• INVESTMENT CONSULTANT SERVICES REVIEW
    Working towards a sustainable financial system.
    released by
    in cooperation with
    UN PRI
    IC Research Institute
  • darkblurbg
    become successful in consultant relations
    Online gateway to truly institutional investment consultants, globally.
  • INVESTMENT CONSULTANT SERVICES REVIEW
    Working towards a sustainable financial system.
    released by
    in cooperation with
    UN PRI
    IC Research Institute
  • darkblurbg
    become global in consultant relations
    We are in the business of finding new business, in 120 countries.
  • darkblurbg
    become informed in consultant relations
    All consultant information and news globally, beyond the “Big Six” – in one place.
  • darkblurbg
    become digital in consultant relations
    Cloud-based consultant relations intelligence – available at your fingertips.
  • darkblurbg
    become focused in consultant relations
    We keep clients focused on consultant relationships, not research.
  • darkblurbg
    become systematic in consultant relations
    Research is our passion. "Big data" reduced to the point. To the point of interest.
  • darkblurbg
    become up-to-date in consultant relations
    Our systems work around the world and around the clock. Always ready, always on.

Welcome to The IC Research Institute
TRULY GLOBAL RESEARCH ON INVESTMENT CONSULTING™

The IC Research Institute, established in 2014, is an independent, employee-owned and managed partnership by academics and seasoned practitioners with a team of 15 people. The institute’s sole purpose is research on investment consulting providing data intelligence services on investment consultants, realized by a unique combination of in-depth market knowledge and innovative information technology. The activities are designed to add value by making hard-to-find information accessible and transforming fragmented data into a complete picture in order to accelerate the consultant relationship and sales management process. We’re in the business of finding new business – it’s about market intelligence that is of highly practical benefit for business development, sales, revenues, and ultimately relevant for profit.

We help clients to become successful in consultant relations by providing a unique online gateway to truly institutional investment consultants – globally.

We empower clients to be systematic and to stay focused in consultant relations as research is our passion, reducing “Big Data” to the point – the point of interest.

We keep clients informed on investment consultants by providing information and news about investment consultants – beyond the “Big Six” and in one place.

We enable clients to stay up-to-date in consultant relations as our systems work around the world and around the clock – always ready, always on.

We empower clients to become digital in consultant relations by providing cloud-based consultant relations intelligence – available at their fingertips.

We support clients to go global in consultant relations as we are in the business of finding new business – on all continents and in 120 countries.

The IC Research Global Database
NAVIGATION SYSTEM FOR CONSULTANT RELATIONS™

The IC Research Global Database is a powerful and extensive data and information collection of truly institutional investment consultants from around the globe. Containing the most in-depth coverage of hard-to-find information it reflects the most accurate and trusted information available in the marketplace. We provide market intelligence beyond the “Big Six”. Our systems work around the world and around the clock. The IC Research Global Database is designed and powered from experts for experts.

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Headquarters
32 countries
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Country Offices
68 countries
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Business Activities
120 countries
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People
worldwide
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Client connections worldwide
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News
worldwide

Investment consultants in the news

General 7988

2017-12-11 | ACTUARIAL POST

Employers fail to supply adequate support on pensions advice

… JLT Employee Benefits poll reveal that employers are failing to supply adequate support on pensions advice. …

2017-12-11 | PENSIONS & INVESTMENTS ONLINE

TIAA clients cautious after N.Y. probe of sales practices

… Courtney Law, spokeswoman for Denver City & County Deferred Compensation Plan, in an email said the plan committee works with its investment consultant, , to choose investment options for its participants, ” which does not contain any TIAA investment vehicles.” “In addition  …

2017-12-11 | PLANADVISER

LDI Moves to the Fore for DB Plans

… According to the complaint, in October 2011, defendants transferred a large portion of the plan’s assets into a set of custom TDFs designed by defendant , LLC: “Despite a marketplace replete with competitive target- date fund offerings and experienced investment advisers, defendants hired  …

2017-12-11 | ACTUARIAL POST

Is your DC scheme responsible enough

… An article written by Lydia Fearn from for Actuarial Post asking is your DC scheme responsible enough. …

People on the move 2055

2017-12-08 | FINANCIAL STANDARD

Frontier Advisors strategy and people director departs afte…

… The director of strategy and people at is stepping down after more than 20 years with the firm. …

2017-12-06 | INVESTMENT EUROPE

Kempen names business development director

… Tyrwhitt (pictured), who brings a wide experience and expertise in product selling and client solutions, joins Kempen from where she worked as associate director. Kempen Capital Management’s managing director Johan Cras said: “Tyrwhitt’s past experience in the field of  …

2017-12-06 | PRIVATE EQUITY WIRE

Callan adds to private equity research group

… Prior to that, he was a vice president for Strategic Investment Solutions (SIS, now Advisory) specialising in direct PE consulting to large fund sponsors. He will report to Gary Robertson, SVP and manager of Callan’s Private Equity Research Group. “Harshal is an experienced investment professional  … Strategic

2017-12-04 | FINANCIAL STANDARD

ANZ Wealth research boss departs for Mercer

… He has also been a global research strategy consultant at , a strategy director at Skandia Investment Group and Hong Kong country manager at Rainmaker Information. An ANZ spokesperson told Financial Standard that Burkitt “has decided to leave ANZ Wealth to take up a new career opportunity at  … Mercer

Mandates 3838

2017-12-10 | GLOBAL CUSTODIAN

UK Pension Guarantee Fund Enlists Administrators to Speed up

… The firms on the SASP are Mercer, Barnett Waddingham, Capita Hartshead, Jardine Lloyd Thompson, Punter Southall, Spence & Partners, Quattro Pensions and Xafinity. Allocation of work to the panel is scheduled to begin in September. Our primary objective is to protect the members of schemes entering the PPF and FAS  … XafinitySpencePunterMercerBarnett … …

2017-12-09 | PENSIONS & INVESTMENTS ONLINE

Plymouth County launches search for open-end core real esta…

… The RFP is available on both Meketa’s and the pension fund’s websites. Proposals are due by 3 p.m. EST on Jan. 5. A selection date was not disclosed. David Sullivan, executive director of the retirement association, and John Humphreys, vice president at Meketa, were not available to provide further  …

2017-12-09 | GLOBAL CUSTODIAN

CIBC Mellon Selected as Custodian for .8 Billion Nortel N…

… CIBC Mellon has been selected to provide custody, securities lending, pension accounting, pension benefits payment and reporting and information-delivery technology for the Nortel Networks Canadian defined benefit pension plans. CIBC Mellon was selected by Morneau Shepell Ltd., administrator of .8 billion in assets  …

2017-12-08 | PENSIONS & INVESTMENTS ONLINE

Georgia Peace Officers rides with Sawgrass as small-cap man…

… of the board’s investment policy statement, said recently released October board meeting minutes. The portfolio size and funding source were not immediately available. Other finalists were AMI Asset Management and RBC Global Asset Management. Investment consultant Graystone Consulting assisted. …

M&A activities 527

2017-12-08 | PENSIONS & INVESTMENTS ONLINE

Correction: Xafinity, Punter Southall

… Xafinity intends to acquire Punter Southall’s investment consulting, actuarial and administration for a combination of cash and shares. As a result, the Punter Southall Group will become the largest single shareholder in Xafinity. Incorrect information on the acquiring firm was in a Dec. 7 P&I Daily story. … Punter

2017-12-08 | PENSIONS & INVESTMENTS ONLINE

Xafinity to acquire Punter Southall businesses

… Xafinity is looking to acquire Punter Southall Group’s actuarial consulting, pensions administration and investment consulting businesses, for £153 million. …

2017-12-08 | INSTITUTIONAL ASSET MANAGER

Punter Southall Group to merge actuarial, investment consul…

… The Punter Southall Group is planning to merge its actuarial, investment consulting and administration businesses with Xafinity. … Punter

2017-12-07 | ACTUARIAL POST

Xafinity proposal for three Punter Southall businesses

… Xafinity announces the proposed acquisition from Punter Southall Group Limited of its actuarial consulting, pensions administration and investment consulting businesses (the “Target”) for a total consideration of up to approximately £153 million (the “Acquisition”). As part of the transaction, Xafinity’s HR Trustees business  … Punter

Selected references

New clients are in good company. We do business with the best in business, globally. Our client base are institutions managing more than USD 8 trillion in assets, representing a 10% market share of the world’s largest 500 managers. Our clients range from truly global giants to small firms though, and have all one thing in common – they trust us to manage information integral and crucial to their business success. When it comes to client satisfaction, we don’t do any market research – we talk with our clients. Our business model is unique and we are proud to be a service provider – our boutique nature allows us to provide the personal service that our clients have come to expect from us. This has earned us a client loyalty and retention rate of 100%.

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