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

Enforcement course hinges on Clayton’s priorities

Priorities at the Securities and Exchange Commission’s Enforcement Division hinge on expected incoming commission chair Jay Clayton’s views of investment…

Marissa Capodanno 25 April, 2017

Analysis

Common ownership: Industry, economists clash over antitrust theory

Recent academic research has pitted fund industry professionals against a cadre of economists who say mutual funds investing in several…

Marissa Capodanno 21 April, 2017

Opinions

Why so serious?

There’s nothing like a well-timed jaunt to the West Coast for the Investment Company Institute’s annual Mutual Funds and Investment…

Marissa Capodanno 27 March, 2017

News

iMeta and JWG join forces to bring clients regtech tool

iMeta, a client data management software provider, recently selected JWG’s RegDelta platform to provide regulatory change management services. The RegDelta…

Danielle Kane 24 April, 2017

Analysis

DOL advocates for clean shares

The Department of Labor is backing the use of clean shares, a mutual fund structure in which distribution fees are…

Danielle Kane 25 April, 2017

Opinions

Q&A: Fourth-party oversight: How far does your firm need to go?

Steven Yadegari, COO and general counsel, Cramer Rosenthal McGylnn   Danielle Kane (DK): The concept of third-party vendor oversight is…

Danielle Kane 18 April, 2017

News

Attorney warns of compliance manual, custody SEC exam issues

Investment advisers need to make sure they have thoroughly tailored compliance policies, as Securities and Exchange Commission’s examiners continued fine…

Jason Bisnoff 25 April, 2017

Analysis

What new DoJ guidance means for compliance

By Amanda Raad, Ryan Rohlfsen, David Rojas and Grant Hodges of Ropes & Gray On February 8, 2017, the Fraud…

Compliance Reporter 11 April, 2017

Opinions

Give a little whistle

Across the financial services industry firms and officials are finding themselves in hot water over alleged problems in dealing with…

Peter Rawlings 17 April, 2017

News

BDO adds real-time monitoring to ADV filings for portfolio risk assessment

BDO has added real-time monitoring of Form ADV to its eConnaissance due diligence platform in time for the Oct.…

Emily Sakamoto 25 April, 2017

Analysis

Intersection of active and AI

The rise of this intelligent technology coincides with the market’s shift from active strategies to more passive ones. Artificial intelligence…

Emily Sakamoto 7 April, 2017

Opinions

Rethinking Front to Back for the Buy-Side

Last month, the International Organization of Securities Commissions (IOSCO) recommendations for variation margin exchange for non-centrally cleared OTC derivatives came…

Mark Baker 4 April, 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: Wells Fargo investors revolt at angry meeting

Shareholders in Wells Fargo staged a major protest vote against the U.S. bank as the chairman and several directors narrowly…

Staff Writer 25 April, 2017

Analysis

Vanguard expands TDF lead as investors flock to passive

Assets in target-date funds are breaking records but providers offering passive options are quickly gaining share, according to new research…

Noah Zuss 25 April, 2017

Opinions

Consultant spotlight: retirement income options needed

News stories discussing retirement income have become increasingly pervasive over the last few years. With the coinciding stressors of baby…

Drew Maresca 7 April, 2017

News

News roundup: A counterintuitive approach to mission-driven investing

A Federal Reserve economist believes endowments and foundations should invest in firms whose activities run against their own objective, as…

Staff Writer 25 April, 2017

Analysis

Ford Foundation Q&A on impact investing: Part II

The impact investing marketplace recently received a jolt when the $12bn Ford Foundation announced a $1bn commitment to mission-related investments…

Amrita Sareen-Tak 25 April, 2017

Opinions

Japan Attracts Institutional Flows: AM CheatSheet

While investors are scratching their heads, wondering where they should place their bets next, perhaps they need to look to…

Amrita Sareen-Tak 1 March, 2017

Robin Hood hires new CEO

Ben Shapiro 25 April, 2017

Ford Foundation Q&A on impact investing: Part II

Amrita Sareen-Tak 25 April, 2017

News

BDO adds Form ADV tracking to platform

BDO has added real-time monitoring of Form ADV filings to its eConnaissance due diligence platform. The move comes as the…

Max Viscio 24 April, 2017

Analysis

Focus’ Adolf plans big year after $bn PE buyout

Focus Financial Partners, which last week announced that it was selling a majority ownership to a private equity group led…

Max Viscio 24 April, 2017

Opinions

Essential Knowledge in Changing Times for Wealth Advisors

The wealth advisor business is in the throes of unprecedented change. Trends and transformations are disrupting “business as usual” and…

Marv Pollack 24 April, 2017

Quant firm launches PE, VC indexed products

Ben Shapiro 24 April, 2017

Guggenheim sells alts platform

Max Viscio 20 April, 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