• darkblurbg
    become successful in consultant relations
    Online gateway to truly institutional investment consultants, globally.
  • 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

The IC Research Institute, established in 2014, is an independent provider of market intelligence data services on institutional investment consultants, with a team of 15 people, 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. The institute’s core online service is a vital cloud-based NAVIGATION SYSTEM FOR CONSULTANT RELATIONS™ with truly global reach, supporting clients to become successful in consultant relations and to save time, money and “nerves” by shortening the sales management process and accelerating institutional business development. 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 on 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.

Working towards a sustainable financial system.
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in cooperation with

The IC Research Global Database

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.

32 countries
Country Offices
68 countries
Business Activities
120 countries
Client connections worldwide

The IC Research Global GeoMap

Investment consultants in the news

General 8614

2018-03-22 | ACTUARIAL POST

JLT launch new buyout comparison service

… JLT Employee Benefits (JLT), one of the UK’s leading employee benefit providers , today launches a new buyout comparison service and monitoring tool that allows companies and trustees to receive regular bulk annuity quotations from insurers in the marketplace. The service launches with eight pension schemes already  …

2018-03-22 | PLANSPONSOR

Aon Hewitt Defeats ERISA Claims Regarding Financial Engines

… The United States District Court for the Northern District of Illinois, Eastern Division, has ruled for the defendants in an Employee Retirement Income Security Act (ERISA) lawsuit filed by participants in the Caterpillar 401(k) plan against . A number of companies were named as  …

2018-03-22 | SUPER REVIEW

Capturing the SG in the gig economy

… Mercer sales leader, Investments and Financial Services, Brian Zanker suggested that there needed to be a capture mechanism which ensured that superannuation was accounted for from the first dollar earned. Further, he suggested that the most appropriate agency to handle that capture would probably  …

2018-03-22 | FT ADVISER

Pension transfers almost triple in 2017

… The rush to cash out pension savings is expected to continue, with estimating around one million individuals will transfer out of their defined benefit pension schemes in the next 25 years. Barclays saw the value paid in pension transfers from its DB scheme quadruple last year, hitting  …

People on the move 2162

2018-03-22 | IPE

People moves: Australian pensions giant sets up European of…

… Lyons was previously at , where he was head of public sector investment consulting. Investec Asset Management – Alastair Leather has been hired as UK institutional sales director, reporting to Edward Evers, head of global consultants. Leather previously at Goldman Sachs Asset Management,  … Frontier

2018-03-22 | INVESTOR DAILY

Frontier Advisors appoints new CEO

… Asset consultant has appointed former MyState and ANZ executive Andrew Polson as its new chief executive. …


Frontier Advisors names new CEO

has appointed Andrew Polson as the firm’s new chief executive officer. …


Melbourne-based investment consultant Frontier Advisors app…

tapped Andrew Polson, general manager, wealth management, with MyState Ltd., to take the firm’s helm in May. …

Mandates 4071

2018-03-22 | IPE

Nebraska Investment Council to consider Almanac and Torchli…

… The Nebraska Investment Council is planning to invest 0m (€97.6m) in real estate this year and the same again in 2019 on behalf of defined-benefit pension funds. A board meeting report prepared by Investment Consulting shows that all of the capital will be invested in non-core real estate  …


California State University Channel Islands Foundation seeks

… California State University Channel Islands Foundation, Camarillo, Calif., is searching for an investment consultant, said Ilene Mehrez, interim manager, procurement, in an email. The million foundation has issued an RFP because the contract of current consultant will expire  …


Chicago Firemen’s fund casts net for TIPS manager

… Chicago Firemen sticks with as investment consultant Illinois governor vetoes bill to reduce Chicago fire, police pension contributions Chicago Firemen’s fund names new executive director. Proposals are due by March 31, with finalist presentations tentatively scheduled for May 23 and a  …


Oklahoma Tobacco trust OKs search for MLP manager

… partnership manager, said Tim Allen, spokesman for the Oklahoma state treasurer’s office, which oversees the roughly billion trust, in an email. The staff will work with investment consultant on the process. A date for issuing the RFP has not been determined. It will be posted on ‘s website. …

M&A activities 548

2018-03-12 | BUSINESS WIRE

The Segal Group Acquires The Singer Group, Further Expanding

… (www.segalgroup.net) is a private, employee-owned consulting firm headquartered in New York and with more than 1,000 employees throughout the U.S. and Canada. Members of The Segal Group include Segal Consulting, Sibson Consulting, Segal Select Insurance Services, Inc. and Segal Marco  …

2018-01-22 | BUSINESS WIRE

Foster & Foster Completes Acquisition of California-Based M…

… Foster & Foster Consulting Actuaries announced today that it has completed its acquisition of Marsh Consulting Group a top health & benefits company. …


Mercer acquires multimanager BFC to boost delegated investm…

… Other major OCIO players, including heavyweight consulting firms such as Russell Investments and , have been competing in Japan for a long time, as have local competitors, Mr. Nuzum noted. The tie-up with BFC will make Mercer a more formidable competitor – among the top five in  … RussellMercer … …


Xafinity completes Punter Southall acquisition

… Xafinity has completed its acquisition of Punter Southall’s actuarial consulting, pensions administration and investment consulting businesses. … Punter

Selected references

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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