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.

News

OCIE raps advisers on overcharges

The Securities and Exchange Commission revealed a wide range of methods investment advisers used to overcharge clients without disclosing it was happening.…

Stan Wilson 23 April, 2018

Analysis

DIM focuses on oversight of valuation, affiliated transactions

The Division of Investment Management is homing in on mutual fund directors’ responsibilities to oversee valuation and affiliated transactions as…

Marissa Capodanno 26 March, 2018

Opinions

Editor’s Note: Crème de la crème

Every year around this time, Fund Directions collects your feedback on which members of the mutual fund oversight community deserve…

Marissa Capodanno 26 March, 2018

News

SIFMA panelists: FINRA eyes volatility products and big data

Investment adviser regulatory and compliance priorities for 2018 will include increased scrutiny for volatility-based products, regulatory technology and the future…

Max Viscio 24 April, 2018

Analysis

Counting down to GDPR

Little over a month stands before implementation of the EU’s General Data Protection Regulation, which industry pros predict will significantly…

Emily Sakamoto 18 April, 2018

Opinions

Fund communication is ready for tech upgrade

The industry’s move to email has been the only minor update to the blast fax infrastructure in the last 30…

Whitfield Athey 18 April, 2018

News

SEC’s Peirce calls for review of CAT, NMS rules

In a speech to the Securities Industry and Financial Markets Association Equity Market Structure Conference in New York, Securities…

Jason Bisnoff 24 April, 2018

Analysis

New know-your-customer AML due diligence rule set for May 11

By Colleen Corwell, Director, Alaric Compliance Services         With a May 11 effective date fast approaching, financial firms will soon…

Compliance Reporter 16 April, 2018

Opinions

Fiduciary toothpaste

The ongoing saga of the Department of Labor’s fiduciary rule took another turn earlier this month, when a circuit court…

Peter Rawlings 23 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.

News

CalSTRS seeks consultant to help track private equity fees

The California State Teachers’ Retirement System (CalSTRS) is looking for a consultant to help it track private equity fees and expenses.…

Dietrich Knauth 26 March, 2018

Analysis

U.S. investors outperformed Europeans in 2017: Natixis

Large investors in the United States performed better in 2017 compared to their counterparts in continental Europe, according to Natixis…

Rheaa Rao 26 March, 2018

Opinions

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

NY Common will vote against all-male boards

Dietrich Knauth 26 March, 2018

News

U.S. investors outperformed Europeans in 2017: Natixis

Large investors in the United States performed better in 2017 compared to their counterparts in continental Europe, according to Natixis…

Rheaa Rao 26 March, 2018

Analysis

U.S. investors outperformed Europeans in 2017: Natixis

Large investors in the United States performed better in 2017 compared to their counterparts in continental Europe, according to Natixis…

Rheaa Rao 26 March, 2018

Opinions

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

News

$850m Atlanta RIA rebrands amid growth push

Buckhead Investment Partners is rebranding itself to emphasize the firm’s connection to its venture capital arm, BIP Capital. The Atlanta-based…

Max Viscio 23 April, 2018

Analysis

Sifma conference: Robo success depends on execution, adviser adaptability

Robo advisers are poised to help their human counterparts adapt their offerings to long-term trends, according to a panel at…

Max Viscio 23 April, 2018

Opinions

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

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.

  • 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