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 30 trillion in assets, representing a 30% 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.

Selected testimonials | How clients value our services

“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 | Mackenzie Investments

Head of US Institutional & Global Consultant Relations
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 | Premier Miton Investors

Head of Business Development – Institutional
London | UK

“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 | Diamond Hill Capital Management

Associate Director, Institutional Relationships
Columbus, OH | USA

“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 | Alpha FMC

Director & Co-Head of Distribution, Asset & Wealth Management Consulting – North America
New York, NY | USA

“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 | Cohen & Steers

Senior Vice President, Head of Sales and Client Service EMEA
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 | Fiera Capital

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

“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 | SSI Investment Management

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

“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 | State Street Global Advisors

Former Managing Director and UK Head of Consultant Relations
London | UK

“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 | Evanston Capital Management

Partner, Business Development & Client Service
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 | Piexton Capital

Founder and CEO
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 | Principal Global Investors

Managing Director, Head of Global (ex US) Consultant Relations
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 | SSI Investment Management

Senior Vice President
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 | M&G Investments

Former Global Head of Institutional Distribution
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 | Quoniam Asset Management

Head of Product Communication
Frankfurt | Germany

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.