Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

Two New MMI NetMeetings Available!

Click here to download two recent NetMeetings -- Lessons in Key Account Management from Other Industries moderated by Rubesh Jacobs, Associate Principal, Head of Asset Management Consulting at ZS, and Navigating Distributor Diligence Teams moderated by Kevin Keefe, Consultant at FUSE Research Network.

2018 MMI Chairman and President Report

As MMI closes the year and looks ahead to 2019, Chair Patty Loepker and President & CEO Craig Pfeiffer provide a review of the six key pillars of member benefits and services, highlighting important initiatives MMI has been working on in 2018 and – more importantly – a look ahead at what to expect in 2019. Read the report here.

MMI-Cerulli “Advisory Solutions Quarterly” and Data Portal Now Available

MMI and Cerulli Associates are pleased to present the first edition of Advisory Solutions Quarterly, the new-look quarterly data summary for MMI members with Q3 2018 data. In addition, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis now have access to the new MMI-Cerulli Advisory Solutions Data portal through Cerulli’s online Lodestar platform. Read more.

Fundamentals of Investment Advisory Solutions Curriculum Available – Special Pricing through 12/31

MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the industry continues its broad shift to the advisory model, it’s critical that your employees have a 360o perspective of the rapidly-evolving advisory space. Learn more about this new eight-course series here.

New Special Brief: A 360° View of Distributor Due Diligence Teams

With home-office due diligence teams wielding increasing influence, asset managers need to understand – and align – with their unique structures, needs, and initiatives. To provide insights into the investment manager research function, MMI and FUSE Research Network teamed up to conduct a new study focused on the dynamics of distributor due diligence teams. Click here to learn more and download the full report.
Featured Events
Benefits of Membership
  • 2019 MMI Sales & Marketing Leadership Summit

    Invitation Only
    March 28-29, 2019 | Miami
    Mandarin Oriental

    Co-Chairs:
    Noreen Beaman,     Chief Executive Officer, Brinker Capital
    Troy Thornton, Managing Director, Head of U.S. Retail Distribution, Goldman Sachs

     
    • Conferences & Events
    • Monthly Webinars
    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
    • Member Only Industry Data
    • Exclusive Industry Surveys
    • Proprietary Publications
    • Educational Workshops
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    • Standardization Efforts
    • Regulatory Advocacy
    • Diversity Programs
    • Media Outreach
    Learn More about MMI in our Brochure
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MMI Center for Distribution Excellence

MMI/Morningstar Sustainable Investing Initiative

 

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