2010 Investment Company Service Directory
Three ways to look up listings -- results will appear at right.
3. By Category: (click the first letter of the category to move down the list)5 A B C D E F G H I L M N O P R S T U V W X
- CCO and SOX Certifying Officers
- Clearing, Settlement, & Information Services
- Client Experience
- Closed-End Fund Information
- Compliance
- Computer Systems and Services
- Consulting Services
- Custody, Settlement, and Cash Management
- Customer Relationship Management
- Customer Service/Workflow Automation
- Mailing and Fulfillment Services
- Managed Account Services
- Marketing and Marketing Communications
- Mergers and Acquisitions
- Middle-Office Services
- Money Market Mutual Funds
- Money Market Sub-Advisory Services
- Mutual Fund Distribution and Administration
- Mutual Fund News
- Mutual Fund Wholesaling
- Mutual Fund and Shareholder Accounting Systems
- Offshore and Onshore Fund Services
- Online Services and Electronic Commerce
- Operations Improvement
- Outsourcing Services
- Performance Measurement, Analysis, & Attribution
- Portfolio Management Systems
- Printing
- Proxy Distribution and Voting
- Proxy Management, Limited Partnerships
- Proxy Solicitations and Processing
- Public Relations
- Record Storage and Retrieval; Imaging Systems
- Registration Services for Broker/Dealers and Investment Advisers
- Regulatory Compliance
- Research
- Retirement Plan Processing and Recordkeeping
- Retirement/401(k) Plans
- Rights Offerings
- Risk Management
- Rollover Services
- Sales Tracking and Reporting
- Sales and Advertising Material Review
- Securities Data--Historical
- Securities Lending
- Securities Pricing and Corporate Action Services
- Shareholder Communications--Outsourcing
- Shareholder Data Management
- Software
- Asset Allocation & Wrap Systems Software
- Compliance Software
- Defined Contribution Software
- Demand Print Solutions
- Expense Management
- Financial Reporting
- Investment Software for Investment Companies
- Market Timing Detection Software
- Performance, Measurement Analysis, and Attribution
- Sales and Marketing Software
- Shareholder Reporting Software
- Trade Order Management Software
- Trade Order Management Systems
- Transfer Agent and Shareholder Accounting Software
- Statistics and Database Services
- Sub-Advisory Asset Management
- Subaccounting
- Summary Prospectus
- Valuation
- Variable Annuity Printers
- Variable Annuity and Variable Life Information
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Introduction
This Service Directory lists firms that provide products and services to the investment company industry. You may read about the capabilities of each firm and find contact numbers by clicking either a service or a specific firm. Many listings provide a link to the provider's website.
Please let these firms know that you learned about their products and services here.
The firms in this directory have paid a fee to be listed. The Institute does not endorse any of the products or services described in the Directory.
