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

D&C board scoops up Stanford econ professor

San Francisco-based Dodge & Cox Funds announced that its board has appointed Caroline Hoxby to its stable of independents. Hoxby…

Marissa Capodanno 22 September, 2017

Analysis

Stocking a mutual fund’s liquidity toolbox

Fund groups are altering how they approach the Securities and Exchange Commission’s impending liquidity risk management regulation as Rule 22e-4’s…

Marissa Capodanno 24 August, 2017

Opinions

A hole in the bucket

The Securities and Exchange Commission’s liquidity rule has been on fund directors’ radars now for years, but fund governance experts…

Marissa Capodanno 24 August, 2017

SEC breach strikes chord for industry

Stan Wilson 21 September, 2017

SEC fines SunTrust $1.1m over share class fees

Peter Rawlings 19 September, 2017

News

SEC fines SunTrust $1.1m over share class fees

The Securities and Exchange Commission has fined SunTrust Investment Services $1.1m over allegations that the firm sold investors more expensive mutual fund share, when…

Peter Rawlings 19 September, 2017

Analysis

Incubator Industry

More mid-sized money managers are joining series trust funds to mitigate operational and compliance expenses by using established infrastructure provided…

Danielle Kane 8 September, 2017

Opinions

Comment: Robotics in motion for fund administration

As 52% of fund administrators make it a priority to improve their operating margins, emerging technologies such as robotics process…

Tony Warren 1 September, 2017

News

SEC hack leaves industry asking tough questions

In the wake of revelations that the Securities and Exchange Commission’s EDGAR electronic disclosure platform was hacked in 2016…

Jason Bisnoff 5:14 PM ET

Analysis

Third-party compliance risks every business needs to know

By Charles Thomas, LexisNexis Risk Solutions Compliance with key global regimes such as the Foreign & Corrupt Practices Act (FCPA)…

Compliance Reporter 11 September, 2017

Opinions

Insiders in focus

Insider trading is back in focus in this week’s issue of Compliance Reporter. After a recent Supreme Court decisions seemed…

Peter Rawlings 13 September, 2017

News

State Street’s Quantextual tackles research influx

State Street Global Exchange launched its Quantextual Idea Lab on Sept.20 with the goal of combatting research overload. The lab…

Emily Sakamoto 22 September, 2017

Analysis

Planning ahead

On June 28, 2016, the Securities and Exchange Commission (SEC) proposed a rule that would require registered investment advisors (RIAs)…

Emily Sakamoto 15 September, 2017

Opinions

The emergence of cryptocurrencies and their impact on mutual funds

The rise in popularity of cryptocurrencies and blockchain such as Bitcoin and Ethereum has taken the investment community by surprise.…

Yazan Barghuthi 15 September, 2017

SEC breach strikes chord for industry

Stan Wilson 21 September, 2017

MPI updates platform ahead of risk testing tool launch

Emily Sakamoto 21 September, 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: PBGC says Pittsburgh company has massive retirement shortfall  

Employees of U.S. nuclear power firm Westinghouse Electric, which is bankrupt, got a nasty surprise recently: in the eyes of…

Staff Writer 4 hours ago

Analysis

Podcast of MMR’s September 25 issue

The lead stories in the September 25 issue of Money Management Report include: Private equity ‘dry powder’ boosts ETFs Fears of…

Editorial Staff 22 September, 2017

Opinions

401(k) plans and responsible investing

Investors across all demographics want to direct retirement assets toward solutions focused on sustainable business practices, environmental protections and social…

Anthony Eames 22 September, 2017

News

Iowa school selects interim CIO

Grinnell College has named an interim CIO after its current investment chief announced his plans to depart earlier in September…

Ben Shapiro 22 September, 2017

Analysis

Asset owners getting leg up through in-housing and co-investments

Institutional investors are gaining scale through in-housing asset management services and co-investing with peers and managers, according to a State…

Ben Shapiro 20 September, 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

Firms struggle with NYDFS cyber rule

A month after the initial compliance deadline, firms are finding it difficult to comply with the New York Department of Financial Services first…

Jason Bisnoff 4 hours ago

Analysis

Destruction from Harvey serves as reminder to shore up BCP

The Securities and Exchange Commission was evaluating Hurricane Harvey’s toll in southeastern Texas to determine whether it should push off any regulatory…

Marissa Capodanno 13 September, 2017

Opinions

Should Your Clients Be In Private Tech Growth Companies?

With public equities valued at all-time highs, where can wealth managers find attractive growth opportunities? In shares of late-stage, ventured-backed…

Sven Weber 5 September, 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