Fund Industry Intelligence is dedicated to delivering exclusive market intelligence on U.S. mutual funds. It covers product innovations, sales and marketing strategies across distribution channels such as wirehouses/brokerages and defined contribution savings plans. This daily online and weekly print information service provides mutual fund executives, product chiefs, distributors and marketers with in-depth coverage of the mutual fund firms, DC plan providers and regulators who define the industry. Our timely intelligence covers:

  • Concise, relevant stories on business strategy and competitive insights on the top firms, the mid-market funds, and the smaller innovators. M&A, strategic alliances, and market share winning strategies.
  • Key insights on marketing plans, product launches, and distribution, so you can stay on top of, and ahead of, your competition.
  • Defined Contribution Search & Hire Activity alerts when a 401(k), 403(b), 457, or 529 college savings provider launches a search for a provider record-keeper, administrator, or consultant.
  • A searchable database of Defined Contribution Search & Hire Activity. You get business leads with the information needed to pursue them.
  • Key alerts on the major regulators—SEC, Treasury, and Department of Labor—plans, how it will impact your business, and what the decision makers are saying.
  • Organizations promoting fiduciary responsibility and informed approaches to the mutual Coverage of the key industry events: what new perspectives and future trends in mutual funds and DC plans are being discussed, by whom, and what you may have missed.