Why Join CII
CII has two types of members: U.S. Asset Owners and Associate Members. Click on the links below to learn more about our member types and the benefits CII offers to members.
U.S. Asset Owners
U.S. Asset Owners are voting members of CII and most are eligible for service on the Board of Directors and in other leadership roles. Read more about benefits specific to U.S. Asset Owner Members. U.S. Asset Owner Members are divided into separate constituencies:- Public Pension Funds: A public pension is a retirement plan established by a state or local government where contributions are made by both employers and employees into a pool set aside for employees’ future benefit. Membership dues are calculated based on current assets under management in the organizations' combined employee retirement plans.
- Labor Union Funds: A labor union fund is a retirement plan managed by a union where contributions are made by both employers and employees into a pool set aside for employees’ future benefit. Membership dues are calculated based on current assets under management in the organizations' combined employee retirement plans.
- Corporate Funds: A corporation may join CII as a voting member if it has employee retirement plan assets, either in a defined benefit plan or defined contribution plan, or both. Membership dues are calculated based on current assets under management in the organization's combined employee retirement plans.
- Foundation/Endowment Funds: Foundations and endowment funds with employee benefit plan assets. Membership dues are calculated based on current assets under management in the organization's combined employee retirement plans.
- All-inclusive or "Bundled" Membership: Dues are calculated based on assets in employee retirement plans and then dues are based on corresponding dues tiers. This membership type has a minimum of $5,200 and a maximum of $31,200. This membership type includes a specific number of passes to attend CII conferences at no additional charge.
- Unbundled Membership: Dues are calculated based on assets in employee retirement plans and then dues are based on corresponding dues tiers. This membership type has a minimum dues level of $3,750 and a maximum dues level of $25,000. this membership type does not include conference passes. Conference registration fees are paid separately.
Associate Members
Associate Members are non-voting members of CII and are eligible to serve on CII's Advisory Councils and working committees. The three subtypes of Associate Members are:- Non-U.S. Asset Owners: This category represents pension funds and/or sovereign wealth funds who are domiciled outside of the United States that are created by governmental bodies, charged with managing and investing assets in employee pension or retirement plans. Membership dues are calculated based on total current assets under management. Read more about benefits specific to Non-U.S. Asset Owner Members
- Asset Managers: This category represents financial institutions that manage assets on behalf of others. Membership dues are based on current total assets under management. Read more about benefits specific to Asset Manager Members
- Service Providers: This category includes other financial market participants, including but not limited to: law firms, stock exchanges, credit ratings agencies, insurance companies, proxy service advisors and consultants. Membership dues are based on the size of the organization, measured by total number of employees. Read more about benefits specific to Service Provider Members
- Asset Managers & Non-U.S. Asset Owners: Annual dues for Associate Members who own or manage assets are billed on a calendar year and are calculated based on total assets (AUM). Where possible, CII uses figures reported annually by the Pensions and Investments (P&I) Research Center. For retirement plan assets, we base dues on total defined benefit (DB) plus defined contribution (DC) assets (or only DB or DC plans if the organization does not have both). Annual membership dues are based on a scale.
- Service Providers: Annual membership dues for service provider members are based on the size of the organization, measured by total number of employees.
Not sure membership is the right fit? Prospective new members may be granted temporary access to CII's private weekly Governance Alert e-Newsletter and we offer individuals the opportunity to attend one of our exclusive conferences as our VIP guest to audit CII in person prior to committing to membership. Please contact us at 202.822.0800 for more information.