Selected Current Clients

Mission Statement:

Continue in our 27th year to help in many ways each client succeed globally and the mutual fund business worldwide to expand further.

USA  US Services Clients

Today, more than 250 financial institutions in the U.S. and worldwide rely on SIís U.S. mutual fund business intelligence, research services, and industry expertise and integrate them within their strategic business planning, product management/development, board of directorsí reports, and sales initiatives. Our clients collectively manage about 90% of the U.S. mutual fund industryís total assets under management and also include insurance company issuers of variable annuity contracts; broker-dealers; investment and merchant banks; accounting, law and consulting firms; hedge funds; private equity firms, regulators; and the national association for the U.S. fund industry.

Domestic clients:

Aberdeen
Aegon/Transamerica
Affiliated Managers Group
AllianceBernstein 
Allianz Life
American Century
American Funds
AQR Capital Management
Aquila Management
Artio Global Investors
Artisan Partners
AXA Equitable Life
 
Bank of America/Merrill Lynch
Barclays Capital
Baron Capital
Berkshire Capital 
BlackRock 
BMO Nesbitt Burns, Canada
The Boston Consulting Group
Brandes Investment Partners L.P.
BT Financial
 
Calamos
Calvert
Casey, Quirk and Associates
Cerulli Associates
Charles Schwab
CIBC
Cohen and Steers
Cole Real Estate Investments
Columbia Management 
Crestview Advisors
 
Daiwa Asset Management, Japan
Davis Selected Advisors
Delaware Investments
Deutsche Bank
Dexia Asset Management
Diamond Hill Investments
Dreyfus Service Corp
 
Eaton Vance
Empirical Research Partners
Equitable Life Insurance
Ernst & Young
 
Federated Investors
Fidelity
First Eagle / Arnhold S. Bleichroeder
First Trust Advisors 
Forward Management
Franklin Resources
 
GAM London Limited
Goldman Sachs
Greenhill & Company
Guardian Life
 
Harbor Capital
Hartford Life Insurance
HSBC
Huntington Asset Services
 
ICI
ICON Advisors
ING Investment Management
Invesco
Investment Company Institute
Ivy Funds Distributor / Waddell & Reed
 
Jackson National Life
Janus
John Hancock
JP Morgan Asset Management
 
Keefe, Bruyette, Woods
Kirr, Marbach & Co.
Kohlberg Kravis Roberts
Kramer Levin Naftalis & Frankel
 
Lazard Freres
Legg Mason
Lincoln National
Linsco/Private Ledger 
Lord Abbett
 
MainStay Invesments / NY Life
Managers Funds
Manulife
Matthews International 
McKinsey & Co.
MFS
Milliman USA
Minnesota Life
Mirae Asset Management
Morgan Stanley
Munder Capital Management
 
Nationwide Financial
Natixis Asset Management
NeubergerBerman
Nomura
Northern Trust
Nuveen
 
Oakmark Funds
Old Mutual Capital
OppenheimerFunds
 
Pacific Life
Penn Mutual Life
PIMCO
PNC Global Investment Servicing
Power Corporation of Canada
PriceWaterhouseCoopers
Principal Financial 
Prudential/Jennison
Public Company Accounting Oversight Board (PCAOB)
Putnam Mutual 
 
QVT Financial LP
 
RBC Dain Rauscher
RidgeWorth Investments
Royce & Associates
RS Investments
Russell Investment Group
 
Schroders Capital 
Security Benefit Group
SEI Investments
Sentinel Investments
State Street Corporation
Stifel Nicholaus
Sun Life
SunAmerica
Sutherland Abill and Brennan
 
T. Rowe Price
TCW Investment Management
Thornburg Investment Management
Thrivent
TIAA-CREF
Touchstone
 
U.S. Securities and Exchange Commision (SEC)
UBS
US Global 
 
Van Eck
Viking Global
Virtus Investment Partners
Voyageur Funds / RBC Dain Rauscher
 
Waddell & Reed, Inc.
Wellington Management
Wells Fargo
William Blair
Willmington Trust Investment Advisors

 

 

Global Services  Global Services Clients

SI's expanding global research includes monthly studies of key developments and innovations in the fund industry worldwide; on-demand research to address clients' specific questions; as well as monthly top-down analysis of fund demand in over 20 countries including Asia, Europe, and Latin America. SI serves its global clients from offices in London, Hong Kong, Melbourne, Toronto, Boston, and New York. We offer business intelligence on mutual funds sold in the major markets around the world. Our suite of databases include: Simfund Global, a comprehensive database of Asia, Europe and offshore funds; Simfund Latin America; Simfund Australia; and coming soon, Simfund Canada.

Global Clients:

Australia Clients Australia
Beligium Clients Belgium
Canada Canada
Finland Clients Finland
France Clients France
Germany Clients Germany
Hong Kong Hong Kong
Italy Clients Italy
Japan Clients Japan
Korea Clients Korea
Netherlands Clients Netherlands
Singapore Singapore
Switzerland Clients Switzerland
United Kingdom United Kingdom
United States United States
   
Aberdeen
AllianceBernstein Investments
Allianz Global Investors AG
American Century 
American Funds
AMP Capital Investors
Amundi
Artisan Partners
AXA Investment Managers
 
Bank of America/Merrill Lynch
BlackRock 
BNP Paribas
Bridgewater Associates, LP
BT Financial
 
Calamos
Casey, Quirk and Associates
CIBC
Columbia Management
Credit Agricole Asset Management
 
Deutsche Bank
Dexia Asset Management
 
Ernst & Young
Eurizon
 
Federated Investors
Fidelity International
First State Investment Services (UK) Limited
Franklin Resources
 
GAM London Limited
Global Asset Management, UK
Goldman Sachs
 
Harbor Capital
 
ICBC Credit Suisse
ICI
 
Janus
JF Asset Management
John Hancock 
JP Morgan Asset Management
Julius Baer Investment
Jupiter Fund Management
 
Legg Mason
 
M&G Securities Limited
Manulife
Matthews International 
McKinsey & Co.
MFS
 
Natixis Asset Management
Neuberger Berman (Europe)
Nikko Financial Intelligence
 
Oakmark Funds
 
Pictet & Cie, Banquiers
PIMCO
Pioneer GAM 
Prudential Financial
 
Rothschild & Cie Gestion
 
Standard Life Investments
Swisscanto
 
T. Rowe Price
 
UBS AG
 
Wellington Management