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

Accenture (Beacon)

Access Data Corp., a Broadridge Company

Advisors Asset Management

Aegon Asset Management

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

Archer Investments

Ashland Partners & Company LLP

B

Baillie Gifford & Co. Ltd.

Bank of America / Merrill Lynch

Bank of the West

Beacon Ridge Capital Management

BlackRock

BNP Paribas Securities Services

BNY Mellon

Bonaire, a Broadridge company

Broadridge Financial Solutions, Inc.

C

Calamos Investments

Capital Group | American Funds

Causeway Capital Management LLC

Cerulli Associates

Chapman and Cutler LLP

Charles Schwab Investment Management

Charles Schwab Trust Bank

Citi

Clarendon Partners

ClearBridge Investments

Cogent Syndicated, a Division of Escalent

Cohen & Steers Capital Management, Inc.

Columbia Threadneedle

Computer Age Management Services Limited (CAMS)

Computershare Fund Services

Confluence

CRC

CSS

D

Deloitte

Delta Data

Depository Trust & Clearing Corporation, The (DTCC)

DFIN Solutions

Dimensional Fund Advisors

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

G

GE Asset Management

Georgeson

GMO, LLC

Goldman Sachs

Great-West Financial

Gryphon Fund Group

Guggenheim Investments

H

Harbor Capital

Harris Associates L.P.

Hartford Funds

HengTian Services

Hennessy Funds

Hennion & Walsh, Inc.

HSBC Global Asset Management

I

IFS (International Fund Services), a State Street company

Ignites, a Financial Times Company

Impax Asset Management LLC

Inlet LLC | A Pitney Bowes & Broadridge Joint Venture

Institutional Shareholder Services Inc. (“ISS”)

Integrity Fund Services, LLC

Integrity Viking Funds

Invesco

Investment Company Institute

Investment Metrics LLC

IraLogix

J

J.P. Morgan

Janus Henderson

John Hancock Investment Management 

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

Morningstar Investment Management

Morgan Stanley Wealth Management

Morrow Sodali Fund Solutions

MUFG Investor Services

MUFG Lux Management Company S.A.

Mutual Fund Directors Forum

N

National Quality Review (NQR), a Delta Data Company 

Nationwide Financial

Natixis Global Asset Management

Neuberger Berman Management LLC

New York Life Investment Management, LLC

Northern Trust Company

Nuveen Investments

O

Oakmark Funds
Omego LLC

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

PwC

R

RBB Funds Group

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

RBC Investor & Treasury Services

RBC US Wealth Management

Reliance Trust

RiverSource Life Insurance Co

Rockefeller Capital Management

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)

STP Investments

T

T. Rowe Price Services, Inc.

TCW Group

TD Ameritrade

The Hartford

Thornburg Investment Management

Thrivent Financial Investor Services, Inc.

TIAA

Touchstone Funds

Transamerica Fund Services, Inc.

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