FIN Searches is Financial Investment News’s database of institutional allocator activity, published by that division of GRLM. Distribution and research teams use it as Market Intelligence on manager searches, hires, and terminations, and as Financial Research on plans, consultants, managers, funds, fees, and allocator documents.

Key Capabilities

Mandates: The Mandates section lists manager searches and tracks hires and terminations. Filters include status (Potential, New Lead, Ongoing, Completed, or Closed), date created or updated, geography, investment style, consultant, plan name, plan type, and city, state, and country. Styles include active and passive equity, active and passive fixed income, alternatives, credit, hedge funds, private equity, real assets, real estate, multi-asset, and asset-allocation studies. Sub-filters cover classes such as infrastructure, buyout, direct lending, value-add, and distressed debt. Attribute filters include ESG, smart beta, and low volatility. Keyword search is available on mandate text.
Directories: Separate sections cover plans, consultants, managers, RIAs, and family offices. A universal search box queries those directories together. Plan coverage documented by the company includes U.S. and Canadian public defined-benefit plans, corporate and union pensions, foundations and endowments, hospital plans, operating funds, and deferred-compensation plans. Mandate geography filters also include Asia, Europe, and the United States.
Profiles and contacts: Allocator profiles show contact details, returns, investment initiatives, firm relationships, and related contacts. Investment-staff records can include a photo, biography, direct phone number, email address, and LinkedIn profile. The company updates staff changes, consultant changes, approved allocations, and manager-roster changes as its newsroom reports them.
Documents: Document Search is a premium add-on over allocator, consultant, and manager documents. Document types include investment reports, asset-liability studies, manager presentations, fee information, and search reports, mapped to investment strategies. Saved document searches can send email alerts. A document trial allows viewing or downloading up to 25 documents.
Funds, performance, and fees: The manager section lists funds and strategies across private equity, credit, real estate, hedge funds, equity, fixed income, alternatives, and real assets, with filters for strategy, geography, style, ESG focus, manager, and investment characteristics. The Aapryl section, under Managers, shows performance over selected periods, peer-universe quartile ranks, style-factor context, side-by-side strategy comparison, and AUM inflows and outflows by product, style, region, benchmark, firm, or fund. Vehicle types include separately managed accounts, mutual funds, and ETFs. The fees section stores fee figures taken from pension reports and manager presentations, in percent, basis points, or decimal form, and can open the source document when the documents module is enabled.
Workflow: Every subscription includes FIN Daily, Nonprofit News, and Emerging Manager Monthly. Search results export to CSV for a report or a CRM import. Tasks can be created on records, shared with teammates, and used for notes and reminder email. Saved mandate and document searches send email alerts. The homepage dashboard is configurable. Advanced export and CRM integration are premium add-ons.
Ask and MCP: Infinity AI Chat answers questions against the FIN Searches database inside the platform, including questions over the document library, and returns sourced answers. An MCP connection exposes the same data to Claude, ChatGPT, and other agents the customer already uses.

Audience & Use Cases

Audience: Distribution, sales, and research teams at institutional asset managers, and users comparing managers, consultants, and allocators.
Use Case: Watch new mandates and completed hires, build a filtered list of plans or consultants, prepare a call from an allocator profile, export that list to a CRM, compare a strategy with peers and fee records, and read the underlying board or consultant document.

Technical Specifications

Delivery: Subscription web application. Pricing is quoted. The company offers a demo and up to two weeks of trial access. Contact for a quote is info@finsearches.com.
Add-ons: Document Search, advanced export, and CRM integration sit on top of the core subscription.
Research method: Staff read investment reports, consultant and manager presentations, and institutional websites, then post mandate and personnel updates into the database.
Interfaces: In-platform Infinity AI Chat, and MCP access for external chat tools. No public REST API reference was found.
Published coverage figures, from the current marketing site, and not reconciled with older pages: 13,000+ plans, 250,000+ documents, 15,000+ fee records, and nearly 30,000 funds and strategies.

FIN Searches

What is FIN Searches?

Categories & Use Cases