THE MONEY MANAGEMENT INSTITUTE TECHNOLOGY AND OPERATIONS COMMITTEE ANNOUNCES NEW LEADERSHIP (35.5 KiB, 199 hits)
Category | Press Release
Jonathan Flitt Named Co-Chair of MMI Tech & Ops Committee
Press Release: UBS to Launch Test of DTCC’s Managed Accounts Service Web Portal
The Depository Trust & Clearing Corporation (DTCC) announced today that UBS Financial Services, the third largest sponsoring broker/dealer of managed accounts in the U.S., is preparing to launch a test, with several investment managers (IMs), of DTCC’s Managed Accounts Service and the recently introduced MAS Portal.
UBS to Launch Test of DTCC's Managed Accounts Service Web Portal (45.2 KiB, 257 hits)
First of its Kind White Paper on Risk
MMI, the national organization for the managed investment solution and wealth management industry, today announced the release of its white paper “Understanding and Managing Investment Risk: A Resource Guide for Prudent Investors”.
Written by industry experts, led by Jay Link, Chairman of the MMI Risk Management Committee, the white paper addresses events leading to the global economic and market downturn. It details how to identify the key risk factors for investing, understand them and how to employ strategies to mitigate risk in the various phases of investing.
First of its Kind White Paper on Risk (74.9 KiB, 555 hits)
Standards Gain Momentum
MMI, the national organization for the managed investment solution and wealth management industry, today announced that Fiserv, Inc. (NASDAQ: FISV), the leading global provider of financial services technology solutions, has launched its new Message Workflow Manager product which has been built to the MMI standards.
Fiserv, Inc. Standards Adoption (55.2 KiB, 164 hits)
MMI’s Standards Effort Recognized
The Money Management Institute (MMI), the national organization representing the managed account solutions industry, announced today that Gary Jones was named Operations Leader of the year by Operations Management magazine. Mr. Jones, Vice President for Industry Operations, spearheads the MMI’s efforts to standardize industry communications protocols.
Gary Jones Named “Operations Leader of the Year” (79.0 KiB, 149 hits)
- Just for Fun
- Senior Portfolio Advisor
- MMI Members join Deloitte & Touche for a special webinar Date TBD to discuss the New Custody Rule
- A “Trifocal” View of the Managed Accounts Industry and DTCC’s MAS
- Curian Advisor Survey: 2010 Outlook for Advisor Priorities Selected Highlights
- MMI Annual Spring Convention
- Research Report: The Era of the Investor: New Rules of Institutional Hedge Fund Investing
- MMI Educational Workshop
- Spectrem Group Research Study Group
- National Trust Tax Director
- 2010 Sales & Marketing Summit
- 2009 Annual Solutions Conference
- MMI Annual Spring Convention
- 2009 Technology and Operations Conference
- Managed Solutions Education Workshop
- Member Only Area
- MMI Guide to Managed Investment Solutions 2009
- First of its Kind White Paper on Risk
- MMI Educational Workshop
- Job Posting: Senior Institutional Consultant Relations Manager Global Investment Management