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    Chicago office opened
    By opening an office in Chicago we are signaling
    our growth ambitions in the U.S. market.
  • darkblurbg
    Trusted by the best
    Our client base are institutions managing more than USD 15 trillion in assets,
    representing a 19% market share of the world's largest 500 managers.
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    Salesforce appexchange program partner
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    Trusted by users worldwide
    Users of our online market intelligence are located in 40 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.
  • darkblurbg
    proud to
    sponsor
    AIMSE Europe
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    Our digital services
    Cloud-based consultant relations intelligence via our
    NAVIGATION SYSTEM FOR CONSULTANT RELATIONS™.
  • darkblurbg
    Our DNA
    An independent service provider of data and market intelligence
    on truly institutional investment consultants.

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

The IC Research Institute, established in 2014, is an independent provider of market intelligence data services on institutional 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. 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 Five” 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.

CHICAGO OFFICE OPENED

By opening an office in Chicago we are signaling our growth ambitions in the U.S. market.

PROUD TO SPONSOR AIMSE EUROPE

We are delighted to announce that The IC Research Institute is sponsoring AIMSE Europe.

SALESFORCE APPEXCHANGE PARTNER

By listing our CRM App in the Salesforces Appexchange we are aiming to make our clients’ business life easier.

FOCUS ON THE ESSENTIALS

We at The IC Research Institute empower you and your team to do so by providing high-quality contact data.

INVESTMENT CONSULTANT SERVICES REVIEW
Working towards a sustainable financial system.
released by
in cooperation with

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 Five”. 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

The IC Research Global GeoMap
INTERACTIVE INSIGHT INTO THE GLOBAL MARKET

Investment consultants in the news

General 12266

2020-09-24 | ACTUARIAL POST

Hymans Robertson cuts carbon footprint on Pension Plan

has cut the firm’s own staff Pension Plan’s carbon footprint by about 33%*, while delivering lower charges, by launching a new investment  …

2020-09-24 | INVESTMENT MAGAZINE

Discussions to augment alternatives strategies happening ri…

… hedge funds strategies if discussions happening at the moment are anything to go by, ‘s Travis Schoenleber has said. …

2020-09-24 | ACTUARIAL POST

FCAs Value for Money in Pensions Consultation

… Lee Hollingworth, Partner, comments on the need for consistency in how the pensions industry measures value in response to the FCA’s  …

People on the move 2991

2020-09-28 | BUSINESS WIRE

Mercer Partner Stephen Woodcock Named 2020 Knowledge Broker

… Mercer has announced Stephen Woodcock, a partner in the firm’s London office, has been named one of Chief Investment Officer (CIO)  …

2020-09-25 | INDUSTRY MOVES

Lonsec promotes equity head

has promoted Chad Troja to the position of head of direct equities. He has spent the last three years with the organisation as a senior equity analyst  …

2020-09-24 | ALTERNATIVES WATCH

Mercer hires to ramp up U.S. OCIO business

… Samantha Davidson has been appointed to lead Mercer’s U.S. Outsourced Chief Investment Officer (OCIO) business, which has grown to more than USD 300 billion  …

Mandates 5888

2020-09-25 | PENSIONS & INVESTMENTS ONLINE

Macomb County picks Baird for fixed income

… Investment consultant assisted. Stephanie Dobson, retirement administrator, referred questions to Michael Holycross, senior  …

2020-09-25 | PENSIONS & INVESTMENTS ONLINE

Tulare County planning to look for consultant

… The creation of an RFP was approved at the retirement association’s Wednesday board meeting because Advisory has been the plan’s  …

2020-09-25 | PENSIONS & INVESTMENTS ONLINE

Merced County Employees taps Champlain for small-cap core e…

… GTCR Fund XIII. As of Aug. 31, the actual allocation to private equity was 5.2%. Private equity and hedge fund consultant assisted. … Meketa

M&A activities 740

2020-09-17 | FINANCIAL STANDARD

Lonsec to sell 37% stake to Generation

… Zenith last year selling a stake to a private equity group, and this year selling its superannuation research business to Zenith. …

2020-09-17 | MONEY MANAGEMENT

Generation takes 37% of Lonsec

… The company has announced to the Australian Securities Exchange (ASX) that it has picked up the holding in allied to the development  …

2020-09-11 | PENSIONS & INVESTMENTS ONLINE

CAPTRUST acquires Plante Moran retirement advisory practice

… Terms of the deal were not disclosed. Dori Drayton and Susan Shoemaker, Plante Moran partners, will join CAPTRUST as senior vice presidents. … CAPTRUST

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 15 trillion in assets, representing a 19% 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

Portland
San Mateo
San Francisco
Beverly Hills
Los Angeles
Denver
Austin
Houston
Chicago
Milwaukee
Minneapolis
Des Moines
Pittsburgh
Columbus
St. Louis
Montreal
Toronto
Boston
Stamford
New York
Philadelphia
Charlotte
Tampa
Copenhagen
Geneva
Zurich
Milan
Vienna
Shanghai
Hong Kong
Singapore
Tokyo
Sydney

Selected testimonials

  • “IC Research is an invaluable source of information for the institutional marketplace. Being informed about the many consulting firms, where they are based, their focus, and who the key individuals are is incredibly helpful in determining where success for an investment strategy may lie. Having all of the consultants – field and research – in one place provides the complete picture for those firms wishing to navigate the intermediation landscape.”

    Peter Brackett


    Former Managing Director and UK Head of Consultant Relations | State Street Global Advisors | London | UK

  • “It is always a pleasure to interact and speak with the team at IC Research – their attention and focus on high-quality data and information and their great online platform are a ‘breath of fresh air’ and much appreciated. This fintech tool looks great and is permanently optimized by very good features and updates – top work!”

    Sam Iles


    Associate Director | Alpha FMC | New York, NY | USA

  • “IC Research has consistently exceeded my expectations both in the high level of service and the quality of the data. All of the contacts and firms are right there at your fingertips, and the data is clean and current. The website is intuitive to navigate, and the information is easily downloaded as Excel or PDF formats. IC Research has streamlined much of my workflow and created so many efficiencies for our team.”

    Kristen White Christman


    Associate Director, Institutional Relationships | Diamond Hill Capital Management | Columbus, OH | USA

  • “IC Research is an innovative and cost-effective cloud-based fintech tool that gets you access to all the relevant investment consultants and their connections to institutional investors globally. It’s incredibly powerful, saves you a lot of time, and shortens the sales cycle!”

    Patrick Lachotzki


    Founder and CEO | Piexton Capital | London | UK

  • “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 a deep understanding of how consultant relations work within the firm, and this is reflected in the product.”

    Chris Hamer


    Head of Consultant Relations EMEA | BNY Mellon Investment Management | 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 are 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


    Senior Vice President | SSI Investment Management | New York, NY | 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


    Former 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 Product Communication | Quoniam Asset Management | Frankfurt | Germany

  • “IC Research’s extensive database, with hard to find information, and the ability to transform fragmented data into a holistic complete view, is for sure a tremendous value-add and contributor to the success of our institutional marketing and consultant relations team. They are truly a unique and powerful gateway to the most in-depth information with a superior level of client service. Truly impressive.”

    Walid A. Shinnawi, CFA


    Senior Vice President and Head of Institutional Sales, Client Service & Marketing | SSI Investment Management | Beverly Hills, CA | USA

Updates about the Global Database






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