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Companies Represented at
ICI's 2014 GMM and Concurrent Events

Aberdeen Asset Management Inc.

Aberdeen Asset Management Plc

Aberdeen Funds

Aberdeen Singapore Fund

Absolute Investment Advisers

ACA Compliance Group

Access Data, a Broadridge Company


Addison Wechsler



Alliance Shareholder Communications


AllianceBernstein Funds


Allianz Global Investors

Allianz Investment Management LLC

Allied Printing Services, Inc.

Alpine Capital Research

Alpine Funds


ALPS Advisors

ALPS Fund Services, Inc.

American Beacon Advisors, Inc.

American Beacon Funds

American Benefits Council

American Century Investments

American Funds

American Funds Service Company

American Growth Fund Inc.

Ameriprise Financial, Inc.

AMG Funds


ANBIMA - Brazilian Financial and Capital Markets Association

Angel Oak Capital Advisors

Aquila Group of Funds

Aquila Investment Management LLC

Ariel Investments, LLC

Ark Investment Management

Artisan Funds

Artisan Partners Limited Partnership

Ashmore Funds

Asset International, Inc.

Asset Management Association of China (AMAC)



AST Fund Solutions, LLC

Aston Funds

Atlantic Fund Services


AXA Funds Management Group, LLC

Babson Capital Funds Trust

Baillie Gifford & Co

Baillie Gifford Overseas

Bank of America

Bank of America Merrill Lynch

Bank of America Money Market Funds


Battea - Class Action Services, LLC


Beacon Consulting Group, Inc.

Beacon Hill Fund Services, Inc.


Behringer Harvard

BHIL Distributors, Inc.

Bingham McCutchen

BlackRock, Inc.


Bloomberg BNA

Bloomberg News

BMO Funds

BNP Paribas

BNP Paribas Securities Services

BNY Mellon

BNY Mellon Funds Trust

BofA Global Capital Management

Bonaire, a Broadridge Company

Boston Financial

Boston Financial Data Services, Inc.

Brandes Investment Partners, L.P.

Brandes Mutual Funds

Bridgehouse Asset Managers


Bridgeway Funds

Bright Rock Capital Management



Broadridge Financial Solutions

Brown Brothers Harriman & Co.

Bush International

Calamos Investments LLC


Calvert Investments, Inc

Capital Group

Capital Group Companies

Capital Group Companies Global

Capital Research and Management Company

Capstone Funds

Carlyle Group

Casey, Quirk & Associates

Celera Systems LLC

Cerulli Associates

CGM Funds

Charles Schwab

Charles Schwab & Co., Inc.

Charles Schwab Investment Management, Inc.

Citco Mutual Fund Services



CLS Strategies


CNBC Digital

Cogent Reports™ of Market Strategies International

Cohen & Steers

Cohen & Steers Capital Management, Inc.

Cohen Fund Audit Services, Ltd.

Columbia Acorn Trust

Columbia Funds

Columbia Management

Columbia Management Investment Advisers, LLC

Columbia Management Investment Services Corp.

Command Financial

Commerce Funds

Commonwealth Companies

Compliance Science


Computershare Fund Services


Confluence Technologies


CoreData Research

Corporate Insight

Cramer Rosenthal McGlynn, LLC

Crane Data

Credit Agricole CIB

Credit Suisse

CSOP Asset Management Limited

D. F. King & Co., Inc.

Daily Income Fund

Data Communique

Davis Selected Advisers, L.P.


Dechert LLP

Delaware Investments


Deloitte & Touche LLP

Delta Data Software, Inc.

Depository Trust & Clearing Corporation

Deutsche Asset & Wealth Management

Diamond Hill Capital Management, Inc.

Diamond Hill Funds

Diamond Hill Investments

Dickstein Shapiro LLP

Diligent Board Member Services

Dimensional Fund Advisors

Dimensional Funds

Dinsmore Capital Management Co.

Dodge & Cox

Domini Social Investments LLC

Dow Jones

Dreyfus Corporation

Dreyfus Transfer, Inc.

Driehaus Capital Management LLC

Driehaus Mutual Funds

DST Customer Communications

DST Systems, Inc.

DWS Funds

E Fund Management (HK)

Eagle Family of Funds

Eagle Investment Systems

Eaton Vance

Eaton Vance Distributors, Inc.

Eaton Vance Management

Edward Jones Investments

Empire Life Investments

Envision Financial Systems, Inc.

Ernst & Young LLP

ETF Business Review


Federal Reserve Board

Federated Investors, Inc.


Fidelity ActionsXchange

Fidelity Equity and High Income Funds

Fidelity Investments

Fidelity Investments Canada ULC


Fiduciary Counselling, Inc.

Field Fisher Waterhouse

Fifth Third Bank


Financial Accounting Foundation

Financial Advisor Magazine

Financial Media Exchange

Financial News

Financial Planning Magazine

Financial Times

Finanical Services Council


First Investors Funds

First Investors Management Company, Inc.

First Pacific Advisors, LLC

First Trust Portfolios L.P.

FitterWeb Consulting


Forum Funds


Forward Funds

Fox Business Network

Franklin Square Capital Partners

Franklin Templeton

Franklin Templeton Investments

Franklin Templeton Investor Services, LLC

Fred Alger & Company, Incorporated

Friess Associates, LLC

Fund Action

Fund Directions

Fund Director Intelligence

Fund Industry Intelligence


FundSERV Inc.



FUSE Research

Gabelli Funds, LLC

GCD Media

GE Asset Management

Gemini Fund Services, LLC

General Electric Company


Georgeson Inc.

Goldman Sachs

Goldman Sachs & Co.

Goldman Sachs Asset Management

Goldman Sachs Mutual Funds

GoodHaven Capital Management

Goodwin Procter LLP

GP Investments


Greenbacker Capital

Guggenheim Funds

Guggenheim Investments

Harbor Capital Advisors, Inc.

Harding Loevner Funds

Harris Associates L.P.

Harte Hanks

Hartford Funds

Harvest Global Investments Limited

Hatteras Funds

Heartland Advisors, Inc.

Henderson Global Investors

Henderson Global Investors (North America), Inc.

Hengtian Services

Hennessy Funds

Highland Capital Management

Highland Funds

Homestead Funds

Horizon ETF Trust

Hotchkis & Wiley

HSBC Global Asset Management


Huntington Funds


ICMA Retirement Corporation

ICON Advisers, Inc.

ICON Funds

Ignites - A Financial Times Service

Institutional Investor Intelligence

Integrity Viking Funds

Interactive Data

International Financial Data Services

International Financial Data Services (Canada) Ltd

International Value Advisers


Invesco Funds Group

Invesco Management Group, Inc.

Invest Hong Kong

Investment Advisor

Investment Managers Series Trust II



IVA Funds


Ivy Funds

J.P. Morgan

J.P. Morgan Asset Management

Jackson National Asset Management LLC

Jackson National Funds

Janus Capital Group

Janus Funds

John Hancock

John Hancock Signature Services

JP Morgan Exchange Traded Funds

JPMorgan Chase

Judy Diamond Associates

K&L Gates LLP

Kanter & Co.


Kathy Freeman Company


Kiplinger Washington Editors

Kreischer Miller

Law Offices of Colleen T. Joyce

Lazard Asset Management

Leadership Solutions, Inc.

Legg Mason

Legg Mason & Co.

Legg Mason Partners Equity Trust

Lincoln Variable Insurance Products Trust


Linedata Services


Lockton Companies

Lord, Abbett & Co. LLC

Loring Ward

M Financial Group

M&T Bank

MainStay Funds

MainStay Investments

Mairs & Power

Management Practice Inc.

Managers Investment Group

Manning & Napier

MARS SalesFocus Solutions

Marsico Capital Management

Marsico Funds

MassMutual Mutual Funds

Matthews Asia

Matthews International Capital Management

McGladrey LLP

McGuireWoods LLP

Merrill Corporation

Merrill Lynch

MFS Funds

MFS Investment Management


Milestone Group

Mirae Asset Discovery Funds

Mirae Asset Management

MJE Advisors

Money Management Executive

Money Management Institute

Montage Investments

Morgan Stanley

Morgan Stanley Investment Management

Morningstar, Inc.


Mutual Fund Directors Forum

National Financial Services

National Fund Advisers LLC

National Quality Review

National Regulatory Services

Nationwide Financial

Nationwide Funds

Nationwide Funds Group

Nationwide Investment Management Group

Natixis Funds

Natixis Global Asset Management

Navigant Consulting, Inc.

Navigate Fund Solutions

Neuberger Berman LLC

Neuberger Berman Management LLC

New York Life

New York Life Insurance Company

New York Life Investments


Northern Trust

Northern Trust Bank

Nuveen Funds

Nuveen Investments

Oak Ridge Investments

Oakmark Funds

OFI Global

Olstein Capital Management, L.P.

Olstein Funds

Oppenheimer Funds

OppenheimerFunds Distributor

OppenheimerFunds, Inc.

Osterweis Capital Management

Pacific Funds

Pacific Life

Pacific Life Fund Advisors LLC

Pacific Life Funds

Pacific Life Insurance Company

Parnassus Funds

Parnassus Investments

Patomak Global Partners

Pax World Management LLC

Pax World Mutual Funds

Pensions & Investments

Permanent Portfolio Family of Funds

Phoenix Systems Inc.

Pioneer Funds

Pioneer Investment Management

Pioneer Investment Management USA Inc.

Pioneer Investments

PNC Bank

PNC Capital Advisors

PNC Funds


PricewaterhouseCoopers LLP

PriceWaterhouseCoopers Luxembourg



Principal Financial Group

Principal Funds

Professionally Managed Portfolios


ProShares | ProFunds

ProShares Advisors LLC

Prudential Financial, Inc.

Prudential Insurance Funds

Prudential Investments

Prudential Retail Funds

Purcell Communications, Inc.

Putnam Investments

PwC Advisory


Rainier Investment Management LLC

Raymond James & Associates

RBC Funds Trust

Reich & Tang

Reliance Trust

Reuters News

RidgeWorth Funds

RidgeWorth Investments

RiverNorth Funds

Robert W. Baird & Co.

Royce Funds

RR Donnelley

RR Donnelley, Global Investment Markets

RS Funds

RSA Security

Russell Investments

Ryan, LLC

SalesPage Technologies, LLC

Sanford C. Bernstein Fund, Inc.

Santa Fe Properties

Schwab Funds

Scout Investments, Inc.

Securian Trust

Securities and Futures Bureau, Financial Supervisory Commission, R.O.C.

Securities and Futures Bureau, Financial Supervisory Commission, Taiwan

Securities Investment Trust & Consulting Association of the R.O.C


SEI Funds

SEI Private Trust Company

Sentinel Funds

Sentinel Investments



Sipa Press


Spectrum Asset Management, Inc.

Stadion Investment Trust

State Farm Insurance

State Farm Mutual Funds

State Street

State Street Corporation

State Street Global Advisors

State Street Global Services

Steptoe & Johnson LLP

Sterling Capital Management LLC

Strategic Insight

Stratton Mutual Funds

Sullivan & Cromwell LLP

SunAmerica Fund Services



SunGard Asset Management

SunGard Financial

Sutherland Asbill & Brennan


SWIFT - Pan Americas

Swiss Funds & Asset Management Association SFAMA

T Hayes Consulting, LLC

T. Rowe Price

T. Rowe Price Associates, Inc.

T. Rowe Price Group, Inc.

Tait Weller LLP

TD Ameritrade Clearing



The Investment Funds Institute of Canada

The Investment Trusts Association, Japan

The Joyce Foundation

The Metro Herald

The New America High Income Fund, Inc.

Third Avenue Management LLC

Thomas J. Herzfeld Advisors, Inc.

Thompson Hine, LLP

Thomson Reuters


Thornburg Investment Management

Thornburg Investment Trust

Thrivent Financial


Tocqueville Asset Management

Tocqueville Trust

Toppan Vite

Toppan Vite NYC

Tortoise Capital Advisors

Touchstone Funds

Touchstone Investments

Transamerica Funds

TS Capital

Tweedy, Browne Company LLC

U.S. Bancorp

U.S. Bancorp Asset Management, Inc.

U.S. Bancorp Fund Services, LLC

U.S. Bank

U.S. Chamber of Commerce

U.S. Global Investors

U.S. Securities & Exchange Commission

Ultimus Fund Solutions, LLC

Ultimus Managers Trust

UMB Bank

UMB Financial Corporation

UMB Fund Services, Inc.

Unclaimed Property Recovery and Reporting (UPRR)

Union Bank, N.A.

USA Today


Value Line Funds

Valued Advisers Trust

Van Eck Global

Van Eck Market Vectors Trust


Vanguard Group, Inc.

Vertical Capital Income Fund

Virtus Funds

Virtus Investment Partners

Viteos Fund Services

Voya Investment Management

Waddell & Reed

Waddell & Reed Services Company

Wall Street Journal

Wasatch Funds

Water Island Capital, LLC


Wellington Management

Wells Fargo

Wells Fargo Advantage Funds

Wells Fargo Advisors

Wells Fargo Funds Distributor

Wells Fargo Funds Management LLC

White House Writers Group, Inc.

Wilbanks Partners llc

William Blair

William Blair Funds

WisdomTree Asset Management, Inc.

World Funds Trust


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