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

Fund fee suits poised for mid-year pickup

Several key decisions in outstanding lawsuits alleging mutual funds charged investors excessive fees under Section 36(b) of the Investment Company…

Marissa Capodanno 9:13 AM ET

Analysis

Retirement wave shifts succession planning into high gear

Boards of directors at mutual funds are anticipating a higher-than-normal rate of director turnover in the coming years, forcing succession…

Marissa Capodanno 18 December, 2017

Opinions

Cloud of uncertainty begins to lift

Before sitting down to write this first editor’s note of 2018, I took a peek at last year’s issue to…

Marissa Capodanno 18 December, 2017

Liquidity rule FAQs address subadvised funds, ETFs

Marissa Capodanno and Stan Wilson 18 January, 2018

News

Vanguard’s Buckley: Embrace tech to lower fees

Advisers and asset managers must embrace technology to keep pace with fee pressure, Tim Buckley, new president and CEO at Vanguard Group,…

Yun Li 3 hours ago

Analysis

Funds erase line between ops and tech

Sweeping automation, outsourcing and cost reduction strategies are driving an operational overhaul in the middle and back offices at fund…

Emily Sakamoto 19 January, 2018

Opinions

Cybersecurity guidelines for asset managers

Cybersecurity is a critical issue for companies of all sizes and remains top of mind for regulators and business leaders…

Peter Finnerty 11:15 AM ET

Lawmakers discuss bitcoin laundering

Stan Wilson 19 January, 2018

MSCI launches factor evaluation tools

Dervedia Thomas 19 January, 2018

News

Liquidity rule FAQs address subadvised funds, ETFs

The Securities and Exchange Commission’s Division of Investment Management allayed some fund professionals’ concerns over how the agency’s liquidity risk management…

Marissa Capodanno and Stan Wilson 6 hours ago

Analysis

What are the risk and compliance trends set to shape 2018?

By Doug Morgan, Group Chief Executive, Cordium The past few years have been challenging times for the compliance teams of…

Compliance Reporter 18 January, 2018

Opinions

A new age

With the arrival of 2018, has come the effective date of one of the most anticipated—and dreaded—new sets of rules…

Peter Rawlings 16 January, 2018

News

A new era for Fund Tech

I am pleased to announce Fund Technology has merged with sister publication Fund Operations. For the last year plus I…

Emily Sakamoto 17 January, 2018

Analysis

Q&A: OppenheimerFunds’ CTO, COO

Q: What are your data plans for the new year? A: Probably like most firms, we’re continuing to work on…

Emily Sakamoto 8 December, 2017

Opinions

Q&A: Kathy Fuertes, principal and head of IT, institutional investor group, Vanguard

Vanguard’s information technology team has what Kathy Fuertes, principle and head of information technology at the firm’s institutional investor group,…

Emily Sakamoto 21 December, 2017

FactSet to launch alt data exchange in 2018

Emily Sakamoto 11 January, 2018

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: AIG returns to acquisition trail with Validus buy

U.S. insurer AIG, which was rescued with a $185bn government bailout at the depths of the financial crisis, demonstrated its…

Staff Writer 2 hours ago

Analysis

Podcast of MMR’s January 15 issue

The January 15 issue of Money Management Report includes: Managers to see increased flows from corporate pensions IPERS’ risk-based approach…

Editorial Staff 12 January, 2018

Opinions

2018 DC outlook: Key asset classes, the impact of fee litigation

Last year, markets enjoyed significantly positive returns. The S&P 500 (as of this writing) had returned nearly 20% for the…

Jeffrey Snyder 2 January, 2018

News

Fidelity adds international ETFs to factor suite

Fidelity Investments launched two international factor-based exchange-traded funds today, expanding its factor product lineup to eight offerings. The new ETFs –…

Yun Li 18 January, 2018

Analysis

Endowments and foundations push PE managers on diversity issues

An increasing number of foundations and endowments are considering leveraging their position as limited partners in private equity deals to…

Rheaa Rao 3 January, 2018

Opinions

Consultant spotlight: Commodities — an unloved asset class

Rising global economic growth, expanding corporate earnings and improving sentiment have contributed to a broad bull market in risk assets.…

Thomas Garrett 3 January, 2018

News

Pittsburgh RIA announces $5.2bn combo deal

Pittsburgh-based registered investment adviser DB Root & Co. has bought two adviser teams in the Midwest. The firm is acquiring…

Max Viscio 3:33 PM ET

Analysis

You, taxes and 2018: What to expect from the tax bill

It was three days before Christmas when President Donald Trump signed the Act to provide for reconciliation pursuant to titles…

Max Viscio 16 January, 2018

Opinions

Estate planning: postponement is not an option

Much has recently been written about the uncertainties surrounding the Federal Estate Tax.  Will the tax be repealed and, if…

Warren Vogel 8 December, 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