Fund Intelligence is a series of information, data and networking groups providing key insights and business strategy information for US mutual funds

Our Networks

Combining actionable insights, analysis, news, data and events the Fund Intelligence networks are crucial to your firm’s daily decision making.

Actionable information for sales, marketing, product heads and the C-suite of major mutual funds, covering marketing, product and customer trends.

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Detailed governance and compliance guidance, education and networking opportunities for board members and their advisors at mutual funds.

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Key insights on the operational, middle- and back-office issues driving fund management businesses for COOs, CFOs and C-suite execs at mutual funds.

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An information and data resource relied on by CCOs and general counsel at investment management firms and broker/dealers to make sense of and implement the latest regulatory and compliance developments.

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Deep intelligence and networking opportunities, focusing on the product requirements of advisors in the high-net-worth and private wealth sectors.

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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.

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Key Statistics

The numbers that make-up the globe's most respected fund information brand

Used by over 3000 US-based mutual fund professionals.

500+ C-level mutual fund execs amongst members.

Over 40 articles per week and 15 newsletters.


"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.

  • Five 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