At our recent Sales & Marketing Leadership Summit we released our first edition of the MMI Industry Guide to Managed Investment Solutions. The Guide reinforces the value of MMI membership by providing proprietary self-reported and self-validated managed investment solutions data.
The MMI Industry Guide represents the most comprehensive data and analysis on the Managed Investment Solutions industry to date. The scope of the Guide extends beyond MMI’s traditional SMA focus. While SMAs are included, it also comprises data about mutual fund advisory, ETFs, UMAs, Rep as an Advisor, and Rep as a Portfolio Manager segments. In addition to detailing advice-based investment solutions, the Guide documents and analyzes market trends and provides a five year industry forecast.
We expect the Guide to be an important tool for members and a staple in the strategic planning process going forward. Copies of the Guide were mailed to all member firms.
We also released our newest white paper on Retirement Solutions, titled, Understanding the Strategic Landscape of Retirement Income Solutions: A Survey of Products, Programs, Platforms and Processes to Deliver Retirement Security.
Each of these important documents is posted on our website, www.mminst.org in the member’s only section. If you need help with your id or password, please contact our DC office for assistance at 202-822-4949.