Mutual Fund Neighborhood

Welcome to the Neighborhood!

Mutual Fund Neighborhood is a web based data collection platform developed by Informa Investment Solutions (IIS).  Data collected through Mutual Fund Neighborhood is used to populate PSN Enterprise.

Participation in any Mutual Fund Neighborhood is absolutely FREE!

In Mutual Fund Neighborhood you can:

• Submit new information on your firm and mutual funds
• Update an existing investment information
• Schedule meeting with our data specialist

What is PSN?

In 1984, IIS introduced the first commercially available investment manager search and evaluation database - Plan Sponsor Network, or PSN. PSN is an advanced software and web application offering financial professionals high-quality, in-depth data on U.S., non-U.S., and global investment managers.

Who Participates in PSN?

PSN has approximately 2,000 investment managers participating in the PSN database, which covers more than 12,000 investment products. Managers range in size and capabilities, but all are interested in sharing their data in an effort to increase their exposure to investment decision makers.

What Type of Information is Collected?

PSN is a very detailed database, capturing various data points on each fund including objective, assets, fees, minimums, performance, and more. The data collected spans from basic firm-level information to detailed and fund-specific information.

Who Uses This Information?

Plan sponsors, investment consultants and brokerage firms use PSN to perform manager searches and ongoing evaluations. Web Sites and other software applications also use our information to provide valuable content. Participation in the PSN database is the mandatory starting point for many of our brokerage and consultant client's manager search process.

What are the Benefits of Participating in PSN?

• Gain exposure to plan sponsors, consultants, and financial advisors - the key decision makers
• Increase your firm's chances of being selected as a candidate for a search
• Take advantage of an easy way to keep your information current and in front of decision makers
• Transmit data updates quickly and easily via our Website.
• List with a recognized leader in the industry for investment manager search database and software

Is there a charge to participate?

No. There are no fees associated with participating in PSN. You must only commit to providing IIS with accurate data on a timely basis. We make doing this easy, by offering you the ability to update your investment manager profile over the Internet, using this web site.  Bulk uploads have been developed to transmit information in an efficient and accurate manner.  They are free of charge to all participants.

Getting Started

A mutual fund organization can participate in the PSN database by sending an e-mail to PSNdata@informais.com with the following information:

• Name of the firm
• Address
• Name of the data contact who will be responsible for submitting the required information and communicating with IIS on any data issues
• Data contact telephone number
• Data contact fax number
• Data contact e-mail address

Upon receiving that email an IIS employee will verify your firm’s authenticity.  The data contact will then be given password protected access to Mutual Fund Neighborhood.  You will be assigned a personal data specialist at IIS who is will help you get started and answer any of your questions.  After you finish entering the information, your data will go through a number of checks.  When approved, your data will become part of PSN and be visible to thousands of users.

We look forward to welcoming you to our Neighborhood!