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

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. 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.

600
Headquarters
32 countries
933
Country Offices
68 countries
1311
Business Activities
120 countries
7654
People
worldwide
8031
Client connections worldwide
7733
News
worldwide

Listed investment consultants

Listed OCIO Firms

Besides investment consultant companies The IC Research Global Database also lists companies focussing on outsourced chief investment officer (OCIO) firms. Those companies tend to have a smaller client base, and use an open architecture approach to manager selection. Asset owners which decide to partner with an OCIO, typically do not have sufficient resources or expertise to manage investments directly.  The OCIO market has been continually growing during the last years, becoming more and more important to asset managers.

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

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






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






Only company email address accepted.