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:

  • Investment Advisory Solutions Data and Insights—broad trends in market segments and product development and usage
  • The Future of ESG and Sustainable Investing—assessing the demand and the associated challenges and opportunities for asset managers and distributors
  • How Leading-Edge Technologies Will Impact Advice and Solutions—a look ahead at how Artificial Intelligence, machine learning, predictive analytics, and blockchain may transform the advice business
  • Distribution Efficiency in a Lower Fee Environment—strategies for making Manager-Sponsor-Advisor-Client interactions more effective and productive

Response to the inaugural Journal published in January was extremely positive. We trust you will find this new edition equally valuable and welcome your feedback.

Download the second edition of the MMI Journal of Investment Advisory Solutions.


Article submissions and questions about the Journal can be directed to Joan Lensing at jlensing@mminst.org or (646) 868-8500.