they struggle to outperform passive funds to justify…

Peter Finnerty 20 July, 2017

Opinions

Editor’s note: Market matters

Regulatory uncertainty coupled with anticipation that the new administration will treat the financial services sector with a hands-off approach has…

Marissa Capodanno 20 July, 2017

American Century board preps chair’s exit

Marissa Capodanno 14 July, 2017

DOL hints at SEC fiduciary collaboration

Jason Bisnoff 11 July, 2017

News

Northern Lights hires for reg officer role

Northern Lights Compliance Services (NLCS) has hired Brian Hourihan, former OppenheimerFunds senior VP and Securities and Exchange Commission (SEC) senior…

Danielle Kane 21 July, 2017

Analysis

Cloud security concerns decreasing

Mutual fund companies and regulators alike are warming up to the idea of moving their systems and an increasing amount…

Danielle Kane 5 July, 2017

Opinions

Webinar: Confluence discusses how regtech can ease Form N-PORT compliance

On Thursday, July 13, Confluence joined Fund Operations and Fund Technology to host an in-depth webinar on regulatory technology, more…

Danielle Kane 13 July, 2017

News

Yellen wants to slash a bank-related fund expense

Federal Reserve chair Janet Yellen told Congress on July 13, that U.S. bank regulators are mulling cuts to the supplementary…

Stan Wilson 21 July, 2017

Analysis

Tackling the SEC’s investment company reporting modernization rules

By Harry Pangas, Clay Douglas & Sara Sabour of Eversheds Sutherland The compliance dates for the SEC’s recently adopted rules…

Compliance Reporter 12 July, 2017

Opinions

Here comes the judge

This week’s issue of Compliance Reporter looks at the recent circuit split on the question of the Securities and Exchange…

Peter Rawlings 7 July, 2017

News

Synechron joins forces with Quantexa to address AML, KYC

Synechron, a financial consulting and technology provider, is working with Quantexa, a network analytics software provider, on a new project to…

Danielle Kane 19 July, 2017

Analysis

Investors with a conscience

With the announcement of President Donald Trump removing the United States from the Paris Agreement in early June of this…

Emily Sakamoto 6 July, 2017

Opinions

Honing in on TCA

With the second Markets in Financial Instruments Directive II (MiFID II) extended transparency requirements around the corner, the digital evolution…

Petra Wikstrom 6 July, 2017

Capital Raising

Research, leads, competitive intelligence covering investment strategy at public and corporate pensions for consultants and sales and marketing professionals.

Sales leads, trend information and proprietary researched geared toward sales and marketing professionals targeting the non-profit sector.

Deep intelligence and networking opportunities, focusing on the product requirements of advisors in the high-net-worth and private wealth sectors.

News

News roundup: Thrift Savings Plan modernization bill advances in House

Legislation to give federal employees more flexibility with their Thrift Savings Plan accounts was approved by the House Committee on…

Staff Writer 21 July, 2017

Analysis

Podcast of MMR’s July 17 issue

The lead stories in the July 17 issue of Money Management Report include: CalPERS feeling the heat on PE investments Dwindling…

Editorial Staff 14 July, 2017

Opinions

Consultant spotlight: Managing currency exposure

Investing in international assets results in exposure to foreign currency risk, unless the currency exposure is hedged. The currency exposure…

Andrew Akers 30 June, 2017

Prudential reorganizes business structure

Michael Paterakis 21 July, 2017

Deutsche launches CIT in DC effort

Noah Zuss 21 July, 2017

News

UMich allocates $145m to alternatives

The University of Michigan has committed $145m to alternatives with four existing managers. The $7bn system upped its already overweight…

Ben Shapiro 21 July, 2017

Analysis

Packard Foundation learning new tricks with help from investment platform

Nearly a decade since it modernized its investment office, The David and Lucile Packard Foundation has continued to evolve. Long…

Ben Shapiro 21 July, 2017

Opinions

Active management isn’t dead — far from it

Active management vs. passive management has been discussed ad nauseam, both within the endowment and foundation community and in the…

Kristin Reynolds 21 July, 2017

News

$1bn Merrill adviser goes independent, down market

Former Merrill Lynch adviser Matthew Celenza has gone independent and established Boulevard Family Wealth. With the creation of the Beverly…

Max Viscio 20 July, 2017

Analysis

Millennials favor legacy brands for robo-advice

Millennials’ preference for getting digital advice from well-established banks and asset managers is an opportunity for legacy brands to capture…

Dervedia Thomas 13 July, 2017

Opinions

July Editor’s Note

After years of teasing, MSCI has finally done it: they’ve included China A shares in their emerging markets index. And…

Max Viscio 10 July, 2017

Bond platform targets RIAs

Max Viscio 19 July, 2017

Membership Benefits

Specialist Networks for the Latest Industry Trends

Fund Action, Fund Directions, Fund Operations, Compliance Reporter and Private Asset Management, Money Management Report and Foundation & Endowment Report

Direct Access to Industry Intelligence

Up to the minute News, Analysis, Research, Comment, Insights, Directories and Videos.

Benchmark Your Firm

Industry performance data, fund launch stories, searchable data detailing personnel, staff numbers, AuM, fund types and service providers.

Global Networking Opportunities

Join your peer group, potential customers and senior industry participants at Summits, Dinners, Monthly Breakfast Briefings, Workshops and Awards.

Unique and Actionable Data Resources

A series of contact and compliance products that help you make intelligent decisions and perform better.

Dedicated Account Handlers and Analysts

Get insights and support from our Specialist Experts and Industry Analysts.

Key Statistics

The numbers that make-up the globe's most respected fund information brand

3000 Member organisations

Used by over 3000 US-based mutual
fund professionals.

500+ Events a year

500+ C-level mutual fund execs
amongst members.

40 Articles a month

Over 40 articles per week and 15
newsletters.

Testimonials

"The information generated by Fund Intelligence has informed all aspects of our business. From our head of compliance and trustees to the marketing team, we rely on Fund Intelligence’s insight to help us make the right decisions."

CEO at Boston-based mutual fund management firm

"With governance and compliance the key drivers in our industry, having access to specific resources that can educate staff is essential. Fund Directions and Compliance Reporter are channels that our board and legal team trust and respect. They have both become essential to our workflow."

COO at New York-based mutual fund management firm

"There are too many information generalists in this space and not enough subject experts. Tapping into the specific guidance of the Fund Intelligence networks has enabled us to talk intelligently to our client-base about the issues that matter to them."

Head of product at a large mutual fund administrator

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Eight specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers