MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. Sustainable investing refers to the incorporation of environmental, social, and governance (ESG) factors and their impact into investment decisions.
Assets in Investment Advisory Solutions stood at $5.1 trillion at the end of Q1 2017 – topping $5 trillion for the first time and posting gains of 5.2% and 20.6%, respectively, for the quarter and trailing 12 months.
We are pleased to present the sixth edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.
Produced in conjunction with Dover Financial Research, the report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique within the industry.
Mariama Bah is proof that Gateway to Leadership (GTL), MMI’s flagship workplace diversity program, is working. However, to improve industry diversity, more firms need to participate in the program – bringing its impact to bear on more students like Mariama will make a meaningful difference in our industry. To encourage greater participation, GTL is offering a new Direct Enrollment track to make it happen.
As part of our continued efforts to advocate on behalf of the advisory solutions industry, MMI’s Legal & Compliance committee has worked in conjunction with our retained counsel to submit three recent comment letters to industry regulators.
In this opinion piece, which appears in the April 10, 2017 edition of InvestmentNews, MMI President and CEO Craig Pfeiffer argues that the industry needs to rethink entry-level preparation and early-career experiences with associate/resident-type programs to attract millennials to pursue a career in financial services.
MMI Introduces Streamlined Version of MMI Central – Q4 2016 Data Now Available
MMI is pleased to introduce a streamlined version of MMI Central, our flagship quarterly data summary. The refreshed version of MMI Central presents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format.
2017 marks a significant milestone for MMI – our 20th anniversary.
Since 1997, our organization has had a singular focus – to bring together the leaders of asset management firms, sponsor firms, and solutions providers to Connect, Know and Grow and advance the evolution and professionalism of investment advisory solutions.