On February 8, 2018, The Investment Integration Project (TIIP) and Morningstar will co-host an event that explores the ways in which investors can go beyond daily portfolio management activities like ESG integration and impact measurement and reporting and seek to influence the broader environmental, societal, and financial systems within which they operate.
If you missed the original web-meeting, you can now access a replay of the MMI All-Member Town Hall held on January 11th. During this web-meeting, we take a quick look back at last year's accomplishments, discuss the major activities and initiatives under way for 2018, and highlight ways to get additional value from your firm's MMI membership.
To kick off 2018, MMI is pleased to introduce a new resource for members, the MMI Journal of Investment Advisory Solutions.
The Journal – a compendium of research reports and articles by industry thought leaders and subject matter experts – offers informed perspective on topics critical to the ongoing evolution of investment advisory solutions.
For the inaugural Journal, we called for submissions addressing three specific topics:
To: MMI Members
From: Roger Paradiso, Chair, MMI Board of Governors, and Craig Pfeiffer, President & CEO
Date: December 7, 2017
Assets in Investment Advisory Solutions stood at nearly $5.7 trillion at the end of Q3 2017. Net flows for the quarter showed continued strength at $109 billion – the fourth quarter in a row that inflows have topped $100 billion.
In honor of #GivingTuesday on November 28th, give back to our industry and help launch a minority student's career in financial services.
Giving Tuesday is a global day of giving. What better day to make a charitable donation that can literally change a minority student's life and better our profession at the same time?
A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles.
As MMI enters the third year of its Leadership Pathway program, we congratulate the members of the program’s inaugural class on their graduation and welcome the new members of the 2017 Class to the program.
At a special luncheon held for all program participants at the 2017 MMI Annual Conference, Craig Pfeiffer, MMI’s President & CEO, and Brian Schappert, Head of Alternative Sales at American Century Investments and Leadership Pathway Co-Chair, presented each (attending) graduate with a certificate for successfully completing their two-year term in the program.