Learn.  Connect.  Grow.  Solve.

The SME Forum is a deep community of support exclusively for Sales, Marketing and Operations related professionals from within the Retail and Institutional Asset Management industry.

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.

Asset Managers

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

AllianceBernstein/AB Global
American Century Investments
AMG Funds
Amundi Pioneer Investments
AQR Capital Management
Aristotle Capital Management
Artisan Partners
BlackRock
BNY Mellon Asset Management
BNY Mellon GCM
Brookfield Asset Management

Capital Group
Charles Schwab Investment Management
Cohen & Steers
Davis Advisors
DWS
Diamond Hill Investments
Eaton Vance
Federated Securities Corp
Fidelity
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
John Hancock
JP Morgan Distribution Services
Lazard Asset Management
Lord Abbett

Macquarie Investment Management
Mainstay Investments
MFS Investment Management
Natixis Advisors
Neuberger Berman
New York Life Investment Management
Nuveen/TIAA
Pacific Global Asset Management
PIMCO
Prudential Global Investment Management
Putnam Investments

Russell Investments
State Street Global Advisors
T. Rowe Price
Thornburg Investment Management
Touchstone Investments
Van Eck Global
Virtus
VOYA Funds
Wellington
Wells Fargo Advantage Funds
William Blair

Vendors

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.

HSO/AKA

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… 

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HSO/AKA

Broadridge

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… 

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Broadridge

EXL Services

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… 

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EXL

ForwardLane

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…

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ForwardLane

Hey Dan

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…

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Hey DAN

Huron Consulting

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…

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Huron Consulting

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..

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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…

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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…

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Meritus Business Solutions

Olmstead Associates

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…

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Olmstead Associates

SalesPage

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…

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SalesPage

Seismic

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…

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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…

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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…

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Q

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.

Website:  https://xalt.io/

Connect with The SME Forum

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Announcing: In-person events to resume starting with Fall 2021 Forum, September 26-28. Learn More

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