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

Board comp conversation turns to novel products

As alternative investment products gain momentum among fund providers, boards tasked with overseeing the new funds will need to consider…

Ben Sheng 15 October, 2018

Analysis

Boards address final question in liquidity rule oversight: How?

As we stand today, three years from the Securities and Exchange Commission’s initial liquidity risk management proposal and three months…

Rob Haddad 21 September, 2018

Opinions

Boards address final question in liquidity rule oversight: How?

As we stand today, three years from the Securities and Exchange Commission’s initial liquidity risk management proposal and three months…

Rob Haddad 21 September, 2018

Deloitte sees shift in fair valuation board reporting

Marissa Capodanno 11 October, 2018

Commissioner takes swipe at Calif. board bill

Marissa Capodanno 8 October, 2018

News

American Century taps Bank of Montreal for its new CTO

Bank of Montreal senior information pro Jamie Patel has taken over as SVP and chief technology officer at Kansas City,…

Emily Sakamoto 12 October, 2018

Analysis

Risky business: Fund complexes employ range of org structures

From guarding against cyber-attacks or data breaches to ensuring portfolio managers are staying within their parameters, overseeing risk is one…

Emily Sakamoto 8 October, 2018

Opinions

Editor’s note: Fund groups are on the move

With cost weighing heavily on every fund complex, many are using the financial strain as an impetus to migrate staff,…

Emily Sakamoto 12 September, 2018

News

Exchanges seek recusal of top SEC official in fee dispute

The New York Stock Exchange and Nasdaq Stock Market are calling for a top Securities and Exchange Commission official to…

Peter Rawlings 16 October, 2018

Analysis

SEC revokes fund voting guidance

The decision is yours, and yours alone. That’s the indication the Securities and Exchange Commission is giving mutual fund managers…

Peter Rawlings 19 September, 2018

Opinions

Breaking ground

It’s been a month of firsts for regulators. From the Securities and Exchange Commission bringing its first action for violations…

Peter Rawlings 5 October, 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

Merrill Lynch AUM jumps 10% as Edge passes $200bn

Merrill Lynch’s Global Wealth and Investment Management division has grown assets under management by 10% over the past year, as…

James Connington 16 October, 2018

Analysis

The anatomy of an (alleged) family office Ponzi scheme

A trio of Ponzi fraudsters have scammed over 230 investors, including a Virginia-based family office, to the tune of $340m.…

Max Viscio 8 October, 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