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Companies Represented at 
ICI’s 2017 GMM and Concurrent Events

1290 Funds

360 Funds


AB Global

AB Investor Services

Aberdeen Asset Management

Aberdeen Funds

Aberdeen Singapore Fund

ACA Compliance Group



ACR Alpine Capital Research

ADP Strategic Plan Services, LLC

Advise Technologies, LLC

Advisors Series Trust


Affiliated Managers Group, Inc.

AIG Financial Distributors

AIG Fund Services

AIG Funds


Allianz Funds

Allianz Global Investors

Allianz Investment Management LLC

Alpine Woods Capital Investors

ALPS Advisors, Inc.

ALPS Fund Services, Inc.


American Beacon Advisors, Inc.

American Beacon Funds

American Century Investments

American Council of Life Insurers

American Funds

American Growth Fund Inc.

Ameriprise Financial

AMG Funds


Angel Oak Capital Advisors

AQR Capital Management, LLC

Aquila Distributors LLC

Aquila Group of Funds

Aquila Investment Management LLC

Archstone Alternative Solutions Fund

Argentine Mutual Funds Association

Ariel Investment Trust

Ariel Investments

Ark ETF Trust

Artisan Partners Funds

Artisan Partners, L.P.

Asset Management Association of China

Association for Savings and Investment - SA

AST Fund Solutions LLC

Atlantic Fund Services

Austrian Association of Investment Fund Management Companies

Aviva Investors Americas

AXA Equitable Funds Management Group, LLC

Axioma Inc.

Baillie Gifford Funds

Baillie Gifford International

Baillie Gifford Overseas Ltd

Barron's Magazine

Barrow, Hanley, Mewhinney & Strauss, LLC


BBH Trust Fund



BlackRock Funds

Blackstone Alternative Investment Funds

Blackstone Group

Blank Rome LLP

Bloomberg BNA

Bloomberg, L.P.

BMO Funds

BNP Paribas

BNY Mellon

BNY Mellon Funds Trust

Boston Financial Data Services, Inc.

Brandes Investment Partners, LP

Brandes Mutual Funds

Bridge Builder Trust 

Bridgehouse Asset Managers

BridgePoint Consulting

Bridgeway Capital Management

Brighthouse Funds

Brighthouse Investment Advisers

Broadridge Financial Solutions, Inc.

Brookfield Investment Management Inc.

Brown Brothers Harriman & Co.

Brown Capital Management

Broyhill Asset Management, LLC


Calamos Funds

Calamos Investments

Calvert Investments, Inc.

Capital Group

Capital Research and Management Company

Capital Research Company, Inc.

Causeway Capital Management LLC

Celera Systems

Centerstone Investors

Certified Investment Fund Director Institute

Cerulli Associates

CGM Funds

Charles Schwab & Co. Inc.

Charles Schwab Investment Management, Inc.

Charles Sterling Group

China Universal Asset Management Co. Ltd.

Christian Brothers Investment Services, Inc.

Cipperman Compliance Services


Citibank NA

City National Rochdale Funds


Clearwater Investment Trust

Cohen & Company, Ltd.

Cohen & Steers

Cohen & Steers Funds

Columbia Funds

Columbia Threadneedle Investments

Command Financial

Commerce Funds

Compliance Solutions Strategies

Computershare / Georgeson

Computershare Fund Services

Confluence Technologies



Cozen O'Connor

Creative Liquid Productions


Davis Selected Advisers

Dechert LLP

Delaware Investments


Deloitte Consulting

Delta Data

Depository Trust & Clearing Corporation

Deutsche Asset Management

Deutsche Bank

Deutsche Funds

Diamond Hill Capital Management

Diamond Hill Funds

Diligent Corporation

Dimensional Fund Advisors

Direxion Funds

Dodge & Cox

Domini Funds

Domini Impact Investments LLC

Donnelley Financial Solutions

DoubleLine Capital, L.P.

DoubleLine Funds

Dreyfus Transfer Inc

Driehaus Mutual Funds

Drinker Biddle & Reath LLP

DST Brokerage Solutions

DST kasina

DST Systems, Inc.

Duff & Phelps

Dutch Fund and Asset Management Association

Eagle Funds

Eagle Investment Systems

Eaton Vance Corp.

Eaton Vance Distributors, Inc.

Eaton Vance Funds

Eaton Vance Management


Edward Jones

Edward Jones Money Market Fund


Envision Financial Systems, Inc.

Ernst & Young


ETF Securities

Eurasia Group

FAM Funds

Federal Reserve Board

Federated Investors, Inc.

Federation of Finnish Financial Services

Fenimore Asset Management, Inc.

Fidelity Corporate Actions Solutions

Fidelity Equity & High Income Funds

Fidelity Fixed Income & Asset Allocation Funds

Fidelity Investments

Fiducia Optime

Fiduciary Counselling, Inc.

Fifth Third Bank


Financial Advisor Magazine

Financial Recovery Technologies

First Eagle Funds

First Eagle Investment Management

First Investors Funds

First Trust Portfolios L.P.


FIS Asset Management

FIS Investor Services

Foreside Compliance Services, LLC

Foreside Financial Group, LLC

Forethought Variable Insurance Trust

Forum Funds

Franklin Templeton Funds

Franklin Templeton Investments

Franklin Templeton Investor Services, LLC

Fred Alger & Co.

Fund Action, Pageant Media

Fund Board Views


FundSERV Inc.

FUSE Research Network LLC

Gabelli Funds, LLC


Gemini Fund Services, LLC

Gerstein Fisher

Global Atlantic Investment Advisors


Godfrey & Kahn, S.C.

Goldman Sachs & Co.

Goldman Sachs Asset Management

Goldman Sachs Mutual Funds

Goodwin Procter LLP

Grant Thornton

Grayco Consulting

Great-West Financial

Guardian Life

Guggenheim Funds

Guggenheim Investments

Harbor Funds

Harding Loevner Funds, Inc.

Harris Associates , L.P.

Hartford Funds

Henderson Global Funds

Henderson Global Investors

Hengtian Services LLC

Hennessy Funds

Highland Capital Management, LP

Highland Funds

Homestead Funds, Inc.

Hong Kong Investment Funds Association

Horizon Funds

HSBC Funds

HSBC Global Asset Management

HVIT Funds

ICE Data Services

ICI Global

ICI Mutual Insurance Company

ICON Advisers

ICON Funds


IHS Markit

Independent Directors Council


Insigma HengTian Software Ltd

Integrity Viking Mutual Funds

International Financial Data Services

International Value Advisers


Invesco Advisers

Invesco Funds

Investec Asset Management

Investment Company Institute

Investment Funds Institute of Canada

Investment Management Association of Singapore

Investment Managers Series Trust


IPE International Publishers Ltd

Irish Funds

iShares Funds

IVA Funds

J.P. Morgan

J.P. Morgan Asset Management

J.P. Morgan Exchange Traded Funds 

Jackson National Asset Management LLC

Jackson, Grant Investment Advisers, Inc.

Janus Capital Group

Janus Capital Management LLC

Janus Funds

Japan Investment Trusts Association (JITA)

John Hancock Financial Services

John Hancock Funds

John Hancock Investments

John Hancock Life Insurance Company

John Hancock Signature Services

K&L Gates LLP


Kilcullen & Company


Korea Financial Investment Association


Lake Avenue Capital

Laser App Software

Lazard Asset Management

Legg Mason Global Asset Management

Legg Mason Partners Funds

Legg Mason, Inc.

Lieff Cabraser Heimann & Bernstein LLP

Lincoln Financial Group

Lincoln Variable Insurance Products Trust


LKCM Funds

Lord, Abbett & Co. LLC

Loring Ward

Lovell Minnick Partners

M Financial Group


Macquarie Investment Management

Mainstay Funds

Managed Portfolio Series

Management Practice Inc.

Manning & Napier 

Manning & Napier Fund, Inc

Manulife Investments

Mariner Holdings

Market Strategies International

MARS Sales Focus Solutions

MassMutual Funds

Matthews Asia

Matthews Asia Funds

Matthews International Capital Mgmt, LLC

McKinsey & Company

Merrill Lynch

MFS Funds

MFS Investment Management

MFS Investments


Milestone Group

ML2 Advisors, LLC

MLex news

Money Management Institute



Montieth & Company

Morgan Stanley

Morgan Stanley Funds

Morgan Stanley Investment Management

Morgan Stanley Wealth Management


MUFG Union Bank, N.A.


Mutual Fund Administration, LLC

National Financial Services

National Quality Review

Nationwide Financial

Nationwide Funds

Natixis Global Asset Management

Natixis/Loomis Sayles Funds

Neuberger Berman Funds

Neuberger Berman Investment Advisers LLC

New York Life Investment Management

New York Life Investments

NextShares Solutions LLC


Nikko Asset Management Co., Ltd

Northern Trust Asset Management

Northern Trust Company

Northwestern Mutual Series Fund

Norwegian Fund and Asset Management Association

NRS, A Division of Accuity Inc.


Nuveen Investments

Oakmark Funds

OFI Global

Okapi Partners LLC

Olstein Capital Management, L.P.

Oppenheimer Funds


Osterweis Capital Management

Pacific Funds

Pacific Life Fund Advisors

Pageant Media

Parnassus Funds

Parnassus Investments

Patomak Global Partners

Pax World Funds

Pax World Management LLC

Payden & Rygel

Pensions & Investments

PGIM Investments



Pioneer Investment Management

Pioneer Investments

PNC Funds




Principal Financial Group

Principal Funds

Principal Global Investors

Professionally Managed Portfolios


Prudential Investments

Prudential Retail Funds

Putnam Investments

Quantitative Management Associates LLC

RBC Funds Trust

ReFlow Services

Reid Partners


Reuters Breakingviews

RidgeWorth Funds

RidgeWorth Investments

RiverNorth Funds

RMB Capital Management

Robert P. Scales, LLC

Rothschild Asset Management Inc.

RR Donnelley


Russell Investments

SalesFocus Solutions


Salient Funds

Salient Partners

Sard Verbinnen & Co.

Saturna Capital

Saturna Investment Trust

Schiff Hardin LLP

Schwab Funds

Scout Funds

Scout Investments, Inc.

Securities and Futures Bureau

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


SEI Funds

SEI Investments

Sharespost 100


Simpson Thacher & Bartlett

Societe Generale Securities Services




SS&C GlobeOp

SS&C Technologies

Stadion Funds

Standard Life Investments


State Street

State Street Bank & Trust Company

State Street Corporation

State Street Global Advisors

Sterling Capital Funds

Sterling Capital Management LLC

Stradegi Investment Management Consulting

Strategic Insight

Sullivan & Cromwell LLP

Swiss Funds and Asset Management Association (SFAMA)

T. Rowe Price Associates, Inc.

T. Rowe Price Group, Inc.

Tait Weller

TCW Group, Inc.

TD Ameritrade

TD Ameritrade Clearing Inc.

TD Asset Management


The Capital Group Companies, Inc.

The China Fund

The ETF Business Review

The International Investment Funds Association

The Investment Association

The Investment Funds Institute of Canada

The McChrystal Group

The Mexico Fund Inc

The New America High Income Fund, Inc.

The RBB Fund, Inc.

The Vanguard Group

The Vintage Group

Thompson Hine LLP

Thomson Reuters

Thornburg Funds

Thornburg Investment Management

Thrivent Financial

Thrivent Funds


TIAA Funds

TIFF Investment Program, Inc.

Tocqueville Trust

Toppan Vite

Tortoise Capital Advisors, LLC

Touchstone Funds

Touchstone Investments

TradingHub Group


Transamerica Funds

Tributary Funds


Trust for Professional Managers

U.S. Bancorp Asset Management

U.S. Bancorp Fund Services, LLC

U.S. Global Investors

U.S. Securities and Exchange Commission

UBS Asset Management

Ultimus Fund Solutions

Ultimus Managers Trust

UMB Fund Services

Unified Series Trust


USAA Investment Management Company

Value Line Funds

Valued Advisors Trust

VanEck Associates Corporation

VanEck Vectors ETF Trust


Vanguard Asset Management, Ltd.

Vertical Capital Income Fund

Virtus Investment Partners

Voya Funds

Voya Investment Management

Wall Street Journal

Wasatch Funds

Weitz Investment Management, Inc.

Wellington Management Company LLP

Wells Fargo

Wells Fargo Advisors, Inc.

Wells Fargo Asset Management

Wells Fargo Funds

Wells Fargo Investment Institute

Westwood Management Group

White House Writers Group, Inc.

Wilbanks Partners LLC

William Blair Funds

WisdomTree Asset Management, Inc.

WisdomTree Trust

Wolters Kluwer Financial


World Funds Trust


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