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

SEC examiner: Increased IA focus planned

As the industry waits to see the direction in which newly sworn-in Securities and Exchange Commission Chairman Jay Clayton plans to take regulator,…

Jason Bisnoff 18 May, 2017

Analysis

ETF boards need to apply Gartenberg differently

The differences between the respective cost structures of exchange-traded funds and mutual funds and the nature of advisory services provided…

Amy Doberman, WilmerHale 5 hours ago

Opinions

ETF boards need to apply Gartenberg differently

The differences between the respective cost structures of exchange-traded funds and mutual funds and the nature of advisory services provided…

Amy Doberman, WilmerHale 5 hours ago

IDC launches director training program

Marissa Capodanno 18 May, 2017

ICI: SEC needs reminder on board role

Marissa Capodanno 15 May, 2017

News

Trump signs resolution to kill state-sponsored IRAs

President Donald Trump has signed a resolution to kill Obama-era regulations encouraging states to create retirement plans for private-sector employees without access to retirement…

Michael Paterakis 2 hours ago

Analysis

Biometrics: Protecting Client Assets

As the threat of cyber attacks looms larger all the time, investors are demanding an increasing amount of protection from…

Danielle Kane 8 May, 2017

Opinions

Comment: Looking beyond the letter of the law for SEC liquidity rule

Stacy Louizos, Partner, Drinker Biddle & Reath With the compliance deadline for Rule 22e-4 looming, fund companies are focused on…

Stacy Louizos 8 May, 2017

News

Firms cautioned on B/D registration rules

Asset management compliance departments should be careful about activity that could require them to register as brokers, as evidenced by…

Jason Bisnoff 1 hour ago

Analysis

Waking up to cybercrime: the real risk to private equity

By Jason Lawrence, IT Director and Group Information Security Officer, Augentius Cybercrime is one of the most serious threats currently facing…

Compliance Reporter 9 May, 2017

Opinions

Deregulatory harmony

Ever since last November’s presidential election, one of the flagship efforts of the new administration and the victorious Republicans in…

Peter Rawlings 10 May, 2017

News

Corvil tackles cybersecurity woes via virtual security

Corvil has launched a virtual security program that aims to identify anomalies in trading patterns. Cara is geared toward clients…

Emily Sakamoto 18 May, 2017

Analysis

Cyber risks muddy M&A waters

As protecting data becomes an increasing focus, firms are adding cybersecurity to their due diligence protocol to fill in gaps…

Emily Sakamoto 11 May, 2017

Opinions

Cloud first

Cloud technology has been mainstream for years, but only recently has the asset management industry’s mentality about it truly begun…

Tom Pfister 10 May, 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

APFC allocates $650m to alternatives

The $55bn Alaska Permanent Fund Corporation (APFC) has invested or committed a total of $651m to 12 different funds. At…

Ben Shapiro 2 hours ago

Analysis

Podcast of MMR’s May 22 issue

The lead stories in the May issue of Money Management Report include news that... Hedge funds are facing some tough questions from…

Editorial Staff 19 May, 2017

Opinions

Consultant spotlight: retirement income options needed

News stories discussing retirement income have become increasingly pervasive over the last few years. With the coinciding stressors of baby…

Drew Maresca 7 April, 2017

UC adds senior managing director

Ben Shapiro and Maria Espadinha 2 hours ago

News

UC adds senior managing director

The University of California (UC) has added a new senior managing director from an Amsterdam-based pension fund manager. The school’s…

Ben Shapiro 2 hours ago

Analysis

Q&A with Heron Foundation’s Clara Miller: Part I

The $300 million Heron Foundation achieved its goal of aligning 100% of its investment portfolio to its mission, in December,…

Amrita Sareen-Tak 16 May, 2017

Opinions

Japan Attracts Institutional Flows: AM CheatSheet

While investors are scratching their heads, wondering where they should place their bets next, perhaps they need to look to…

Amrita Sareen-Tak 1 March, 2017

APFC allocates $650m to alternatives

Ben Shapiro 2 hours ago

Ohio university names new CIO

Ben Shapiro 19 May, 2017

News

Bernanke bullish on economy, bearish on Trump

Former Federal Reserve Chairman Ben Bernanke is optimistic about the US economy over the next few years. But speaking to…

Max Viscio 17 May, 2017

Analysis

Cannabis Investors See Green

Medical marijuana is gaining legitimacy across North America and Europe and as a result cannabis is starting to get serious…

Max Viscio 22 May, 2017

Opinions

May Editor’s Note

Hopefully our cover won't give you too much of a fright. Or then again, maybe a good scare is a…

Max Viscio 9 May, 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