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2019 Member Firms

AllianceBernstein/AB Global

American Century Investments

AMG Funds

Amundi Pioneer Investments

AQR Capital Management

Aristotle Capital Management

Artisan Partners


BNY Mellon Asset Management

Brookfield Asset Management

Capital Group

Charles Schwab Investment Management

Cohen & Steers, Inc.

Davis Advisors

Deutsche Asset Management

Diamond Hill Capital Management

Dreyfus Investments

Eaton Vance

Federated Securities Corp


First Eagle Investment Management

Franklin Templeton

Goldman, Sachs & Co

International Value Advisers

Ivy/Waddell & Reed

Janus Henderson

John Hancock

JP Morgan Distribution

Lazard Asset Management


Lord Abbett

Macquarie Investment Management

Mainstay Investments

MFS Investment Management

National Life Group

Natixis Investment Managers

Neuberger Berman

Nuveen Investments

NY Life Investment Management


Pacific Life Insurance Company


Principal Funds

Prudential Global Investment Management

Putnam Investments Foundation

Riverbridge Partners

Russell Investments

State Street Global Advisors

T. Rowe Price

Thornburg Investment Management

Touchstone Investments

Van Eck Associates

VOYA Funds

Wells Fargo

William Blair Investment Management

Wisdomtree Investments, Inc.


Asset Management Firm Membership

Membership is at a firm level only. The SME Forum is designed primarily for firms in the asset and wealth management industry in the US and EMEA.

Among the services included are:

  • Unlimited number of employees registered with The Forum
  • Unlimited number of employees can request and/or participate in any of the following:
    • Monthly webinars by experts, partners, other members
    • Any and all surveys, benchmark studies and whitepapers

Attend virtual meetings and other events

Includes guaranteed space for any two employees at each of our three conferences:

  • Spring CRM Forum in the US
  • June CRM Global Forum in in London, England
  • Fall CRM Forum in the US
  • Option to purchase additional seats for each event

Also includes:

  • Unlimited access to all notes, materials and other content produced and captured at open member events for the trailing five years via the Content Portal on the website
  • Posting of and access to job listings among member and partner firms
  • Access to and participation in exclusive online community board and chats

Since its founding more than 15 years ago, The CRM Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.

To learn more about the Forum, become a member, or for help with this website please contact:
Hazem Gamal


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