Publications

Featured Event

2023 MMI Summit

March 29-30, 2023 | St. Petersburg, FL
Charged admission | Open to members only | Closed to media

Co-Chairs:
Jean Heath, Principal Director, Asset Management Relationships, Envestnet; Chair, Envestnet Institute on Campus
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments

Industry Guide

2016-2017 Industry Guide to Investment Advisory Solutions
The eighth edition of the MMI Industry Guide to Investment Advisory Solutions provides member firms with comprehensive statistics covering all segments of the advisory solutions marketplace, proprietary forecasts of future industry growth, and...
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2016-2017 Industry Guide: Downloadable Exhibits
Download the exhibits from the 2016-2017 Industry Guide for use in presentations and reports.
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2015-2016 Industry Guide to Investment Advisory Solutions
The seventh edition of the MMI Industry Guide to Investment Advisory Solutions provides member firms with comprehensive statistics covering all segments of the advisory solutions marketplace, proprietary forecasts of future industry growth, and new...
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2014-2015 MMI Industry Guide to Managed Investment Solutions – Trends and Statistics
The sixth edition of the MMI Industry Guide provides member firms with comprehensive statistics covering all segments of the advisory solutions market, proprietary forecasts of future growth, and extensive research coverage and analysis of emerging...
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2013 – 2014 MMI Industry Guide to Managed Investment Solutions – Trends and Statistics
Now in its fifth edition, the MMI Industry Guide to Managed Investment Solutions provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. 
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2012 – 2013 MMI Industry Guide to Managed Investment Solutions – Trends and Statistics
Now in its fourth edition, the MMI Industry Guide to Managed Investment Solutions continues to evolve in tandem with our industry. In addition to proprietary data and analysis about the managed solutions business and its most significant components...
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2011-2012 MMI Industry Guide to Managed Investment Solutions
This past year has been a challenging time in the market and we’ve seen a number of unprecedented changes and shifts in the managed solutions industry. We continue to see growth for UMAs, as well as a rise in ETFs. Recently, we’ve seen an increased...
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2010 - 2011 Industry Guide to Managed Investment Solutions
The collection and delivery of industry data and research are a key benefit of MMI’s service to its membership. This second edition of the MMI Industry Guide focuses on the paradigm shift occurring within the financial services industry away from...
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2009 MMI Industry Guide to Managed Investment Solutions
MMI is pleased to deliver the first edition of the MMI Industry Guide to Managed Investment Solutions. The Guide reinforces the value of MMI membership by providing proprietary self-reported and self-validated managed investment solutions data.
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