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

Blass welcomes Treasury report

Dalia Blass, in her first public appearance since becoming the top mutual fund regulator, spoke optimistically about the recent Treasury report, but…

Stan Wilson 15 November, 2017

Analysis

Soft Dollars: Mifid II implications for stateside fund boards

Industry chatter suggests the Securities and Exchange Commission has imminent plans to clarify the European Commission’s Markets in Financial Instruments…

Marissa Capodanno 23 October, 2017

Opinions

Editor’s note: Getting things done

Is anything so satisfying as crossing a few housekeeping items off the to-do list before the busiest time of year?…

Marissa Capodanno 23 October, 2017

News

eMoney Advisor adds three new partners

eMoney Advisor unveiled three new platform integrations, underlining the increasing speed at which advisers are expected to partner with third-party…

Danielle Kane 17 November, 2017

Analysis

To Protect and to Server: Bespoke cybersecurity insurance on the rise

Bespoke cybersecurity insurance is becoming more commonplace as the mutual fund industry looks for enhanced coverage to protect against a…

Danielle Kane 2 November, 2017

Opinions

Comment: How ops can prepare for disruptive tech in 2018

For many mutual fund administrators and investment firms alike, the digital transformation has only just begun. Technology innovation is now…

Tony Warren 15 November, 2017

News

SEC enforcement report: Individuals will be targeted

Any ambiguity about the Securities and Exchange Commission pursuing enforcement actions against individuals was ended last week, when the Division of Enforcement…

Stan Wilson 17 November, 2017

Analysis

Ex-regulators see shift under Clayton

With the arrival of new Securities and Exchange Commission Chair Jay Clayton earlier this year, many in the financial services…

Jason Bisnoff 25 October, 2017

Opinions

A new tack through the fog

This week’s issue of Compliance Reporter is headlined by coverage of the recent meeting of the National Society of Compliance…

Peter Rawlings 25 October, 2017

News

Abacus hires first CISO

Abacus Group, an IT provider for funds, hired Dave Parsons from pciNetworks as the company’s first chief information security officer…

Emily Sakamoto 17 November, 2017

Analysis

Small funds benefit from tech boom

It’s no secret that size can matter when it comes to fund firms’ ability to cover costs associated with outsourcing…

Emily Sakamoto 10 November, 2017

Opinions

Successfully navigating a technology conversion

Technology is an increasingly essential underpinning to the long-term health and success of any investment management firm. A recent KPMG…

Bill O'Toole 3 November, 2017

Visible Alpha scoops up research consumption service

Emily Sakamoto 16 November, 2017

Schwab CEO wary of cryptocurrencies

Dervidia Thomas 15 November, 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

Illinois Municipal taps Memphis CFO as its next executive director

The $38.6bn Illinois Municipal Retirement Fund has hired Brian Collins, currently the City of Memphis's chief financial officer, to be…

Dietrich Knauth 17 November, 2017

Analysis

Podcast of MMR’s November 20 issue

The November 20 issue of Money Management Report includes: The winners of the 2017 Institutional Asset Management Awards Overuse of…

Editorial Staff 17 November, 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

University of Houston reallocates from passive to active equity

The University of Houston has reallocated $15m from a passive domestic equity fund to three active managers in the space.…

Ben Shapiro 17 November, 2017

Analysis

The winners of the 2017 Institutional Asset Management Awards

The Fund Intelligence Group celebrated the top firms serving the institutional investor community with the inaugural edition of the Institutional…

Michael Paterakis 17 November, 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

RMB buys Milwaukee RIA

Chicago-based registered investment adviser RMB Capital is buying Jacobus Wealth Management. JWM, located in Milwaukee, was founded in 1985 as…

Max Viscio 16 November, 2017

Analysis

High times for cannabis trailblazers

What ever happened to Mary Jane: High times for cannabis trailblazers Nearly two-thirds of Americans believe recreational cannabis should be…

PAM Magazine 6 November, 2017

Opinions

November editor’s note

This month we explore the world of cannabis investing, where institutional talent is allowing individual and family office investors access…

Max Viscio 6 November, 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