Providing Comparative Analysis of Mutual Fund Service Providers Since 1986.

‘Content’ Change is Good

Whether you picked up the 2015 issue of the Mutual Fund Service Guide at the ICI conference or received it in the mail, you’ll notice a subtle change.

Rather than the Industry Commentaries being at the beginning of each category, they are now distributed throughout their respective sections. When paired with the charts, the reader can compare the editorial and the data.

One of the things I noticed when compiling this year’s guide was the recurrence of certain words in the commentary titles. If we were able to do a “print” Google search for key words, the following would turn up:


  • Regulatory Spotlight on Systemic Risk Underscores New Data Challenges for Asset Managers from Todd Moyer of Confluence
  • Hedge Fund Managers Demand for Data: Creating Portal Applications by Steven Gargano of U.S Bancorp


  • Launch Considerations for a Liquid Alternative Fund by Daniel Kramer of BNY Mellon
  • Launching Exchange-Traded Funds in an Evolving Marketplace from Mike Castino of U.S. Bancorp


  • DIG DEEP: Managing Exposure to Distribution In Guise ‘DIG’ by Steven Price of ALPS
  • Costly Oversight: How to Ensure Your Board Understands Distribution Arrangements by Jeff Young of Huntington Asset Services

  • Compliance Considerations for Managers of Alternative Mutual Funds by Vicki Hulick of ACA Compliance Group
  • Getting the Message Right: Compliant Communications and Correspondence from National Regulatory Services — NRS

The Mutual Fund Service Guide website at also experienced a transformation in 2015. The charts under Ranking & Statistics are now easier to navigate. The drop down menu in the Choose a Product section is now more user friendly.

Speaking of changes, see what’s in store when the Mutual Fund Service Guide turns 30 next year.

Mary Ann Tasoulas

Contact Publisher Louis V. Fugazy by phone at 212-803-8773 or by e-mail at

Reaching mutual fund operations on-the-go executives with maximum buying power and authority — delivered in print and digitally to smartphones and tablets.

Please select from the list of services and related products to view the chart(s).

Rankings Snapshot

Rankings Snapshot
Already a subscriber? Log in here
Please note you must now log in with your email address and password.