First Quarter 2021 Edition of the MMI Journal of Investment Advisory Solutions

MMI is pleased to announce the First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on some of the hottest topics in the advisory solutions space. Developed to provide MMI members with informed perspective from industry thought leaders, this edition addresses these major topics.

  • The “Next” Normal – The impact of the pandemic on the delivery of investment advisory solutions – which changes will endure and which will prove temporary?
  • The Acceleration of Digitalization – How the pandemic-inspired adoption of new technology and data science is hastening the redefinition of traditional processes, roles, and relationships across the client experience spectrum.
  • ESG Goes Mainstream: What’s Next?  – With the events of 2020 shining a bright light on a host of environmental, social and governance issues, how will firms deliver the more nuanced approaches clients are now demanding – especially in terms of Climate Change and Diversity, Equity & Inclusion?
  • Special Interest – Thought-provoking topics that advance knowledge and discussion within the investment advisory community.

Look for insightful reports and articles from Bluerock, Broadmark Asset Management, Broadridge, Casey Quirk, Cerulli Associates, FTSE Russell, Green Harvest Asset Management, Harvard Business Review Analytic Services sponsored by Microsoft, Kathy Freeman Company, PIMCO, and SS&C Research, Analytics and Consulting.


We trust you will find this new edition a valuable resource and welcome your feedback.

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