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Sample Content

Fund Industry Intelligence provides news, analysis, data and commentary on mutual funds. It delivers daily business strategy, sales and marketing leads to fund industry leaders—giving them timely, practical insights into the highly competitive mutual fund marketplace.

From news on product innovation, distribution channel and marketing strategies, to C-Suite interviews, market trends, regulatory alerts, and daily market data, we deliver exclusive coverage in market and company context.

Fund Industry Intelligence covers the latest and most thought-provoking news on the U.S. mutual fund industry and its distribution channels, particularly the significant defined contribution plan space. We follow product launches, marketing strategies and business initiatives of leading fund providers, culling out the best innovative ideas—so you stay abreast of industry practice and gain an edge. We deliver actionable sales leads by covering searches by defined contribution leads and offer supporting information to help you land new business.

Sample headlines

We talk to key industry participants and experts to get in-depth perspectives on ongoing industry trends and happenings. Key features include:

Profiles and Q&As: one-on-one conversations with chief executives and their top lieutenants in sales, product development and marketing, on their plans and strategy for their companies, products, investment outlook, and regulatory and market concerns. Detailed profiles of record-keeping organizations, including partnerships, annual plans, asset growth strategies and other useful information for those on the sales side of the business.

Industry Forum: Conversations with retirement plan advisors, consultants and other industry leaders about hot topics. One-on-one interviews, and group feedback on a key question related to regulation or industry trends.

Trends: Coverage of emerging product development, marketing, regulation and business strategy trends, sourced from the industry’s leaders and bolstered by in-depth analysis of the context driving the industry developments.

Sample headlines

  • Search & Hire Directory: A listing of defined contribution plan search and hire activity, provided by iiSEARCHES. The Potential category includes early notice of future activity; the Completed category shows closed searches to help you see who’s winning the most business. The New category includes links to the iiSEARCHES database for RFPs and contacts.
  • Lipper Fund Flows: Monthly updates and analysis of fund trends, backed by Lipper data and commentary. We provide synopses to get you to your next meeting well-armed with the latest fund trend intelligence.
  • Money Fund Watch: Weekly rankings and performace data of the top-performing retail money-market mutual funds, as provided by iMoneyNet. Includes data on tax-free national retail, prime retail and government retail funds, all with total portfolio assets over $1 billion, excluding restricted funds.
  • New Fund Filings: weekly update of filings for new funds and share classes from Strategic Insight’s Simfund database.

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