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

Liquidity bucketing deadline delayed

The Securities and Exchange Commission late on Feb. 21 gave funds an extra six months to comply with the bucketing provision of…

Stan Wilson 2 hours ago

Analysis

SEC to take stab at fiduciary rule

A shift in tone among the financial services’ regulators could bring clarity to many months of uncertainty over the standard…

Marissa Capodanno 26 January, 2018

Opinions

Editor’s note: The regulatory momentum

Mutual fund governance professionals were cautiously optimistic in the face of recent developments out of the Securities and Exchange Commission…

Marissa Capodanno 26 January, 2018

Self-reporting incentive poses dilemma

Stan Wilson 21 February, 2018

Cancelled SEC meeting creates suspense

Stan Wilson 21 February, 2018

News

Liquidity bucketing deadline delayed

The Securities and Exchange Commission yesterday gave funds an extra six months to comply with the bucketing provision of the liquidity risk…

Stan Wilson 4 hours ago

Analysis

Visualization tools lighten back office operations load

Mutual fund managers are split on whether data visualization tools are a better fit for the front office, or the…

Emily Sakamoto 14 February, 2018

Opinions

Diving into alternative data

Nearly all companies, regardless of size, have their finger on the pulse of some small corner of the economy. By…

Abraham Thomas 9 February, 2018

Delta Data launches comms platform

Mariah Brown 20 February, 2018

SEC meeting to adjust liquidity rule

Stan Wilson 16 February, 2018

News

New SEC share class offer poses dilemma

A new regulatory incentive program to have investment advisers admit they put unwitting investors in funds with 12b-1 fees poses…

Stan Wilson 4 hours ago

Analysis

Be prepared: Compliance concerns high around cryptocurrency trading

By Dan Fernandez, Analytics Product Manager at NICE Actimize Surveillance and monitoring of electronic communications tends to focus on internal,…

Compliance Reporter 29 January, 2018

Opinions

No free pass

The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations has at last released its much anticipated examination priorities…

Peter Rawlings 3 hours ago

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

Maryland commits half a billion as part of allocation adjustments

The Maryland State Retirement and Pension System has made $500m in commitments since the new year as part of asset…

Ben Shapiro 1 hour ago

Analysis

Investors prepared for volatility, make progress in integrating ESG into portfolio: Natixis

Investors expect market volatility this year and are prepared for it, according to a survey of 500 global institutional investors…

Rheaa Rao 2 hours ago

Opinions

2018 DC outlook: Key asset classes, the impact of fee litigation

Last year, markets enjoyed significantly positive returns. The S&P 500 (as of this writing) had returned nearly 20% for the…

Jeffrey Snyder 2 January, 2018

News

Investors prepared for volatility, make progress in integrating ESG into portfolio: Natixis

Investors expect market volatility this year and are prepared for it, according to a survey of 500 global institutional investors…

Rheaa Rao 1 hour ago

Analysis

Investors prepared for volatility, make progress in integrating ESG into portfolio: Natixis

Investors expect market volatility this year and are prepared for it, according to a survey of 500 global institutional investors…

Rheaa Rao 1 hour ago

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

Mercer buys $364m FL RIA, opens Denver ‘Central Hub’

Mercer Advisors has acquired Clearwater, Florida-based registered investment adviser GFS Private Wealth. The firm has also opened what it calls…

Max Viscio 5 hours ago

Analysis

Family office profile: a new start in the Old Dominion

The Massey family started building its wealth almost 100 years ago in Appalachian Coal Country. Over the next century the…

Max Viscio 15 February, 2018

Opinions

2018 PAM Award Winners

I would like to thank everyone who participated in this year's Private Asset Management Awards. From the applicants who worked…

Max Viscio 15 February, 2018

EP Wealth buys $240m Reno RIA

Max Viscio 20 February, 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