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Fund Intelligence Fund Intelligence – Specialist networks on the US bilateral funds Cookies We use cookies and other tracking technologies to squire with navigation and accessing content, analyse your use of our products and services, squire with our promotional and marketing efforts. If you protract to use the site we will seem that you accept.WinnowDon’tWinnowLearn increasingly Home Events MembershipWell-nighus TrialWangleLogin Sales and Marketing Product minutiae Marketing strategy Market outlook Retirement People moves Fund flows Distribution RIAs Broker-dealers Subadvisory Tamps Digital DCIO Family offices Private banks Compliance Enforcement deportment Examinations New rules/guidance People moves Compliance tips Ops & Tech Operational insights Front office tech Back/middle office tech Data management Fintech solutions Reg tech People movesMerchantryStrategy M&A Strategy Earnings CEOs speak News and merchantry intelligence for windfall management professionals Our membership service provides US windfall management professionals with vital and violating intelligence wideness all parts of the modern fund complex. Membership options Trial wangle Already a member? Please login Informed coverage wideness the unshortened fund industry Designed with a focus on clarity and simplicity, we indulge members to prioritize their specific areas of professional interest whilst moreover keeping well-informed of key developments that are setting the voucher wideness the sector. Sales & Marketing News on product developments by peers and adviser/analyst reaction to them, informed wringer on distribution and razzmatazz strategies of leading fund groups and intelligence on where flows are going and why News and wringer on new product developments accompanied by informed self-sustaining commentary assessing their likely impact Interviews with leading sales and distribution professionals offering competitor intelligence on the tactics, team structures and priorities of the sector’s biggest names.Wringerof where the money is going and where it is leaving, permitting fund groups to benchmark where they stand in the fund flows game, understand the winners and losers and isolate opportunities for growth In-depth coverage of razzmatazz and marketing campaigns executed by leading fund groups in a world of increasing digitization and content-driven adsIncreasinglydetails Distribution Discover violating intelligence on investment approaches guiding key allocators, their decision-making processes and how evolving technology, regulations and market trends are shaping the distribution landscape.Violatingintelligence on the investment approaches stuff taken by key allocators including wirehouses, large RIAs, DCIOs, regional BDs, Tamps and ETF strategists. Informed wringer of evolving trends in the distribution space, driven by both the demands of regulators and investors, and the impact these will have on the sales strategy of fund complexes. A unrestrictedness of coverage which includes a strong focus on the private wealth, family office and HNW space and opportunities for windfall managers to build long-term relationships in these fruitful areas Strong coverage of the way technology is waffly the interface between fund groups, distributors and the end investor, including the impact of robo-advisers and online investing toolsIncreasinglydetails Compliance Help your compliance teams largest navigate exams and stave plush deficiencies and enforcement whoopee with up-to-date intelligence and wringer on the latest rules, legislation and regulatory priorities shaping the industry. News and wringer of key regulatory proposals and the impact they will have wideness variegated functions of a fund ramified In-depth wringer of both viewing trends and the lessons learned from various enforcement deportment Coverage of how leading compliance professionals at fund groups are implementing new rules and regulations and creating efficiencies within the compliance department Keeping a tropical eye on Washington to provide an early indication of any proposals or plans which could impact the sector in the futureIncreasinglydetails Ops & Tech Navigate squeezed operational budgets with vital information on creating real efficiencies wideness the fund ramified as technology, operational planning and cost-effective implementation guide visualization making Coverage of the operational plans stuff rolled out by leading names as fund groups protract to focus on forfeit efficiency programs and harnessing new technology News and wringer on the waffly service provider space wideness the back- and middle office, including new product launches aimed at solving problems for ops and tech pros Practical insights well-nigh how operations professionals are looking to introduce new rules and regulations wideness the fund ramified and deal with spare strains stuff placed on the merchantry Insights well-nigh how new technologies such as machine learning and RPA are waffly the operations function at fund groups and who is leading the way with new developmentsIncreasinglydetailsMerchantryStrategy Guide strategic decision-making with in-depth coverage of wide-ranging industry trends, developing opportunities, merchantry threats, CEO interviews and coverage of key M&A worriedness to requite you the full picture of an evolving sector. Fund group CEOs and other C-suite merchantry leaders in their own words setting out their strategy, views on growth opportunities and structural changes stuff undertakenWringerof how fund group leaders are handling wider industry trends and the impact big decisions will have on the running of modern fund complexes The informed views of respected self-sustaining consultants, analysts and other industry experts on the threats and opportunities facing the sector. Detailed coverage of M&A worriedness taking place in the sector and wringer of the impact of current and future dealsIncreasinglydetails Wealth Management Gain sectional insight into the HNW, UHNW and family-office space, including manager selection processes, as evolving merchantry models, up-and-coming technology and increasing professionalism reshape these valuable segments. Latest developments in the world of single and multi-family offices, top-end RIAs and private banksPolityand networking opportunities through our PrivateWindfallManagement trademark Interviews with leading wealth management names, discussing evolving merchantry models, up-and-coming technology and investment In-depth wringer on the shifting wealth management landscape, including the professionalization of the family office space and growing power of self-sustaining firmsIncreasinglydetails See how FI membership can goody your firm Membership options Trial wangle Events and Networking Discover our sectional event platform driving largest merchantry decisions and connecting the polity Our closed-door, off-the-record environment is peer-led, and content driven. A range of events includes everything from corporate summits and regional conferences to increasingly intimate breakfast briefings, dinners and workshops, permitting all fund professionals the opportunity to update their knowledge, meet with peers and build their merchantry contacts. View our events Testimonials Fund Intelligence is integral to our day-to-day visualization making. It keeps us up-to-speed with what is taking place in the market and allows us to be pro-active rather than reactive” COO at New York-based bilateral fund management firm The information generated by Fund Intelligence has informed all aspects of our business. From our throne 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 bilateral fund management firm Become a Member Join our polity of US windfall management professionals and discover how Fund Intelligence news, wringer & insight on key operational functions helps you make informed decisions. Membership options Trial wangle Sign up to our self-ruling weekly news rundown newsletter Fund Directions For your bilateral fund workbench Covering the latest regulatory, market and litigation developments that workbench directors need to stay on top of, Fund Directions offers market-leading insights on the governance priorities of self-sustaining fund directors. Coverage and events focus on the increasing regulatory and legal demands stuff placed fund boards and how leading directors are tackling a range of important governance issues. Visit Fund Directions © 2018 Fund Intelligence Group. 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