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

Treasury proposal may prompt mutual fund outflows

The US Treasury’s Oct. 6 capital markets report included a proposal that could tempt mutual fund investors to switch their holdings over to…

Stan Wilson 5 hours ago

Analysis

D&O insurance: More than a security blanket for directors

By Joanne Skerrett Mutual fund independent directors have largely escaped the rash of lawsuits and regulatory enforcement actions that have…

Fund Directions 2 October, 2017

Opinions

D&O insurance: More than a security blanket for directors

By Joanne Skerrett Mutual fund independent directors have largely escaped the rash of lawsuits and regulatory enforcement actions that have…

Fund Directions 2 October, 2017

Small funds face compliance resource crunch

Jason Bisnoff 18 October, 2017

Report shows advances in fund board gender diversity

Marissa Capodanno 17 October, 2017

News

Consultant sees third-party CCO use rising

As demand for experienced compliance professionals continues to grow, many firms constrained by limited resources are turning to third-party chief…

Jason Bisnoff 17 October, 2017

Analysis

Regulatory Roundup

Mutual fund companies and asset managers are juggling multiple regulatory initiatives as the industry moves into the last quarter of…

Jason Bisnoff 9 October, 2017

Opinions

Q&A: Funds work toward BICE compliance

FO's Danielle Kane spoke with Steve Leivent, SVP of SS&C Technologies, about the fate of the DOL rule.    Fund Operations…

Danielle Kane 9 October, 2017

Synechron hires head of emerging tech

Emily Sakamoto 17 October, 2017

VMS integrates IHS Markit data

Danielle Kane 17 October, 2017

News

Treasury proposal may prompt mutual fund outflows

For mutual funds, the biggest news in the Treasury Department’s recently released capital markets report turned out to be bad…

Stan Wilson 19 October, 2017

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

Escalating costs

While many financial services firms may feel as though they have been forced to ramp up compliance spending at a…

Peter Rawlings 11 October, 2017

News

VMS integrates IHS Markit data

Vertical Management Systems has announced a new partnership with IHS Markit to integrate the pricing service provider’s bond reference data into VMS’ wealth…

Danielle Kane 2 hours ago

Analysis

Tech boosting shift to passive

Asset modeling technology, which tends to employ a systematic, factor-based approach, is furthering the shift away from actively managed funds…

Emily Sakamoto 13 October, 2017

Opinions

Understanding and applying AI in 2017

Artificial intelligence (AI) can be broken down into three foundational concepts: Any form of skill – or intelligence –…

Adi Prakash 13 October, 2017

Synechron hires head of emerging tech

Emily Sakamoto 16 October, 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

Fossil fuel divestment coming soon to DBs

Change is coming for public pension plans and their fossil fuel portfolios, it’s just a matter of when. More and…

Ben Shapiro 4 hours ago

Analysis

Fossil fuel divestment coming soon to DBs

Change is coming for public pension plans and their fossil fuel portfolios, it’s just a matter of when. More and…

Ben Shapiro 4 hours ago

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

Idaho investment board poaches investment manager from local university

The Idaho Endowment Fund Investment Board has put an end to a four-month search and hired a new investment manager…

Ben Shapiro 19 October, 2017

Analysis

Passive funds breaking into ESG investing, but active managers still in demand

Once a staple of active management, environmental, social and governance (ESG) related investing has seen an influx of passive funds.…

Ben Shapiro 29 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

Redtail unveils compliant texting for RIAs

Redtail Technology launched a tool on Oct. 5 that allows registered investment advisers to text their clients on a compliance-approved platform.…

Danielle Kane 12 October, 2017

Analysis

Q&A: Karen Barr, CEO, Investment Adviser Association

Sister publication Compliance Reporter sat down with Investment Adviser Association CEO Karen Barr at the IAA Leadership Conference in Chicago earlier this month. In line with…

Jason Bisnoff 2 mins ago

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