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.

Membership Benefits



  • Five 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

Direct access to actionable industry intelligence



Specialst Networks

Delivering real insight and analysis on marketing, governance, product and customer trends and compliance Fund Intelligence delivers actionable insights across the C-suite of major US mutual funds.



  • Five networks catering to the information needs of the mutual fund C-suite
  • Up to the minute news and analysis, as well as daily alerts
  • Data on the latest compliance and governance issues
  • Access to monthly educational events and webinars
  • Competitor analysis and information on your customers

Peer group and allocator/advisor networking opportunities



With more networking and training opportunities being rolled out across its networks, Fund Intelligence is able to provide senior fund professionals with unique educational opportunities.

  • Monthly 'Briefing' events for peer networking and education
  • Webinars across our networks, including specialist information for compliance professionals and trustees
  • A new 'Operational Leaders' Summit for COOs and CFOs at funds
  • An annual awards event - the Fund Intelligence Mutual Fund Awards - celebrating the best of this industry

Data on flows, performance, compliance and investor activity



Fund Intelligence's archive of news, analysis and data is designed to help your business understand the key issues in compliance, marketing, fund governance, operations, technology and investor relations.


  • Searchable data on the latest regulations
  • Information on investor mandates
  • Information on the preferences of distributors
  • Benchmarking information for your immediate peer group

Access to our team of dedicated analysts and account handlers



With the mutual fund at the centre of all our information, Fund Intelligence's team of analysts pursues a high-touch programme of regular client meetings and feedback.



Account Handlers

Our client service team is on hand to remind you of relevant events, new brands and to gather your feedback on all aspects of Fund Intelligence's service. You will be assigned a single point of contact when you first subscribe.

Analysts

Fund Intelligence's team of award winning journalists provide up to the minute coverage of the issues that matter in the mutual fund space. Setting the agenda on the latest launch, compliance, governance, operational and investor issues our content is positioned to help you run better business.

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.

  • Five 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