MMI and Barron’s Announce Winners of 2018 Industry Awards Recognizing Leadership in Investment Advisory Solutions

The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference yesterday in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year.

The winners in the ten award categories this year are:

Investment Advisory Solutions Assets Cross $6.3 Trillion – Q2 2018 MMI Central Now Available

Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter. Net flows decreased for the second quarter in a row, to $78 billion, on the heels of four consecutive quarters with net inflows of over $100 billion.

This quarter’s edition of Central examines longer-term trends in the SMA space and takes a closer look at the continuing evolution of advisory platforms and how traditional and model SMA portfolios are coexisting.

MMI and Cerulli to Consolidate Investment Advisory Solutions Industry Data

MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018. 

Cerulli will integrate MMI’s historical investment advisory data set into its existing operations and continue the industry-leading data collection and reporting processes that MMI has provided since 1997. The consolidated platform will be branded “MMI-Cerulli Advisory Solutions Data.”

Second Edition of the MMI Journal of Investment Advisory Solutions – Now Available

MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. The Journal is one of the many ways MMI provides members with informed perspective from industry thought leaders and subject matter experts.

This edition of the Journal addresses four major topics:

New Research Update: 2018 Retail Distribution of Alternative Investments

We are pleased to present the seventh edition of MMI’s annual research report on the Retail Distribution of Alternative Investments

Produced this year in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.