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

SEC committee mulls fund fee dollar disclosures

The SEC Investor Advisory Committee, the outside body advising the Securities and Exchange Commission, is considering asking it to require mutual funds…

Stan Wilson 11 April, 2016

Analysis

Evaluating sub-accounting fees in light of 2016 guidance

By Diana McCarthy In January, the Securities and Exchange Commission released its guidance on mutual fund distribution and sub-accounting fees.…

Fund Directions 21 March, 2016

Opinions

Survey: Director concerns for liquidity proposal

What about the Securities and Exchange Commission‘s liquidity risk management proposal is most concerning for mutual fund independent directors? Just fill…

Marissa Capodanno 5 April, 2016

SEC’s White: Ask the tough questions early

Marissa Capodanno 31 March, 2016
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

News

New ETF Issuers Face In-Kind Redemption Conundrum

Recent entrants to the exchange-traded fund space are facing the prospect of being tripped up by narrower exemptive relief. The…

Nick Jardine 18 March, 2016

Opinions

SECRET COO: Why cross-functional roles are crucial

SEC standards for compliance and regulation have been heightened more than ever to ensure fund managers are not taking unnecessary…

Secret COO 18 March, 2016
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

News

Ketchum Underlines Focus On Culture

Financial Industry Regulatory Authority Chairman and CEO Richard Ketchum has renewed the self-regulatory organization’s call for broker/dealers to improve their…

Ben Maiden 19 April, 2016

Analysis

Security-Based Swap Dealers: Gearing Up For Registration

By Lanny A. Schwartz, Zachary J. Zweihorn and Mark A. Sater of Davis Polk & Wardwell LLP The Securities and…

compliance.reporter 12 April, 2016

Opinions

Check Them Out

The long-awaited introduction of a fiduciary duty for brokers managing retirement accounts arrived, with perhaps a tickle of serendipity, in…

Ben Maiden 19 April, 2016
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

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

University of Maine System hires bank loan manager

The University of Maine System has selected an investment manager to handle a pair of bank loan allocations. At its…

InPlayer 18 December, 2017

Analysis

Mercer Says E&Fs Should Consider Private Debt For 2017

Investment consultant Mercer recommends that endowments and foundations increase investments in private debt strategies in 2017. This is the right…

francine krieger 2 February, 2017

Opinions

newposttest

Test Opinion Post.

InPlayer 9 May, 2017
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

News

Higher Salary, Higher Retirement Account Balance: AM CheatSheet

Nonprofit workers are lagging their corporate world peers in retirement readiness, but this is only because they are getting paid…

InPlayer 7 March, 2017

Analysis

Man Group Battered By Slump In Fees

Hedge-fund firm Man Group posted a slump in performance fees following a torrid six months for many of its funds,…

InPlayer 7 March, 2017

Opinions

Fresno Foundation CEO Leaves As Finance Issues Surface At Old Job

The abrupt departure last month of Hugh Ralston as CEO of California's Central Valley Community Foundation occurred as his previous…

InPlayer 7 March, 2017
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

News

Consulting veteran forms new firm

Industry veteran Angie Herbers has launched a new practice for financial advisors keen to scale their business. Herbers, who, alongside…

Stephanie Bartup 20 April, 2016

Analysis

Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed.…

Stephanie Bartup 6 October, 2015

Opinions

Q&A: What characteristics should the right distressed asset manager display?

Q: What characteristics should the right distressed asset manager display? A: George Schultze, CEO, Schultze Asset Management Hedge funds had a…

Stephanie Bartup 19 April, 2016
Editor’s Note
Fund Intelligence welcomes the readers of its two newest networks, Money Management Report and Foundation & Endowment Report. We hope you enjoy the new websites. Please send let us know if you have an...

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.

  • Seven 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