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

Consolidation still expected despite M&A slump

Depressed merger and acquisition activity in the asset management space paints only a limited picture of what fund companies and…

Marissa Capodanno 18 August, 2017

Analysis

Active managers test fulcrum fees to level playing field

Since the financial crisis, active managers have faced unprecedented fee pressure as they struggle to outperform passive funds to justify…

Peter Finnerty 20 July, 2017

Opinions

Editor’s note: Market matters

Regulatory uncertainty coupled with anticipation that the new administration will treat the financial services sector with a hands-off approach has…

Marissa Capodanno 20 July, 2017

IAA wants fiduciary marketing exemption changes

Peter Rawlings 15 August, 2017

SEC says digital assets are securities

Jason Bisnoff 14 August, 2017

News

Saturna Capital launches clean shares

Saturna Capital Corporation has launched clean share options for all of its mutual funds, and CEO Jane Carten told Fund…

Danielle Kane 17 August, 2017

Analysis

Forum: Preparing operations for SEC impending regs

Mutual fund companies are awaiting the time later this year when they will be able to run test filings for…

Danielle Kane 3 August, 2017

Opinions

Forum: Preparing operations for SEC impending regs

Mutual fund companies are awaiting the time later this year when they will be able to run test filings for…

Danielle Kane 3 August, 2017

Firms quickly adopting AI accelerators

Emily Sakamoto 17 August, 2017

News

News roundup: Betsy Duke steps in at Wells Fargo; Outgoing SCCE executive speaks

The Financial Times reports on formal federal reserve governor Betsy Duke who was recently named the new chairman of Wells…

Jason Bisnoff 18 August, 2017

Analysis

Tackling the SEC’s investment company reporting modernization rules

By Harry Pangas, Clay Douglas & Sara Sabour of Eversheds Sutherland The compliance dates for the SEC’s recently adopted rules…

Compliance Reporter 12 July, 2017

Opinions

Relief on the way

Compliance Reporter this week reports on a push by a coalition of industry groups to win no-action relief from the…

Peter Rawlings 1 August, 2017

News

TruValueLabs newest platform uses AI to comb unstructured ESG data

As interest in environmental, social and governance (ESG) funds peak, TruValue Labs, a real-time data analytics provider, has launched its…

Emily Sakamoto 16 August, 2017

Analysis

Symphony orchestrates ‘App Store’ of fintech

Increased scrutiny of the way companies communicate digitally is pushing asset management firms to ramp up their considerations — with…

Emily Sakamoto 18 August, 2017

Opinions

Q&A: State Street’s J.R. Lowry

Fund Technology: What are State Street clients most concerned about at the moment? J.R. Lowry: The core need that comes…

Emily Sakamoto 10 August, 2017

Firms quickly adopting AI accelerators

Emily Sakamoto 16 August, 2017

OCIE sweep finds superficial cyber practices

Stan Wilson 16 August, 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: Rhode Island pension fund files for bankruptcy

The St. Joseph Health Services of Rhode Island pension fund has filed for receivership, according to GoLocalProv, putting thousands of…

Staff Writer 4:33 PM ET

Analysis

Credit card debt, expenses stymie 401(k) saving

Credit card debt and living expenses are the key issues preventing workers from saving for retirement, according to a new…

Noah Zuss 3:57 PM ET

Opinions

Consultant spotlight: Managing currency exposure

Investing in international assets results in exposure to foreign currency risk, unless the currency exposure is hedged. The currency exposure…

Andrew Akers 30 June, 2017

News

Phoenix foundation finds new CEO

The Flinn Foundation has ended a five-month search and found a replacement for its president and CEO Jack Jewett who…

Ben Shapiro 18 August, 2017

Analysis

Foundations and endowments move away from benchmarks

Institutions no longer define their investing habits based on indexes.  As nonprofits have been challenged on the effectiveness of their…

Ben Shapiro 18 August, 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

BNY Mellon seeking Phoenix area office, plans Vegas expansion

BNY Mellon Wealth Management is planning to open an office in the Phoenix metropolitan area. The firm is also in…

Max Viscio 17 August, 2017

Analysis

RIAs scale back ETFs as others test waters

Registered investment advisers are scaling back their exchange-traded fund exposure as ETFs make greater inroads at wirehouses and independent broker-dealers,…

Dervedia Thomas 17 August, 2017

Opinions

August Editor’s Note

It takes about four and a half hours to drive from New York City, the world’s financial center and the…

Max Viscio 8 August, 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