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

Survey: Oversight liability fears diminish

A DLA Piper study has found that compliance officers and board members are worrying less about personal liability, but that reporting…

Jason Bisnoff 12 June, 2017

Analysis

Small shops turn fresh eyes to series trusts

Fund administrators are seeing more interest from asset managers looking to transition their small mutual funds to a series trust…

Marissa Capodanno 13 June, 2017

Opinions

ETF oversight hinges on operational, regulatory environment

By Peter Shea, Timothy Bekkers and George Attisano Exchange-traded funds share many governance oversight characteristics with traditional mutual funds. While…

Fund Directions 13 June, 2017

News

Orion integrates Moody’s bond ratings service into client portal

Orion Advisor Services recently integrated with Moody’s Analytics to provider advisers with automatically updated bond ratings directly into Orion’s client…

Danielle Kane 22 June, 2017

Analysis

2020 Vision

The next three years will be crunch time for buy-side firms, which will be moving from researching to implementing new…

Danielle Kane 21 June, 2017

Opinions

Q&A: MiFID II: Client information reporting critical for U.S. managers

MiFID II, which goes into effect in January 2018, calls for increased trading transparency and looks to reform the EU…

Danielle Kane 2 June, 2017

2020 Vision

Danielle Kane 21 June, 2017

PIMCO names co-COOs

Danielle Kane 15 June, 2017

News

Cooperation between firms key to cybersecurity

Compliance professionals need to push for more cybersecurity cooperation both within their firms – between the business, technology and compliance…

Jason Bisnoff 23 June, 2017

Analysis

CFTC permits registered CTAs to use third-party recordkeepers: What CCOs need to know

By Deborah Monson, Douglas Cunningham and Jeremy Liabo of Ropes & Gray. As a result of recent no-action relief, commodity trading…

Compliance Reporter 24 May, 2017

Opinions

A shave and a trim

Regulators have long lamented budget constraints that they say makes it difficult for them to properly police the industries they’re…

Peter Rawlings 30 May, 2017

News

Broadridge adds ESG metrics to platform

Broadridge has moved to incorporate MSCI’s ESG Fund Metrics into the company’s Global Market Intelligence platform. Currently Global Market Intelligence…

Emily Sakamoto 21 June, 2017

Analysis

Bats ETF chief talks new tools, flash crash efforts

Bats Global Markets plans to increase its market share in the exchange-traded fund listings space by rolling out new tools,…

Dervidia Thomas 23 June, 2017

Opinions

Five Characteristics of a Healthy Cybersecurity Program

I classify the cyber-readiness of firms into two basic categories: “cyber-reactive” and “cyber-adaptive.” Financial services executives meet the criteria of…

John Paul Cunningham 2 June, 2017

Reuters releases blockchain oracle

Emily Sakamoto 14 June, 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: Pensions use accounting tricks to keep up appearances

Pension administrators are making their plans' financial condition look better than it really is by perpetually putting off payments, according…

Staff Writer 23 June, 2017

Analysis

Podcast of MMR’s June 19 issue

The lead stories in the June 19 issue of Money Management Report include: Demand for alternative credit surges; ESG funds remain unfazed by…

Editorial Staff 16 June, 2017

Opinions

Consultant Spotlight: The times are changing

In the world of investing, change is the only constant. Sometimes it is slow and gradual, accumulating over years; at…

Phillip Nelson 2 June, 2017

News

Arnerich Massena’s new era

For Tony Arnerich, the baseball analogy is apt. Two years ago, in arguably the late innings of his 30-plus-year investment…

Michael Paterakis 23 June, 2017

Analysis

Arnerich Massena’s new era

For Tony Arnerich, the baseball analogy is apt. Two years ago, in arguably the late innings of his 30-plus-year investment…

Michael Paterakis 23 June, 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

News

$400m UBS adviser joins Dynasty network

Procyon Partners is going independent and affiliating with the Dynasty Financial Partners network. The Shelton, Connecticut-based firm was formerly part…

Max Viscio 19 June, 2017

Analysis

ARK Invest sees massive capital misallocation

Speaking to an audience at Singularity University’s Exponential Financial conference in New York, ARK Invest founder Catherine Wood touted the…

Max Viscio 9 June, 2017

Opinions

June Editor’s Note

It’s been a busy May as I’ve crisscrossed the country to hear from the private wealth space. I started my…

Max Viscio 5 June, 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