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

ACA Compliance Group

Accenture (Beacon)

Access Data Corp., a Broadridge Company

AIG (SunAmerica)

ALFI

Allianz Global Investors Ireland

Allianz Global Investors, Inc.

ALPS, an SS&C Company

American Century Investments

Amundi Pioneer

Aperio Group, LLC

Apex

B

Baillie Gifford & Co. Ltd.

Bank of America / Merrill Lynch

BlackRock

BNP Paribas Securities Services

BNY Mellon

Broadridge Financial Solutions, Inc.

C

Calamos Investments

Calastone Limited

CAMS (Computer Age Management Services Pvt. Ltd.)

Capital Group | American Funds

Capital Growth Management

Causeway Capital Management LLC

Celera Systems LLC

Cerulli Associates

CFA Institute

Chapman and Cutler LLP

Chicago Clearing Corporation

Citi

Cogent Syndicated, a Division of Escalent

Columbia Threadneedle

Computershare Fund Services

Confluence

D

Dechert

Delta Data

Depository Trust & Clearing Corporation, The (DTCC)

DFIN

Dimensional Fund Advisors

Dodge & Cox

Doremus FP

Dreyfus Corporation

E

Eagle Investment Systems

Eaton Vance Management

Edward Jones

Envision Financial Systems, Inc.

Equity Institutional

F

Federated Investors

Fidelity Investments

Fiducia Optime

First Command Financial Services, Inc.

First Eagle

First Trust Portfolios

FIS

Franklin Templeton Investments

FS Investments

Fund Intelligence

G

Georgeson

GMO, LLC

Great-West Financial

H

H.D. Vest Financial Services

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

International Financial Data Services Ltd. (IFDS)

Invesco

Investment Company Institute

J

J.P. Morgan

Jackson National Asset Management LLC

Janus Henderson

John Hancock Signature Services, Inc.

K

Keane

L

Legg Mason

Lord Abbett & Co

M

M3Sixty Administration, LLC

Macquarie Investment Management

Manulife Financial

Matthews Asia

Maquarie Investment Management

Meeder Investment Management

Mellon Capital, a BNY Mellon company

MFS

Money-Media, a Financial Times company

Morgan Stanley Services Company Inc.

Morningstar Investment Management

MUFG Union Bank, N.A

Mutual Fund Directors Forum

N

National Quality Review (NQR)

Nationwide Financial

Neuberger Berman Management LLC

New York Life Investment Management, LLC

Northern Trust Company

NRS (National Regulatory Services)

Nuveen Investments

O

Oakmark Funds

On Corps, Inc

Osterweis Capital Management

P

Parnassus Investments

Pax World Management LLC.

Payden & Rygel Investment Group

Pegasystems

Pershing, a BNY Mellon Company

PIMCO

Primerica Shareholder Services

Putnam Investments

PwC

R

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

Reed Smith LLP

Ropes & Gray

Royce & Associates

Russell Investments

S

SalesPage Technologies, LLC

Saturna Capital Corporation

SEI

Six

SS&C Technologies, Inc.

Standish Mellon Asset Management

State Street Corporation

State Street Global Advisors

T

T. Rowe Price Services, Inc.

TCW Funds

TD Ameritrade

Temenos

The Hartford

Thornburg Investment Management

Thrivent Financial Investor Services, Inc.

Touchstone Funds

Transamerica Fund Services, Inc.

U

U.S. Bank Global Fund Services, LLC

Ultimus Fund Solutions, LLC

UMB Fund Services, Inc.

V

Van Eck Securities Corporation

Vanguard Group, Inc.

Virtus Investment Partners

Voya Investment Management

W

Wells Fargo Asset Management

Wisdom Tree