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

Privilege ruling could discourage cooperation

A Dec. 5 Florida court order ruling that a law firm had waived its client’s privilege by divulging too much…

Jason Bisnoff 15 December, 2017

Analysis

Closed call: The vote to convert to a closed-end fund

The board of directors at Highland Capital Management Fund Advisors voted on Nov. 3 to convert its Floating Rate Opportunities…

Marissa Capodanno 20 November, 2017

Opinions

Q&A: Susan Olson, general counsel, Investment Company Institute

The Investment Company Institute announced Nov. 28 that Susan Olson, former chief counsel at its international counterpart, ICI Global, would…

Marissa Capodanno 3 December, 2017

Buy-side asks SEC to rein in exchange data fees

Stan Wilson 13 December, 2017

SEC delays N-PORT over cyber concerns

Marissa Capodanno 11 December, 2017

News

SS&C updates performance measurement platform amid fee pressure

SS&C Technologies released enhancements to Sylvan, the company’s proprietary performance attribution and reporting platform, on Nov. 29. The new additions…

Danielle Kane 14 December, 2017

Analysis

Behind the Curtain: Mifid II research payment disparities induce ops headache

As the Jan. 3 deadline for the EU’s second Markets in Financial Instruments Directive (Mifid II) approaches, a growing number…

Danielle Kane 7 December, 2017

Opinions

Comment: Liquidity rule, Mifid II among top legal questions

From evolving technology to new and amended regulations, US registered investment companies (mutual funds) and US registered investment advisers are…

Rich Kerr 20 November, 2017

SEC delays N-PORT over cyber concerns

Marissa Capodanno 12 December, 2017

Attorney: OCIE data requests increasing

Peter Rawlings 12 December, 2017

News

ICI Global names Jennifer Choi chief counsel

Jennifer Choi has been named chief counsel of ICI Global at the Investment Company Institute, telling Compliance Reporter she expects…

Jason Bisnoff 15 December, 2017

Analysis

Regulating RegTech: Technology should complement—not replace—diligent compliance

By Don Andrews, partner, ReedSmith It is July 2002.  After years of being relegated to lower tier status on Wall…

Compliance Reporter 3 December, 2017

Opinions

Limited budget tango

Regulators’ jobs have long been complicated by the constraints that limited budgets place upon them. Following recent changes at the…

Peter Rawlings 12 December, 2017

News

Co-sourcing offers customization where outsourcing can’t

Collaborating on proprietary technology platforms with vendors can enable managers to better customize their offerings amid industry movement toward outsourcing,…

Danielle Kane 15 December, 2017

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

Editor’s Note: December

The new year is chock full of looming compliance deadlines, and is causing fund administrators to bulk up their tech…

Emily Sakamoto 8 December, 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

Podcast of MMR’s December 18 issue

The December 18 issue of Money Management Report includes: Hedge funds: The alternate route to fixed income LACERS mulls updates…

Editorial Staff 15 December, 2017

Analysis

Podcast of MMR’s December 18 issue

The December 18 issue of Money Management Report includes: Hedge funds: The alternate route to fixed income LACERS mulls updates…

Editorial Staff 15 December, 2017

Opinions

Lessons learned from United Technologies’ lifetime income strategy initiative

It‘s been more than five years since United Technologies Corp. (UTC) adopted its Lifetime Income Strategy (LIS) for a Defined…

Robert Melia 15 December, 2017

News

Alaska Permanent allocates nearly $2bn in capital

The Alaska Permanent Fund Corporation allocated nearly $2bn in the first quarter of the 2018 fiscal year. The $62bn sovereign…

Ben Shapiro 13 December, 2017

Analysis

Investors anticipate more volatility, rise in active management in 2018: Natixis

Institutional investors expect volatile to hit hard in 2018, especially since it has been low for so long, according to…

Rheaa Rao 5 December, 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

Bernstein builds Boston base

Bernstein Private Wealth Management has named William Bijesse as a vice president and family office specialist at the firm’s Boston…

Max Viscio 13 December, 2017

Analysis

Attorney: Clayton looks to increase IA exams

The Securities and Exchange Commission is likely to ramp up the intensity of its investment adviser examination program in the year ahead,…

Jason Bisnoff 15 December, 2017

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