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    Trusted by the best
    Our client base are institutions managing more than USD 12 trillion in assets,
    representing a 15% market share of the world's largest 500 managers.
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    Trusted by users worldwide
    Users of our online market intelligence are located in 30 cities, 14 countries,
    10 time zones and 4 continents.
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    Our mission
    Simply, to save our clients’ time, money and “nerves”,
    and to empower them through comprehensive and accurate data and information.
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    Our digital services
    Cloud-based consultant relations intelligence via our
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    Our DNA
    An independent service provider of data and market intelligence
    on truly institutional investment consultants.

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. The foundation of this globally unique consultant database and its associated services are many years of practical experience in consultant relations as well as theoretical and empirical academic research on investment consulting. The 8P-approach provides a holistic portrait of each investment consultant giving valuable insight into the following areas:

  • Profile Portrait and contact
  • People Individuals and organization
  • Philosophy Consulting philosophy
  • Process Consulting process

  • Products Consulting services
  • Performance Clients & Added value
  • Pricing Compensation models
  • Press Digest News & Articles

The IC Research Global Database is designed from experts for experts to add value by

Competitor analysis has shown that there is no comparable tool available – globally. The USP results from the following advantages

Numbers and quality

The USP of The IC Research Global Database results from its pure institutional focus and its truly global coverage listing only genuine investment consultants accessible via an intuitive web-based technology easy to use. The research process is ongoing and a combination of several automatically powered web-crawlers searching the worldwide web, and handcrafted quality checks by our researchers with academic background. Research is conducted automatically, by proprietary software and external tools like data and relation extraction software, text analytic APIs, tagging engines, and deep learning software. Research is also conducted manually by a team of researchers permanently updating the database. Our data-quality-control procedures imply several checking routines executed online and by phone calls by our researchers and our sub-contractors. The result is the most detailed and accurate information collection on investment consultants available in the marketplace.

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

Listed investment consultants

Institutional investment consultants in the following countries

  • Argentina
  • Belize
  • China
  • Denmark
  • Greece
  • Ireland
  • Korea (South)
  • Mauritius
  • Norway
  • Russia
  • Switzerland
  • Ukraine
  • Australia
  • Bermuda
  • Colombia
  • Ecuador
  • Guernsey
  • Israel
  • Kuwait
  • Mexico
  • Peru
  • Saudi Arabia
  • Taiwan
  • Uruguay
  • Austria
  • Botswana
  • Costa Rica
  • Finland
  • Hong Kong
  • Italy
  • Lebanon
  • Namibia
  • Philippines
  • Singapore
  • Thailand
  • USA
  • Bahrain
  • Brazil
  • Croatia
  • France
  • Hungary
  • Jamaica
  • Liechtenstein
  • Netherlands
  • Poland
  • South Africa
  • Turkey
  • Vietnam
  • Barbados
  • Canada
  • Cyprus
  • Germany
  • India
  • Japan
  • Luxembourg
  • New Zealand
  • Portugal
  • Spain
  • UAE
  • Zambia
  • Belgium
  • Chile
  • Czech Republic
  • Gibraltar
  • Indonesia
  • Jersey
  • Malaysia
  • Nigeria
  • Puerto Rico
  • Sweden
  • UK

Features and analytics

The IC Research Global Database is putting information at clients’ fingertips, anytime and anyplace they need it. The powerful “search box” makes it easy to look up content very quickly. It also provides a precise “search filter” allowing to combine 150+ filtering criteria and enabling the selection along

  • Companies, covering institutional investors
  • People, like researchers and field consultants
  • Regions (Americas, EMEA, APAC)
  • Countries
  • Cities, investment consultants are located in
  • Consulting segments
  • Consulting business models
  • Geographical scale (global, regional, local reach)
  • Size (AUA and workforce)
  • Asset classes covered
  • Services offered
  • Client segments served
  • Clients and their connections with investment consultants

Additional tools to make clients’ business life easier

  • Direct email to investment consultants with your personal signature
  • Download contact details of people as vCard, XLS or PDF file
  • Download company profiles as PDF file
  • Save companies and people as favorites
  • Daily updated news and articles from over 50 online publishing magazines of all regions globally on all consulting firms listed
  • Weekly newsletter on investment consultant companies in the news
  • Weekly newsletter on people added, switched, deleted and updated
  • Dynamic Import Interface (API) for CRM tools such as Salesforce, Microsoft Dynamics, and others

Trusted by the best

Clients are in good company. We do business with the best in business, globally. Our client base are institutions managing more than USD 12 trillion in assets, representing a 15% 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 to 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.

Trusted by users worldwide

San Mateo
San Francisco
Beverly Hills
Los Angeles
Des Moines
St. Louis
New York
Hong Kong

Selected testimonials

  • “The IC Research database and online portal is an invaluable tool for consultant relations. The quality of data and global reach is second to none. Additionally, the level of service is very impressive. There is deep understanding of how consultant relations works within the firm, and this is reflected in the product!”

    Chris Hamer

    Head of Consultant Relations | BNY Mellon Investment Management EMEA | London | UK

  • “A very useful and easy to navigate tool that helps us to keep on top of what is a fast changing marketplace. A fantastic resource with top quality levels of service!”

    Carl McAndrew

    Managing Director, Head of Global (ex US) Consultant Relations | Principal Global Investors | London | UK

  • “IC Research offers an elegant solution to unearthing essential intelligence on investment consultants large and small. The breadth, depth and quality of their data is quite startling and the service has clearly been designed with a deep understanding of the needs of consultant relations professionals.”

    Marc Haynes

    Senior Vice President, Head of Sales and Client Service EMEA | Cohen & Steers | London | UK

  • “This database is a critical component to keeping on top of the changing consultant channel. It is a wonderful resource for identifying research staff and field consultants at all tiers of consultants. There really is nothing like it in the marketplace!”

    Andrew Eras, CFA

    Managing Director, Global Institutional Group | Crossmark Global Investments | Houston | USA

  • “IC Research provides a very comprehensive overview of global and local investment consultants. The database is a highly useful tool for distribution teams looking to explore new opportunities and save time when searching for the right contacts.”

    Ominder Dhillon

    Global Head of Institutional Distribution | M&G Investments | London | UK

  • “The online platform is very comprehensive and easy to use. I am particularly impressed by the client service offered by the team. Thank you for your outstanding support over the last years.”

    Leigh Ann Kittell, CFA

    Head of Consultant Relations | Deka Institutional | Frankfurt | Germany

Updates about the Global Database

Information material
Live web demo
Asset manager
Hedge fund
Global placement agency
Institutional investor

Only company email address accepted.