Partnerships

Members List

Join a growing roster of diverse thought leaders spanning the global asset management Industry.

A B C D E F G H I J K L M N O P R S T U V W

A

Abandoned Property Advisors, LLC

ACA Group

Accelex

Accenture (Beacon)

Access Data Corp., a Broadridge Company

Advisors Asset Management

AEGON Group

AGF Investments, LLC

AIG

ALFI

Aliter Investment Services, LLC

Allspring Global Investments

ALPS, an SS&C Company

American Century Investments

Ameriprise Financial

Amundi US

Aperio Group, LLC

Ashland Partners & Company LLP

B

Baillie Gifford & Co. Ltd.

Bank of America / Merrill Lynch

Bank of the West

BlackRock

BNP Paribas Securities Services

BNY Mellon

Bonaire, a Broadridge company

Broadridge Financial Solutions, Inc.

C

Calamos Investments

CAMS (Computer Age Mgmt Services Pvt. Ltd.)

Capital Group | American Funds

Capital Growth Management

Causeway Capital Management LLC

Cerulli Associates

CFA Institute

CFA Society Toronto

Chapman and Cutler LLP

Charles Schwab Investment Management

Charles Schwab Trust Bankt

Citi

ClearBridge Investments

Cogent Syndicated, a Division of Escalent

Cohen & Steers Capital Management, Inc.

Columbia Threadneedle

Computershare Fund Services

Confluence

Cowen

CSS

D

Deloitte

Delta Data

Depository Trust & Clearing Corporation, The (DTCC)

DFIN Solutions

Di Costa Partners

Dimensional Fund Advisors

Discovery Data

Dodge & Cox

Dreyfus Corporation

DST Retirement Solutions

DST Systems, Inc.

E

Eagle Investment Systems

Eaton Vance Management

Edward Jones

EI Advisory (On behalf of HSBC)

Empower Retirement

Envision Financial Systems, Inc.

Ernst & Young LLP

F

Federated Hermes, Inc.

FI360

Fidelity Investments

Fiducia Optime

First Eagle

First Trust Portfolios

FIS

Franklin Templeton Investments

FS Investments

Fund Intelligence

G

GE Asset Management

Georgeson

GMO, LLC

Goldman Sachs

Great-West Financial

Gryphon Fund Group

Guggenheim Investments

H

Harbor Services Group

Harris Associates L.P.

Hartford Funds

HengTian Services

Hennessy Funds

Hennion & Walsh, Inc.

HSBC Global Asset Management

I

Ignites, a Financial Times Company

IFS (International Fund Services), a State Street company

Impax Asset Management LLC

Inlet LLC | A Pitney Bowes & Broadridge Joint Venture

Integrity Fund Services, LLC

Integrity Viking Funds

Invesco

Investment Company Institute

Investment Metrics LLC

IraLogix

J

J.P. Morgan

Janus Henderson

John Hancock Signature Services, Inc.

K

kasina

L

Laudus Funds

LexisNexis / Blue Sky Regulatory Solutions

Lord Abbett & Co

LPL Financial Services

M

Manulife Financial

MarketSphere Unclaimed Property Specialists

MARS SalesFocus Solutions

Matthews International Capital Management

Mediant Communications

Mellon Capital, a BNY Mellon company

MFS Investment Management

Money-Media, a Financial Times company

Morgan Stanley Services Company Inc.

Morningstar Investment Management

MUFG Investor Services

MUFG Lux Management Company S.A.

Mutual Fund Directors Forum

N

National Quality Review (NQR)

Nationwide Financial

Natixis Global Asset Management

Neuberger Berman Management LLC

New York Life Investment Management, LLC

Northern Trust Company

Nuveen Investments

O

Omego LLC
OnCorps, Inc.

Osterweis Capital Management

P

Parnassus Investments

Payden & Rygel Investment Group

Pershing, a BNY Mellon Company

PGIM

Pimco

Primerica Shareholder Services

Princeton Financial Systems, Inc.

ProShares | ProFunds

Putnam Investments

R

RBC Global Asset Management (U.S.) Inc.

RBC Investor & Treasury Services

RBC US Wealth Management

Reliance Trust

RiverSource Life Insurance Co

Ropes & Gray

Royce Investment Partners

Russell Investments

S

SalesPage Technologies, LLC

Saturna Capital Corporation

Schafer Cullen Capital Management Inc.

Seligman Investments

SEI

Six

Sovos

SS&C Technologies, Inc.

Standish Mellon Asset Management

State Street Corporation

State Street Global Advisors (SSGA)

T

T. Rowe Price Services, Inc.

TCW Group

TD Ameritrade

Temenos

The Hartford

Thornburg Investment Management

Thrivent Financial Investor Services, Inc.

TIAA

Touchstone Funds

U

U.S. Bank Global Fund Services, LLC

Ultimus Fund Solutions, LLC

V

Valic Financial Advisors, Inc.

Van Eck Securities Corporation

Vanguard Group, Inc.

Virtus Investment Partners

Voya Investment Management

W

Wells Fargo Advisors

Wells Fargo Asset Management

With Intelligence