A detailed annual report that covers trends in the alternative asset management industry. The report analysis managers, service providers, and regulators.
State of the Union
Insights into the Alternative Asset Management Industry
The Most Comprehensive Alternative Asset Management Report with Data Compiled from Over 130,000 Funds Managed by 13,000+ Advisers in over 68 Countries.
Institutional Investors
Track which strategies are being allocated to and recent regulatory enforcements trends against advisers.
Asset Managers
Identify and understand trends across strategies and asset classes. Benchmark your efficiency and diversity against the market.
Service Providers
Understand outsourcing and capital allocation decisions in the market to gain insights into adviser's behaviors.
How You Benefit
Analyze overall alternatives growth
Monitor and track existing service provider relationships
Understand the frequency of Regulatory Enforcements and Other Than Unqualified Audits
Conduct competitive analysis
Decompose adviser staffing and outsourcing trends
Features
Name of the Registered
Investment Advisor
Denotes whether registered with the SEC or a State Jurisdiction. State filers are typically smaller, so you can filter based on your preferences.
Exempt or Non-Exempt Reporting
Status of the Advisor.
Types of advisory services
offered and the primary
investment strategy
Year the Advisor was founded
SEC-Assigned Unique Identifier.
PLUS 17 MORE COMPLIANCE FEATURES!!
Features
Growth of Advisers and Private Funds
Capital Allocation by Fund Type
Service Provider Growth by Fund Type
Asset Manager Operating Efficiency Analysis
Operational Risk Analysis
Regulatory and Unqualified Audit Analysis
Gender Diversity & ESG Trends
Features
Name of the Registered
Investment Advisor
Denotes whether registered with the SEC or a State Jurisdiction. State filers are typically smaller, so you can filter based on your preferences.
Exempt or Non-Exempt Reporting
Status of the Advisor.
Types of advisory services
offered and the primary
investment strategy
Year the Advisor was founded
SEC-Assigned Unique Identifier.
PLUS 17 MORE COMPLIANCE FEATURES!!
Features
Able to be integrated with your CRM
Contact name & e-mail address
Exempt or Non-Exempt Reporting Status of the Advisor
Types of advisory services offered and the primary investment strategy
Year the Advisor was founded
SEC-Assigned Unique Identifier
Plus 17 additional critical data points on the contact and Adviser.
"The Convergence State of the Union provided insights in to trend that I am experiencing the effect of daily."
-Partner at Top 10 Audit Firm
Work Smarter, Not Harder
Contact emails are critical to your business development and marketing activities and can help you network with firms similar to yours that you may not know existed. Stop wasting time sifting through data trying to find contact information that isn’t right. The Convergence Contact Directory quickly and efficiently helps identify new business opportunities and their relevant contact information. We do the heavy lifting so you can focus on what you do best.
Quickly and Efficiently Understand the Market
Our State of the Union Report breaks down industry trends in a concise digestible manner.
Unique Data
Refresh Frequency
New emails identified everyday
Monthly Refresh sent to Clients
Ongoing Email Validation
Convergence's Data Integrity
We spent several years evaluating, normalizing and curating data sources, including regulatory filings, to our accuracy standards and we developed various approaches to attribute fund assets to their respective Advisers.
Our private fund database is the largest and most comprehensive in the market. We track 130,000+ Hedge, Private Equity, Venture Capital, Real Estate, Securitized Asset and Other funds.
Meet the founders
Convergence was founded in 2013 by former executives of JP Morgan, Apollo Global, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments who sought to fill a void in data, research and analytics coverage of the Alternative Investments space. A combined 120 years of industry experience coupled with our leading technology has rapidly brought Convergence to the forefront of RIA infrastructure best practices and transparency.
FAQ
What is the Convergence State of the Union?
Why should I care about State of the Union?
You will gain an unprecedented holistic view of the entire alternative asset management industry.
In what format will I receive the State of the Union?
The State of the Union is downloadable in a PDF format.
When will I receive the State of the Union after purchase?
You will receive the State of the Union within 2 business days after purchase.
Are State of the Union a subscription model? And how frequently will I receive updates?
Yes, it is annual subscription.
Do you have a support number or email if I have questions about the State of the Union?
Yes, there is a support chat on our page as well as a contact email info@convergenceinc.com.
Our Data and Operating Principals
Have customized needs? CONTACT US
Get in touch with George Gainer