SME Forum community message board and chat rooms
Access to all events throughout the year
Post & view job listings among members and partner firms
Members can access and participate in:
• Monthly webinars by experts, partners, and other members
• Any and all surveys, benchmark studies, and information exchanges
• Virtual meetings and other regional events (Usually two per month)
In addition to our traditional in-person events, we hold many virtual events:
• Twice Monthly Webcasts of Member Driven Topics
• Spring SME Forum (Usually in April)
• Summer SME Global Forum in London (Usually mid-June)
• Fall SME Forum (Usually in September or October)
• Winter Virtual SME Global Forum (Usually in December)
• Online access to all materials and recordings of every session
Unlimited Access to the SME Forum Members Site:
• Unlimited access to all notes, materials and other content produced and captured
• Unlimited access to Forum leadership team to support research and inquiries
• Posting of and access to job listings among member and partner firms
• Access to and participation in exclusive online community board and chats
About The SME Forum Members Site
A connected and active community is a hallmark of the SME Forum. In the Member Site, you will learn about upcoming events and experience past ones, connect with other members, engage in vibrant discussions, find talent, see full member job listings and access our vast library of content from both online and in-person events.
Membership is at a firm level. The SME Forum is designed primarily for retail and institutional asset managers in the US and EMEA.
Member firms typically include employees from those who support or enable the sales, marketing, operations, and technology organizations. They tend to be senior decision makers/influencers and those with responsibility for implementation of their strategies, down to team leads who are executing on their plans. This produces a rich community of nearly 550 participants from across the 60+ member firms. This community is not for Transfer Agency or Portfolio Management employees.
Current Asset Management Member Firms
American Century Investments
Amundi Pioneer Investments
AQR Capital Management
Aristotle Capital Management
BNY Mellon Asset Management
BNY Mellon GCM
Brookfield Asset Management
Charles Schwab Investment Management
Cohen & Steers
Diamond Hill Investments
Federated Securities Corp
First Eagle Investment Management
Franklin Templeton Investments
Goldman, Sachs & Co
Harbor Capital Advisors
International Value Advisers
Invesco Global Asset Management
Ivy Investment Distributors
Janus Henderson Investments
JP Morgan Distribution Services
Lazard Asset Management
MFS Investment Management
New York Life Investment Management
Pacific Global Asset Management
Prudential Global Investment Management
State Street Global Advisors
T. Rowe Price
Thornburg Investment Management
Van Eck Global
Wells Fargo Advantage Funds
Vendor Partner Membership is offered to companies that provide solutions and services that are tailored specifically to the asset and wealth management industry.
In addition to member participants from a broad spectrum of Retail and Institutional Asset Management firms, a curated selection of a few Vendor Partners recommended by members actively participate in the community. These Vendor Partners are invited because of their deep understanding and dedication to this space in the financial services industry and in particular to Sales, Marketing, Client Servicing and the tools, technologies, and practices that enable them. The SME Forum also maintains a long-standing collaboration with Ignites Research to produce and co-author surveys, research, and whitepapers of interest to our membership.
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation…
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management…
EXL is a 20-year old, NASDAQ-listed, analytics and operations management firm with 43K+ employees supporting 850+ clients across 60 geographies. We serve 8 of top 10 US banks, 3 of…
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking. We do this by…
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution…
Huron is a global professional services firm committed to achieving sustainable results in partnership with its clients. The company brings depth of expertise in strategy, technology, operations…
Institutional Shareholder Services
Institutional Shareholder Services (ISS) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. Through..
Institutional Shareholder Services (ISS)
MARS Sales Focus Solutions
SalesFocus Solutions helps asset management firms overcome challenges related to growing and retaining AUM. The MARS platform provides the tools to significantly improve data access, distribution…
MARS Sales Focus Solutions
Mertius Business Solutions, Inc.
Meritus focuses on large, enterprise-sized, complex engagements with strategic customers in Financial Services, Healthcare, and Manufacturing. Co-Founders, Barney Holmes and Bill Zarbock…
Meritus Business Solutions
Olmstead is a leading specialized data centric consulting firm, with exclusive focus on being the go-to consultancy for Asset Manager operational transformation. Olmstead provides consulting…
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting…
With more than 250 clients across asset management, wealth management, and banking, Seismic is the recognized leader in sales and marketing enablement for financial services firms. Seismic…
DST Systems / SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the…
DST Systems / SS&C Techologies
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients.
Winner of Best Use of Data at the Investment Week Innovation Awards 2020 and a FinTech Start-Up award at the Digital Client Engagement Summit 2019, XALT currently supports global Asset Managers with over $4tn of assets across 15 countries and 5 continents, transforming sales teams so they have greater insights, can go further for their clients, and deliver asset growth.
XALT delivers three core benefits to global Asset Managers:
1. Deeper sales intelligence – providing the technology to unite all relevant data to generate timely and relevant insights.
2. Stronger client experience – enabling more personalised, digital-first client-specific communications before sales opportunities are missed.
3. Better business results – delivering data-led insights that help maximise impact on asset retention and growth.
XALT helps its clients stand out from the crowd and achieve profitable growth through a combination of technology and human insights powered by deep industry expertise and data knowledge.
XALT is a PureGroup application. PureGroup is a UK-based financial technology business focused on empowering global Asset Managers to grow assets, increase profitability, and become tomorrow’s leaders.
PureGroup was established in 2013, has its HQ in London, and development centres in Portugal and Lithuania.