bulletABOUT MMI

The Money Management Institute (MMI) is the national organization for the managed solutions industry, representing portfolio manager firms and sponsors.

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Gateway to Leadership Fundraiser

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bulletINSIDE WASHINGTON

Executive Leadership Roundtable

Vail Valley Colorado
Park Hyatt Beaver Creek Resort & Spa
August 13-15, 2008
Registration Info & Agenda
Hotel Reservations: 800-778-7477
SOLD OUT!

MMI Fall Conference: 2008 Solutions
The Evolution of Products & Process: Managed Solutions Matter
October 16-17
The Roosevelt Hotel
New York City
Agenda & Registration Info

Presidential politics and the “Dog Days” of summer
There will be no summer vacation for fans of American politics this month as August is just brimming with political events.
By month’s end both presidential candidates will have celebrated birthdays, with Barack Obama turning 47 on the 4th and John McCain turning 72 on the 29th.
The [...]


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Click here for an important article from the
The Wall Street Journal:
New Managed Accounts Tax Benefits


Bank Insurance & Securities Marketing:
Meeting the Needs of the High-Net-Worth Client


bulletBREAKING NEWS


August 1, 2008 - The Money management institute Operations and Communications standards committee elects new co-chair (Read More)


August 1, 2008 - The Money management institute technology and operations committee announces new leadership (Read More)


August 1, 2008 - The Money management institute Managed account Solutions Standards Commitee announces major milestone in message development (Read More)


August 1, 2008 - The Money management institute Releases white paper on Business Case for COMMUNICATIONS standards (Read More)


May 27, 2008 - Gateway to Leadership Internship Program Enters Second Year (Read More)


May 5, 2008 - The Money Management Institute (MMI), the national organization for the separately managed account and wealth management industry, today published interim industry data via an MMI Flash Report. (Read More)


January 16th, 2008 - DTCC Completes End-to-End Testing Of Managed Accounts Service With Citi (Read more)


January 4th, 2008 - The SEC, posted a 219-page report on its Web site yesterday on business practices by brokers and investment advisors and the public perceptions of them. The SEC had commissioned the report amid mounting controversy over differing regulation of brokers and advisers. The long-awaited report by Rand Corp. doesn’t make recommendations to the Securities and Exchange Commission but describes business practices. Read the full report here.


October 24, 2007 - FUNDFire SEC Exec Hints at More Oversight of SMA Biz - The federal agency’s investment management chief sends a “shot across the bow” of SMA industry in a cordial but clear message to make sure firms don’t overreach. Read more here.