MMI News & Information

The Money Management Institute news and updates blog

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March 10, 2014
Q1 2014 MMI Central Summary Highlights of this edition include: In a banner year for the financial services industry, managed solutions assets rose from $2.7 trillion at the close of 2012 to $3.4 trillion at year end 2013, a 26% increase. All...

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February 7, 2014
MMI recently hosted a special web briefing on two important issues that have been in the news – the hiring practices of firms doing business in other countries and allegations of foreign exchange rate manipulation. Featured speakers included: Steve...

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November 29, 2013
Managed Solutions Rise 5.5% to $3.2 Trillion Highlights of this edition include: With continuing growth in net flows and aided by market appreciation, total MS assets, which had passed the $3 trillion mark for the first time last quarter,...

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November 22, 2013
We are pleased to present a special MMI research brief The Continued Evolution of ETFs: A Closer Look at Advisor Behavior. The new report, authored by Rick Ledbury and Robert Howe of the MMI research team, explores the current use of ETFs by...

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November 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...

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October 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...

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September 27, 2013
ETFs have become a mainstay of how many financial advisors structure client portfolios. On Wednesday, September 25th this members-only webinar provided a preview of an upcoming MMI research report on the latest trends in advisor ETF usage. After...

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September 5, 2013
Managed Solutions Assets Pass $3 Trillion, Up 140% Since Year End 2008 Highlights of this edition include: By the end of the second quarter, total MS assets had passed $3 trillion – which marked an all-time high – and were up nearly 140% from $1.3...

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July 19, 2013
In case you missed it, here’s a new publication exclusively for MMI members. Special research report – This new report, developed in conjunction with Dover Financial Research, examines emerging trends within the alternative investment marketplace...

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August 12, 2013
InvestmentNews OpEd on Workplace Diversity by Chris Davis. Diversity is, without question, an integral part of our nation's fabric, and America has proved to be the best argument for its benefits. Visit InvestmentNews to read the article.

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