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

The path to digital: Boards prep for e-delivery discussions

The Securities and Exchange Commission’s newly adopted Rule 30e-3 gives mutual funds the freedom to make electronic shareholder reports their…

Marissa Capodanno 1:52 PM ET

Analysis

The path to digital: Boards prep for e-delivery discussions

The Securities and Exchange Commission’s newly adopted Rule 30e-3 gives mutual funds the freedom to make electronic shareholder reports their…

Marissa Capodanno 1:52 PM ET

Opinions

Editor’s note: Fall forward

This month in news, attorneys debate cybersecurity best practices for boards. For many, the temptation is to view cyber oversight…

Marissa Capodanno 1:59 PM ET

News

Custodians seek new revenue streams through M&A

Fund custodians are looking to bolster their margins by snapping up front-office technology providers and providing more end-to-end services. Large…

Emily Sakamoto 12:29 PM ET

Analysis

Rise of omnibus accounts adds oversight burdens

Fee pressures are forcing fund groups to push for greater efficiencies across their back and middle office, but they are…

Emily Sakamoto 10 August, 2018

Opinions

Pushing beyond transparency

With echoes of the 2008 financial crisis still ringing, and headlines highlighting the mishandling of sensitive data, transparency continues to…

Paul Williams 13 August, 2018

Broadridge, Charles River tackle T+2 risk

Emily Sakamoto 15 August, 2018

News

SEC nominees to continue stricter, more targeted enforcement

Former Securities and Exchange Commission officials are expecting new commissioners to enforce a stricter but narrower enforcement regime if they…

Jen Banzaca 5:32 PM ET

Analysis

The rising cost of compliance: From dollar costs to lost business

By Ross Goffi, Managing Consultant, Bovill For the weary compliance officer and the CFO writing the checks, GDPR is…

Compliance Reporter 1 June, 2018

Opinions

The form of a form

As the comment period closed for the Securities and Exchange Commission’s Regulation Best Interest, the agency found itself with a…

Peter Rawlings 10 August, 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

People moves: Ascent finds replacement president, Cassady founder steps down

Ascent finds replacement president U.S. Bank Wealth Management has named John Zimmerman as president of Ascent Private Capital Management, the…

Max Viscio 2 August, 2018

Analysis

Pathstone wants to build the family office of the future

The family office space is chock full of firms that can point toward decades-long legacies of serving high-net-worth clients. In…

Max Viscio 6 August, 2018

Opinions

New tax code creates opportunities for new tax and estate strategies

In December 2017, Congress passed a sweeping tax bill that will affect every American individual and company. While we’re still…

Andrew Aiello 14 June, 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.

  • 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