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Companies Represented at 
ICI’s 2016 GMM and Concurrent Events

1290 Funds

360 Funds

361 Capital

AB Funds

AB Global

Aberdeen Funds

Aberdeen Investment Funds

Absolute Investment Advisers

ACA Compliance Group

ACA Technology Solutions


Accenture Consulting

Access Data, a Broadridge Company

ACR Alpine Capital Research

Advisors Asst Management



Alaric Compliance Services, LLC

Association of the Luxembourg Fund Industry (ALFI)


Alliance Shareholder Communications

AllianceBernstein Singapore

Allianz Asset Management AG

Allianz Funds

Allianz Global Investors Fund Management

Allianz Global Investors U.S. LLC

Alpine Woods Capital Investors

ALPS Advisors, Inc.


ALPS Fund Services, Inc.

ALPS Holdings, Inc.

American Beacon Advisors, Inc.

American Beacon Funds

American Century Investments

American Funds

American Growth Fund Inc.

Ameriprise Financial

AMG Funds


ANBIMA-Brazilian Financial and Capital Markets Association

Angel Oak Capital Advisors


AQR Capital Management, LLC

Aquila Group of Funds

Aquila Investment Management LLC

Ariel Investment Trust

Ariel Investments, LLC


Artisan Partners Funds

Artisan Partners Limited Partnership

Asset International

Asset Management Association of China

Association for Savings and Investment - South Africa (ASISA)


AST Fund Solutions, LLC

Aston Asset Managment

Atlantic Fund Services

Austrian Association of Investment Fund Management Companies

Ave Maria Mutual Funds

Aviva Investors Americas


AXA Equitable Funds

AXA Equitable Funds Management Group, LLC

AXA Equitable Life Insurance Company



Babson Capital Funds Trust

Babson Capital Management

Baillie Gifford & Co.

Baillie Gifford International

Baillie Gifford Overseas Limited

Bank of America

Bank of America Merrill Lynch

Bank of New York

Bank of New York Mellon

Baron Capital

Barron's Magazine


BBH Trust

BBL Asset Management Company Limited

Beacon Consulting Group

Beacon Hill Fund Services, Inc.

BlackRock Funds

BlackRock, Inc.

Blank Rome LLP

Bloomberg BNA

Bloomberg Intelligence

Bloomberg L.P.

Bloomberg News

BMO Funds

BNP Paribas

BNY Mellon Funds Trust

BNY Mellon Investment Management

Boston Financial Data Services, Inc.

Brandes Mutual Funds

Bridge Builder Trust


Bridges Investment Fund, Inc.

BrightScope, Inc.


Broadridge Financial Solutions

Brookfield Investment Management Inc.

Brown Brothers Harriman & Co.

Calamos Funds

Calamos Investments

Calvert Investments, Inc.

Capital Group

Capital Group Companies

Capital Research and Management Company

Capital Research Company, Inc.

Capstone Asset Management Company

Center for Capital Markets Competitiveness

Century Capital Management, LLC

Cerulli Associates

CFA Institute

CGM Funds

Charles Schwab & Co., Inc.

Charles Schwab Investment Management

Charles Sterling Group

Chetu, Inc.

China Asset Management (Hong Kong) Ltd.

China International Fund Management (CIFM)

China Southern Asset Management Co., Ltd

China Universal Asset Management (HK) Ltd.

Christian Brothers Investment Services, Inc.

Cipperman Compliance Services



City National Rochdale Funds


CLS Strategies


Cogent Research

Cohen & Steers

Cohen & Steers Capital Management, Inc.

Cohen & Steers Mutual Funds

Cohen Fund Audit Services

Collingwood Group

Columbia Threadneedle Investments

Command Financial

Commerce Funds

Computershare Fund Services


Confluence Technologies

Cornerstone Advisors, Inc.

Council of Institutional Investors

Cozen O'Connor

Crane Data

Credit Agricole CIB

Crown Philanthropic Solutions

Daiwa Asset Management (America) Ltd.

Davis Selected Advisers, L.P.

Dechert LLP

Delaware Investments

Deloitte & Touche LLP

Deloitte Advisory

Delta Data Software

Depository Trust & Clearing Corporation

Deutsche Bank

Deutsche Funds

Diamond Hill Capital Management, Inc.

Diamond Hill Funds

Diligent Corporation

Dimensional Fund Advisors

Dodge & Cox

Domini Social Investments LLC


DoubleLine Funds

Dreyfus Transfer, Inc

Driehaus Mutual Funds

Drinker Biddle & Reath LLP

DST kasina

DST Market Services, LLC

DST Systems, Inc.

Duff & Phelps

E Fund Management (HK) Limited

E Fund Management Co., Ltd.

Eagle Investment Systems

Eaton Vance

Eaton Vance Corp.

Eaton Vance Distributors, Inc.

Eaton Vance Funds

Eaton Vance Management

Employee Benefit Research Institute (EBRI)

Edward Jones Investments

Envision Financial Systems, Inc.

ERISA Industry Committee (ERIC)

Ernst & Young LLP


European Fund and Asset Management Association (EFAMA)

Exchange Traded Concepts Trusts

Federal Reserve Board

Federated Investors, Inc.

Federation of Finnish Financial Services

Fidelity Clearing and Custody

Fidelity Corporate Actions Solutions

Fidelity Investments

Fidelity Management and Research

Fiducia Optime

Fifth Third Bank


Financial Advisor Magazine

Financial Investors Trust

Financial Planning Magazine

Financial Recovery Technologies

Financial Times


First Eagle Investment Management, LLC

First Pacific Advisors, LLC

First Trust Portfolios L.P.


FIS Investor Services


Foreside Financial Group, LLC

Forethought Variable Insurance Trust

Forum Funds

Franklin Resources, Inc.

Franklin Templeton Investments

Front Street Capital Management, Inc.

Fund Action

Fund Board Views

Fund Directions

Fund Operations


FundRock Management Company S.A.

FUSE Research Network LLC

Galliard Capital Management

GE Asset Management

Gemini Companies

Gemini Fund Services, LLC

Georgeson / Computershare

Gibraltar Ventures

Global Atlantic Financial Group

Global Atlantic Investment Advisers

Global Investor/ISF

Goldman Sachs & Co., Inc.

Goldman Sachs Asset Management

Goldman Sachs Mutual Funds

GoodHaven Capital Management, LLC

Goodwin Procter LLP

Grail Partners, LLC

Great-West Investments

Gregory FCA

Guardian Life

Guggenheim Funds

Guggenheim Investments

Harbor Capital Advisors, Inc.

Harbor Services Group


Hartford Funds

Heartland Advisors, Inc.

Hellman & Friedman LLC

Henderson Global Funds

Henderson Global Investors

Hengtian Services LLC

Hennessy Funds

Highland Capital Management

Highland Funds

HIMCO Variable Insurance Trust

Homestead Funds

Hong Kong Investment Funds Association

Horizon Investments

Hotchkis & Wiley Capital Management

HSBC Funds

HSBC Global Asset Management (USA) Inc.

ICI Mutual

ICON Funds

Ignites Research

Ignites, A Financial Times Service

IMP Consulting

Incapital LLC


Industrial Securities Co., Ltd


INTECH Investment Management LLC

Integrity Viking Funds

Interactive Data

International Financial Data Services

International Financial Data Services Canada

International Investment Funds Association (IIFA)

International Value Advisers, LLC


Invesco Funds

Investment & Pensions Europe (IPE)

Investment Adviser Association

Investment Funds Institute of Canada

Investment Management Association of Singapore

Investment Managers Series Trust I

Investment Managers Series Trust II

Investment News

Investment Technology Group, Inc.

IPE International Publishers Ltd

Irish Funds Industry Association

IVA Funds

J.P. Morgan

J.P. Morgan Asset Management

J.P. Morgan Chase Bank N.A.

J.P. Morgan ETFs

J.P. Morgan Investment Management

Jackson National Asset Management LLC

Jackson National Funds

Janus Capital Group

Japan Investment Trusts Association

Jensen Quality Growth Fund

John Hancock Financial Services, Inc.

John Hancock Investments

John Hancock Life Insurance Company

John Hancock Signature Services

John Reilly & Associates

K&L Gates LLP

Kaplan Fox & Kilsheimer LLP



Kreischer Miller

Lake Avenue Capital

Lazard Asset Management

Lazard Funds

Leadership Solutions, Inc.

Legg Mason, Inc.

Lieff Cabraser Heimann & Bernstein LLP

Lincoln Variable Insurance Products Trust


Loring Ward Holdings Inc.

Lovell Minnick Partners

M3Sixty Administration, LLC

M3Sixty Holdings, LLC

Mackenzie Investments

MainStay Funds

Mairs & Power

Managed Portfolio Series

Management Practice Inc.

Market Vectors ETF Trust

Matthews Asia Funds

Matthews International Capital Management, LLC

Meeder Investment Management

Merrill Lynch

MetLife Funds

MFS Fund Distributors, Inc.

MFS Funds

MFS Investment Management

MFS Service Center, Inc.


Midas Management Corporation

Milestone Group Pty Ltd.

Miller/Howard Investments

Mirae Asset Global Investments (USA)

MJE Advisors



Montieth & Company

Morgan Stanley

Morgan Stanley Funds

Morgan Stanley Investment Management

Morgan, Lewis & Bockius LLP

Morningstar Associates, LLC

Morningstar, Inc.

Motley Fool Asset Management

MUFG Union Bank, N.A.


National Association of Psychiatric Health Systems

National Financial Services

National Investment Company Service Association (NICSA)

National Law Journal

National Quality Review

National Regulatory Services (NRS)

Nationwide Financial

Nationwide Funds

Nationwide Insurance

Natixis Funds

Natixis Global Asset Management

Navigant Consulting, Inc.

Neuberger Berman Funds

Neuberger Berman Investment Advisers

New America High Income Fund, Inc.

New Century Portfolios

New York Life Insurance Company

New York Life Investment Management LLC

New York Life Investments

NexPoint Advisors

NextShares Solutions LLC

Nomura Asset Management Co., Ltd.

Northern Trust

Northern Trust Asset Management

Northwestern Mutual

Norwegian Fund and Asset Management Association

Nuveen Funds

Nuveen Investments

OFI Global

Okapi Partners LLC

Olstein Capital Management, L.P.

Olstein Funds


OppenheimerFunds Distributor, Inc.

OppenheimerFunds, Inc.

Osterweis Capital Management

Pacific Funds

Pacific Life Fund Advisors LLC

Pacific Life Insurance Company

Pacific Select Funds

Parametric Portfolio Associates LLC

Parnassus Investments

Patomak Global Partners

Pax World

Pensions & Investments

Permanent Portfolio Family of Funds

Phoenix Systems Inc.


Pioneer Funds

Pioneer Investment Management USA Inc.

Pioneer Investments

PNC Funds


PricewaterhouseCoopers LLP

PRIMECAP Odyssey Funds


Principal Financial Group

Principal Funds

Principal Global Investors

Principal Mutual Funds

Professionally Managed Portfolios

ProShare Advisors LLC



Prudential Financial, Inc.

Prudential Investments LLC

Prudential Retail Funds

Putnam Investments

PwC Luxembourg

Quantitative Management Associates LLC

Quasar Distributors, LLC

Rainier Investment Management

Rainier Mutual Funds

Rath Group

RBB Funds Group

RBC Funds

RBC Global Asset Management

RBC Investor & Treasury Services

Reed Smith LLP

Reid Partners


RidgeWorth Funds

RidgeWorth Investments

RiverNorth Funds

Rothschild Asset Management Inc.

Royce Funds

RR Donnelley

RS Funds

RS Investment Management Co. LLC


Russell Investments

SalesFocus Solutions

SalesPage Technologies

Salient/Forward Funds

Sanford C. Bernstein Fund, Inc.

Schiff Hardin LLP

Scout Investments

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

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

Seeking Alpha/ETF Business Review


SEI Investments

SEI Private Trust Company

Sentinel Investments

Shenzhen Asset Management Association

SimCorp USA Inc.

Societe Generale Securities Services



Spectrum Asset Management

Spinnaker Analytics

Stadion Funds


Starkweather & Shepley Insurance Brokerage, Inc.

State Street

State Street Bank & Trust Company

State Street Corporation

State Street Global Advisors

Sterling Capital Management LLC

Stock Exchange of Thailand

Stradley Ronon Stevens & Young, LLP

Strategic Insight

SunAmerica Asset Management Corp.

SunAmerica Fund Services

SunAmerica Funds

SunGard Asset Management

Sutherland Asbill & Brennan LLP

Swedish Investment Fund Association

Swiss Funds and Asset Management Association (SFAMA)

T Hayes Consulting, LLC

T. Rowe Price

T. Rowe Price Associates, Inc.

T. Rowe Price Group, Inc.

T. Rowe Price Services, Inc.

Tait, Weller & Baker LLP

TCW Group, Inc.

TD Ameritrade

TD Ameritrade Clearing

TD Asset Management



Teneo Intelligence

The Investment Association

Thompson Hine LLP

Thompson, Hickey, Cunningham, Clow, April & Dolan, P.A.

Thomson Reuters

Thornburg Funds

Thornburg Investment Management, Inc.

Thornburg Investment Trust

Thrivent Financial

Thrivent Mutual Funds



TIAA-CREF Investment Mangement

Tocqueville Trust

Toppan Vite New York

Touchstone Advisors, Inc.

Touchstone Investments

Traiana Inc

Transamerica Asset Management, Inc.

Transamerica Funds

Trilogy Global Advisors

Trust for Professional Managers

TS Capital

Tweedy, Browne Company

U.S. Bancorp Asset Management, Inc.

U.S. Bancorp Fund Services, LLC

U.S. Global Investors

U.S. Securities and Exchange Commission

UBS Asset Management

Ultimus Fund Solutions, LLC

Ultimus Managers Trust

UMB Bank

UMB Fund Services, Inc.


Value Line Funds

Valued Advisers Trust

VanEck Associates Corporation

VanEck Global


Vanguard Group, Inc.

Versanture Consulting

Virtus Investment Partners, Inc.

Voya Financial

Voya Funds

Voya Investment Management

Wall Street Journal

Wall Street Journal

Weitz Investment Management

Wellington Management Company LLP

Wells Fargo

Wells Fargo Asset Management

Wells Fargo Funds

Wells Fargo Funds Management, LLC

Wells Fargo Securities

White House Writers Group, Inc.

Wilbanks Partners LLC

William Blair & Company

William Blair Funds

Willkie Farr & Gallagher LLP

Wilmer Cutler Pickering Hale and Dorr LLP

WisdomTree Asset Management, Inc.

WisdomTree Investments, Inc.

WisdomTree Trust

Wolters Kluwer Financial Services


World Funds Trust

XTRAC Solutions


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