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

SEC opens US funds to global investors

The Securities and Exchange Commission has approved a new master-feeder structure allowing foreign asset managers to invest in US open-end funds. The…

Stan Wilson 28 March, 2017

Analysis

Blockchain: Unlocking lower fund fees

The race to lower fund fees has positioned blockchain technology and its promise for disintermediation as an attractive innovation for…

Marissa Capodanno 23 March, 2017

Opinions

Why so serious?

There’s nothing like a well-timed jaunt to the West Coast for the Investment Company Institute’s annual Mutual Funds and Investment…

Marissa Capodanno 27 March, 2017

News

SS&C launches enhancements for client communication platform

SS&C Technologies has made enhancements to its client communications platform to produce a more robust model called Vision FI. The…

Danielle Kane 24 March, 2017

Analysis

ICI Conference: Liquidity Risk Management Matters

Mutual fund industry pros are leaning towards creating new committees and oversight programs in preparation for the SEC’s Liquidity Risk…

Danielle Kane 16 March, 2017

Opinions

Comment: Filing Form N-Port: Lessons learned from Form PF rollout

Form N-PORT reporting is here, with registered management investment companies and ETFs required to report starting in June 2018. The…

Jeanette Turner 27 March, 2017

News

Funds turn to Trump to win CFTC recordkeeping fight

Investment companies with commodity pool operations hope one consequence of Donald Trump’s victory, will be freeing them from the costs…

Stan Wilson 28 March, 2017

Analysis

What the SEC custody guidance means for CCOs

By Kenneth Berman and Gregory Larkin of Debevoise & Plimpton On February 21, the staff of the Division of Investment…

Compliance Reporter 15 March, 2017

Opinions

Running to keep pace

With financial services firms forever striving to stay on the cutting edge of new technology, their compliance teams can often…

Peter Rawlings 15 March, 2017

News

Trumid acquires alternative trading specialist

New York-based Trumid has acquired Electronifie, an alternative trading system and registered broker dealer for corporate bonds. The deal, the…

Emily Sakamoto 27 March, 2017

Analysis

Earning keep

Technology continues to earn its place with fund management platforms despite cropped spending across the board, as popularity and ease…

Emily Sakamoto 8 March, 2017

Opinions

Key components of tech providers

Investment management firms encounter new pressure points every day – increasing fee compression, evolving and uncertain regulation and new products…

Bryan Dori 7 March, 2017

Toppan Vite acquires reg compliance specialist

Emily Sakamoto 27 March, 2017

InvestCloud debuts trading, accounting platform

Emily Sakamoto 24 March, 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: Wells Fargo Joins Robo Race

Wells Fargo has started testing its automated advice platform, Intuitive Investor, which, according to the Wall Street Journal,will be more expensive than…

Staff Writer 28 March, 2017

Analysis

Tax Reform Spooks Retirement Space

The looming specter of tax reform is haunting the defined contribution world as Republican lawmakers appear poised to go after…

Max Viscio 28 March, 2017

Opinions

AM CheatSheet: An Overdue Hike?

The U.S. Federal Reserve has again signaled that it may raise interest rates this month—which could be interpreted as a sign…

Violet Baron 7 March, 2017

APFC Seeking General Consultant

Michelle Zhou 28 March, 2017

LMCG Hires Financial Adviser Specialist

Michael Paterakis 28 March, 2017

News

News roundup: Bloomberg Sees Terminal Numbers Drop

Bloomberg has suffered a rare drop in terminal numbers as banks are cutting back costs. Although the drop is a…

Staff Writer 28 March, 2017

Analysis

Private Debt Dry Powder Reaches $220Bn Record

The level of capital available for private investments, also known as dry powder, has reached a new high—more than $220…

Venilia Batista-Amorim 20 March, 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

APFC Seeking General Consultant

Michelle Zhou 28 March, 2017

SEC ramps up ETF oversight coordination

Jason Bisnoff 28 March, 2017

News

Following The Money: ICONIQ Likes CRM Shop, L Squared Backs Ed Tech Merger

ICONIQ Leads Funding Round For CRM Start-Up ICONIQ Capital, a global multi-family office, has led an $80m series B funding…

Max Viscio 23 March, 2017

Analysis

Getting in on the Ground Floor

Increasingly, athletes and entertainers are making direct investments into early-stage companies instead of investing through venture capital funds.  Investing directly…

Clyde Tinnen and Michael Rueda 9 March, 2017

Opinions

Forum Question: Do you like utilizing ETFs for fixed income exposure?

Tim Clift, chief investment strategist at Envestnet|PMC Clift and his team generally avoid utilizing ETFs for fixed income exposure. “We…

PAM Magazine 9 March, 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