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    proud to
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    Singapore office
    By opening an office in Singapore back in 2021
    we are signaling our growth ambitions in the APAC region.
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    Trusted by the best
    Our client base are asset managers, private equity firms, and hedge funds
    managing more than USD 35 trillion in assets,
    representing a 35% market share of the world's largest 500 managers.
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    Salesforce appexchange program partner
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    London office
    By opening an office in London back in 2021
    we are signaling our growth ambitions in the UK market.
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    Trusted by users worldwide
    Users of our online market intelligence are located in 54 cities, 17 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.
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    proud to
    AIMSE Europe
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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 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
  • Papers Whitepapers
  • 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

Weekly Newsletter

Sign-up for a four-week trial of our weekly newsletter about and from investment consultants and their joiners, movers, and leavers.

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.

> 500
32 countries
> 900
Country Offices
68 countries
> 1k
Business Activities
120 countries
> 18k
> 6k
Client connections worldwide
> 22k

Listed investment consultants

Listed OCIO Firms

Besides investment consultant companies The IC Research Global Database also lists more than 50 companies focussing on outsourced chief investment officer (OCIO) business. 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 asset managers, private equity firms, and hedge funds managing more than USD 35 trillion in assets, representing a 35% 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
Santa Monica
Los Angeles
Newport Beach
San Diego
Salt Lake City
Santa Fe
Des Moines
Kansas City
St. Louis
Boca Raton
New York
Jersey City
Washington, D.C.
Hong Kong

Selected testimonials

  • “IC Research is the Wikipedia for Consultant Relations professionals. It is a must-have resource tool to help with meeting prep, trip planning, and staying on top of consultant industry moves.”

    Douglas Anderson

    Head of Consultant Relations | Federated Hermes Limited | London | UK

  • “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

  • “With almost 30 years of experience in the industry, I believe IC Research is the most valuable tool for managers looking to make an impact via the institutional consulting community!”

    Greg T. Fedorinchik, CFA

    Former Partner, Business Development & Client Service | Evanston Capital Management | Chicago, IL | 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

  • “IC Research is a must-have tool for anyone working in Consultant Relations. The website is easy to navigate and provides the most comprehensive and accurate database in the industry, with detailed insights on roles and responsibilities for both field consultants and manager research teams.”

    Keith Wosneski

    Managing Director, Consultant Relations | Man Group | Boston, MA | USA

  • “The IC Research database is an invaluable tool for consultant relations and institutional business development. The quality of data, functionality and level of service is very impressive. There is a deep understanding of how consultant relations works within the firm, and this is reflected in the product.”

    Chris Hamer

    Head of Business Development – Institutional | Premier Miton Investors | 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

    Head of US Relationship Group, Institutional Markets | 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

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

Only company email address accepted.