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.
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be leading to lost growth opportunities. The study, unveiled at MMI’s Annual Conference in early October, provides insights into how domestic asset management firms are managing challenges and opportunities throughout the four stages of their business lifecycle: development, introduction, growth and maturity.
Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion.
MMI is now accepting applications for the next class of the two-year Leadership Pathway program.
Now entering its third year, the program is designed to recognize talented and motivated individuals in the next generation and engage them in MMI activities in which they will learn from industry experts and network with peers. The program's goal is to develop the leadership and collaboration skills that will equip participants to assume increasing levels of responsibility and actively contribute to addressing critical industry issues and opportunities.
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.