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 into the operations and technology driving middle- and back-office developments for COOs, CTOs and other C-suite execs at mutual fund firms.

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.


PwC: Cryptocurrencies prompt new line of board questioning

Mutual fund boards need to press their management teams about their plans to adapt processes to accommodate new developments such…

Marissa Capodanno 16 March, 2018


Next steps: Liquidity rule delay shakes up compliance plans

The fund industry was scrambling Feb. 22 to digest the terms of the Securities and Exchange Commission’s unexpected move the…

Marissa Capodanno 23 February, 2018


Donohue: It’s time to review the board’s role — again

On Feb. 27, Fund Directions hosted its Fund Directors Summit at the Warwick Hotel in New York. The small gathering…

Andrew "Buddy" Donohue 28 February, 2018

Appeals court knocks out DOL rule

Noah Zuss 16 March, 2018

SEC backpedals on liquidity disclosures

Stan Wilson 15 March, 2018


Northern Trust pushes RPA tech to fund clients

Fund administrator Northern Trust is banking on robotic process automation (RPA), anticipating that the tech will streamline funds’ compliance operations…

Mariah Brown 2:34 PM ET


Liquidity delay gives ops teams ‘6 months of breathing room’

The Securities and Exchange Commission’s Feb. 21 announcement to delay implementation of the bucketing component of the liquidity risk management…

Emily Sakamoto 9 March, 2018


Data management in times of M&A

Over the last 18 months, a flurry of merger and acquisition activity has swept across the asset management landscape. Several…

Emily Sakamoto 16 March, 2018


SEC enforcers increasingly collaborate with OCIE on exams

The Securities and Exchange Commission Division of Enforcement is collaborating with the Office of Compliance Inspections and Examinations “at…

Jason Bisnoff 4:38 PM ET


SEC cybersecurity guidance: What CCOs should know

By David Katz and Kay Gordon, Nelson Mullins Riley & Scarborough On February 21, 2018 the Securities and Exchange Commission voted unanimously…

Compliance Reporter 6 March, 2018



Cryptocurrencies have seen rapidly escalating popularity and interest from financial services professionals in the last year, and with that interest…

Peter Rawlings 14 March, 2018

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.


Nebraska invests $130m in PE, real estate

The $23bn Nebraska Investment Council approved three new commitments at its March 23 meeting, adding about $130m to its private…

Dietrich Knauth 5:14 PM ET


Podcast of MMR’s March 12 issue

The March 12 issue of Money Management Report includes: Institutional investors unfazed by impending private equity bump Turmoil in LACERS’…

Editorial Staff 9 March, 2018


Consultant spotlight: The curse of greed

Investing is hard. For starters, there’s detailed analyses and quantitative rigor that go into every sound investment decision. And then,…

Timothy McCusker 23 February, 2018


Nebraska invests $130m in PE, real estate

The $23bn Nebraska Investment Council approved three new commitments at its March 23 meeting, adding about $130m to its private…

Dietrich Knauth 6 hours ago


E&Fs optimistic about the market, not keen on bitcoin: NEPC

Foundations and endowments are bullish about the U.S. market but are not likely to pump more funds into it this…

Rheaa Rao 13 March, 2018


Educational endowments and sustainable investing

Several dozen educational endowments have stepped up and broadened their approach to sustainable investing in recent years, despite barriers that…

Lisa Woll 2 February, 2018


Kestra buys two, adds $500m+ in AUM

Independent adviser group Kestra Financial has recruited two Mid-Atlantic firms to its ranks. The move is the latest in a…

Max Viscio 22 March, 2018


Tales from the crypto: How advisers deal with clients crazy about cryptocurrency

Cryptocurrencies such as Bitcoin have captured the attention of many investors in the high-net-worth and family-office spaces. But this nascent…

Max Viscio 12 March, 2018


Tax planning opportunities for single family offices

In Lender Management, LLC v. Commissioner, a memorandum decision[1] issued on December 13, 2017, the U.S. Tax Court ruled that…

R. Scott Beach, Von E. Sanborn and Aaron T. Kriss 15 March, 2018

Appeals court knocks out DOL rule

Noah Zuss 20 March, 2018

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


"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.

  • Seven 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