• darkblurbg
    Singapore office opened
    By opening an office in Singapore we are signaling
    our growth ambitions in the APAC region.
  • darkblurbg
    Trusted by the best
    Our client base are asset managers, private equity firms, and hedge funds
    managing more than USD 24 trillion in assets,
    representing a 25% market share of the world's largest 500 managers.
  • darkblurbg
    London office opened
    By opening an office in London we are signaling
    our growth ambitions in the UK market.
  • darkblurbg
    Salesforce appexchange program partner
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    Trusted by users worldwide
    Users of our online market intelligence are located in 47 cities, 15 countries,
    10 time zones and 4 continents around the globe.
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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™.
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    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, with offices in Frankfurt, London, Chicago, and Singapore, 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. By shortening the sales management process we save our clients time, money, and “nerves” and accelerate their business development, revenues, and 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.

2021-08 MORE THAN 2’000 FOLLOWERS

We at the IC Research Institute would like to thank you for following our corporate site on LinkedIn.

2021-07 SINGAPORE OFFICE OPENED

By opening an office in Singapore we are signaling our growth ambitions in the APAC region.

2021-06 TRUSTED BY THE BEST

Our clients manage more than USD 24 trillion in assets, representing 25% of the world’s largest 500 managers.

2021-05 LONDON OFFICE OPENED

By opening an office in London we are signaling our growth ambitions in the UK market.

2021-04 SENSE SELLS

Proven to accelerate the business success of our users. Join our fast-growing club of clients.

2021-03 TRUSTED BY USERS WORLDWIDE

Users of our market intelligence online services are located in 43 cities, 14 countries, 10 time zones and 4 continents.

2020-12 THANK YOU FOR 2020

To all our customers, many of the most admired and successful companies in the world.

2020-10 FOCUS ON THE ESSENTIALS

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

2020-09 MORE THAN 1’500 FOLLOWERS

We at the IC Research Institute would like to thank you for following our corporate site on LinkedIn.

2020-03 PROUD TO SPONSOR AIMSE EUROPE

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

2020-01 CHICAGO OFFICE OPENED

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

2019-06 SALESFORCE APPEXCHANGE PARTNER

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

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 14081

2021-12-02 | BUSINESS WIRE

Qualified Plan Advisors Launches Pooled Employer Plan (PEP

… The retirement plan consulting firm is partnering with , Inc. (Newport), a leading independent retirement services provider,  …

2021-12-02 | IPE

UK DB schemes’ surplus should lead to more efficient invest…

… Raj Mody, global head of pensions at PwC, said: “Pension schemes remain well funded overall based on their own assessments for funding  …

2021-12-01 | ACTUARIAL POST

Dont you divest out of me

… An article written for Actuarial post by Alex White from called dont you divest out of me. …

People on the move 3317

2021-11-26 | FINEWS ASIA

Willis Towers Watson Names Hong Kong Leader

… He previously held various leadership roles in the insurance industry, including at in Hong Kong, Singapore and Sydney. … Willis

2021-11-25 | MONEY MANAGEMENT

JANA appoints investment strategy GM

… JANA has promoted Kirsten Temple to the role of general manager of investment strategy, responsible for the development of client advice on  …

2021-11-22 | PENSIONS & INVESTMENTS ONLINE

Alan Biller and Associates promotes from within to fill CEO…

named Jennifer Newell CEO, effective Jan. 1, replacing the investment consultant’s founder. …

Mandates 6539

2021-12-01 | IPE

​Danica pumps DKK1bn into tailored BlackRock impact s…

… Denmark’s Danica Pension announced it is investing DKK1bn (€134m) into a tailored version of ‘s Global Impact Fund – which backs  …

2021-12-01 | PENSIONS & INVESTMENTS ONLINE

Danica Pension slates $ 152 million for impact fund

… Danica Pension, Copenhagen, committed 1 billion Danish kroner (USD 152 million) to an impact fund managed by , according to its  …

2021-12-01 | PENSIONS & INVESTMENTS ONLINE

Gresham, Ore., sticks with NFP Retirement as consultant for…

… Gresham, Ore., rehired as investment consultant for its USD 73 million 457 plan, said Scott Jury, purchasing agent. …

M&A activities 932

2021-12-02 | PLANADVISER

The 2022 M&A Outlook: Bumper or Bust?

… Rick Shoff, managing director of the adviser group at CAPTRUST, in Doylestown, Pennsylvania, anticipates the market environment will  … OneDigitalSageViewNewport … …

2021-11-30 | PLANADVISER

Creative Planning Acquires Dashboard Wealth Advisors

… The partnership, named “Lockton Retirement Services, an Offering of Creative Planning,” seeks to help clients create more value for their  …

2021-11-23 | PENSIONS & INVESTMENTS ONLINE

River and Mercantile Group gets 2 takeover offers

… Two firms are in the process of bidding for U.K. investment management firm and consulting group River and Mercantile Group. …

Trusted by the best

Clients are in good company. We do business with the best in business, globally. Our client base are asset managers, private equity firms, and hedge funds managing more than USD 24 trillion in assets, representing a 25% 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
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Los Angeles
Denver
Santa Fe
Austin
Houston
Chicago
Milwaukee
Minneapolis
Des Moines
Kansas City
St. Louis
Columbus
Pittsburgh
Montreal
Toronto
Boston
Stamford
Greenwich
New York
Jersey City
Philadelphia
Baltimore
Washington, D.C.
Arlington
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, ASIP


    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


    Director & Co-Head of Distribution, Asset & Wealth Management Consulting – North America | 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 E. White


    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 W. R. 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

  • “IC Research pioneers the way consultant relations professionals navigate the investment consultant landscape. The value-add IC Research provides is second to none, and I believe it should be a core resource for any asset management firm looking to strengthen its consultant relations efforts. The platform consolidates extremely valuable and insightful information in a very user-friendly format. It should be a fundamental component of any firm’s consultant relations process.”

    James Bolante, CFA, CAIA


    Senior Director, Global Consultant Relations | Fiera Capital | Newport Beach, CA | USA

  • “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


    Former 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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