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

Accenture (Beacon)

Access Data Corp., a Broadridge Company

Advisors Asset Management

AGF Investments, LLC

ALFI

Aliter Investment Services, LLC

ALPS, an SS&C Company

American Century Investments

Ameriprise Financial

Amundi US

Aperio Group, LLC

Apex

B

Baillie Gifford & Co. Ltd.

Bank of America / Merrill Lynch

BlackRock

BNP Paribas Securities Services

BNY Mellon

Bonaire, a Broadridge company

Broadridge Financial Solutions, Inc.

Brown Brothers Harriman & Co.

C

Calamos Investments

Calastone Limited

Calvert Investments

CAMS (Computer Age Management Services Pvt. Ltd.)

Capital Group | American Funds

Capital Growth Management

Causeway Capital Management LLC

Cerulli Associates

CFA Institute

Chapman and Cutler LLP

Citi

Cogent Syndicated, a Division of Escalent

Cohen & Steers Capital Management, Inc.

Columbia Threadneedle

Computershare Fund Services

Confluence

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

Empower Retirement

Envision Financial Systems, Inc.

EQ by Equiniti

Ernst & Young LLP

Eventum Enterprise Solutions

F

Federated Hermes, Inc.

Fidelity Investments

Fiducia Optime

First Eagle

First Trust Portfolios

FIS

Foreside

Franklin Templeton Investments

FS Investments

Fund Intelligence

G

GE Asset Management

Georgeson

GMO, LLC

Goldman Sachs

Great-West Financial

Guggenheim Investments

H

Harbor Services Group

Harris Associates L.P.

Hartford Funds

Hennessy Funds

Hennion & Walsh, Inc.

Horizon8

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 Viking Funds

Invesco

Investment Company Institute

J

J.P. Morgan

Janus Henderson

John Hancock Signature Services, Inc.

K

L

Lord Abbett & Co

M

Macquarie Investment Management

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

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

Northeast Retirement

Northern Trust Company

NRS (National Regulatory Services)

Nuveen Investments

O

On Corps, Inc

Osterweis Capital Management

P

Parnassus Investments

Payden & Rygel Investment Group

Pershing, a BNY Mellon Company

PGIM

Pimco

Primerica Shareholder Services

ProShares | ProFunds

Putnam Investments

PwC

R

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

RBC Investor & Treasury Services

Reed Smith LLP

Reliance Trust

Ropes & Gray

Russell Investments

S

SalesPage Technologies, LLC

Saturna Capital Corporation

Schafer Cullen Capital Management Inc.

SEI

Six

Sovos

SS&C Technologies, Inc.

Standish Mellon Asset Management

State Street Corporation

State Street Global Advisors (SSGA)

Sudrania Fund Services Corp.

T

T. Rowe Price Services, Inc.

TCW Group

TD Ameritrade

Temenos

Thornburg Investment Management

Thrive Networks, Inc.

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

Van Eck Securities Corporation

Vanguard Group, Inc.

Virtus Investment Partners

Voya Investment Management

W

Wells Fargo Advisors

Wells Fargo Asset Management