Publications

Jul
18
2019

The Third Quarter 2019 edition of the MMI Journal of Investment Advisory Solutions, addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing, and distribution efficiency in a lower fee environment.

MMI Journal of Investment Advisory Solutions

Jun
13
2019

Produced in conjunction with FUSE Research, the report summary examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.

MMI Special Reports

Jun
12
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 8.8% during the quarter ending on March 31, 2019, totaling $6.5 trillion.

MMI-Cerulli Advisory Solutions Quarterly

Jun
12
2019

Produced in conjunction with FUSE Research, the report examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.

MMI Special Reports

Mar
25
2019

This report outlines a practical four-step process for how financial advisors can talk with their clients about sustainable investment. It addresses pervasive industry myths about sustainable investing, disentangles the complicated web of vocabulary used to describe the approach, and provides practical recommendations on how to help clients reach their sustainable investing goals.

MMI Special Reports

Mar
21
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs shrank 7.4% during the quarter ending on December 31, 2018, totaling $6.1 trillion.

MMI-Cerulli Advisory Solutions Quarterly

Mar
3
2019

The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.

MMI Special Reports

Mar
3
2019

The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.

MMI Special Reports

Feb
7
2019

The Q4 2018 edition of the MMI Journal of Investment Advisory Solutions, addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing.

MMI Journal of Investment Advisory Solutions

Dec
7
2018

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.5% during the quart er ending on September 30, 2018, totaling $6.5 trillion.

MMI-Cerulli Advisory Solutions Quarterly