News & Information
MMI Managed Solutions Workshop
MMI Names Two Industry Pioneers
Reaction to Governor Palin Interview
MMI and DTCC hit the enter key to transmit the first live data using the MMI communications standards via the DTCC Managed Account Service hub
MMI and DTCC hit the enter key to transmit the first live data using the MMI communications standards via the DTCC Managed Account Service hub
Ann Bergin Managing Director and General Manager, DTCC Wealth Management Services
Gary Jones, Vice President for Industry Operations
Christopher Davis, President, Money Management Institute
Donald Donahue, Chairman and CEO of DTCC
NEW WHITEPAPER FROM SEI AND GREENWICH ASSOCIATES. LEARN WHAT INSTITUTIONAL INVESTORS ARE SAYING ABOUT ALTERNATIVE INVESTMENTS
You can learn what institutional investors are saying about alternative investments in the research report, Hedge Funds Under the Microscope. Developed by SEI and Greenwich Associates, this timely report uncovers institutional investor attitudes and concerns regarding the hedge fund market.
Nearly 100 institutional investors in Continental Europe, the United Kingdom and the United States were interviewed in September 2008 and again in November, providing a current snapshot of investor reaction during these difficult times.
To help you retain and capture institutional assets, the paper uncovers:
*how the market challenges have impacted perceptions about hedge funds
*what investors are most concerned about and how to address those concerns
*investor preferences for fund strategies
*current manager-selection criteria
To view a one page summary and request the 22-page paper, please visit: http://www.seic.com/ims/hf109/index.asp?Code=MMI
MMI Gateway to Leadership Fundraiser
On March 26, 2009, MMI will host a fundraiser to benefit the Gateway to Leadership program. The Gateway to Leadership program is a partnership between MMI and the NAACP that focuses on the financial services industry, providing internships and career opportunities for students from Historically Black Colleges and Universities. More…
MMI Annual Convention and Industry Award Winners
MMI Names 2009 Pioneers
Gary Jones Named SMA Player of the Year
MMI Value Added Data – MMI Industry Guide and Retirement Solutions White Paper
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.
NEW WHITEPAPER FROM SEI AND GREENWICH ASSOCIATES. LEARN WHAT INSTITUTIONAL INVESTORS ARE SAYING ABOUT ALTERNATIVE INVESTMENTS
You can learn what institutional investors are saying about alternative investments in the research report, Hedge Funds Under the Microscope. Developed by SEI and Greenwich Associates, this timely report uncovers institutional investor attitudes and concerns regarding the hedge fund market.
Nearly 100 institutional investors in Continental Europe, the United Kingdom and the United States were interviewed in September 2008 and again in November, providing a current snapshot of investor reaction during these difficult times.
To help you retain and capture institutional assets, the paper uncovers:
*how the market challenges have impacted perceptions about hedge funds
*what investors are most concerned about and how to address those concerns
*investor preferences for fund strategies
*current manager-selection criteria
To view a one page summary and request the 22-page paper, please visit: http://www.seic.com/ims/hf109/index.asp?Code=MMI