Publications

Special Reports

Interval and Tender Offer Funds: Distributor Viewpoints
Monday, February 5, 2018
This paper was produced for MMI by FUSE Research Network. The views and opinions presented in this report are derived from interviews with eight of the industry’s largest distributors in the U.S. marketplace.
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Ethnic and Racial Diversity at Asset Management Firms
Wednesday, November 8, 2017
A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles.
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Ethnic and Racial Diversity at Asset Management Firms - Report Preview
Wednesday, November 8, 2017
Read a preview of the new report conducted by MMI and FundFire.
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The Lifecycle of Asset Managers: Industry Insights on Navigating the Important Stages of the Asset Management Business
Thursday, October 19, 2017
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be...
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2017 Retail Distribution of Alternative Investments
Friday, May 19, 2017
MMI’s new research report, 2017 Retail Distribution of Alternative Investments, is now available for member download. This year’s report includes expanded coverage with proprietary data on traditional and liquid alternative investments from the...
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Distribution of Alternative Investments through Wirehouses - May 2016
Tuesday, May 10, 2016
We are pleased to present the fifth edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 67-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...
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Distribution of Alternative Investments through Wirehouses - 2015 Issue
Wednesday, May 13, 2015
MMI is pleased to present the 2015 edition of the MMI/Dover Financial Research report on the Distribution of Alternative Investments through Wirehouses. Despite six straight years of equity market gains, alternative investment assets at the...
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MMI Flash Report on Alternative Investments Now Available
Monday, June 30, 2014
This edition recaps the results of a survey on members’ usage, implementation and future plans for alternative investments and highlights a number of interesting commonalities and key differences in how asset managers and sponsors view this fast...
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2014 Mid-Year Report
Friday, May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our Mid-Year Report summarizes many of our undertakings and accomplishments during the first half of 2014 and highlights areas of...
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Special Report on Impact Investing – Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management
Tuesday, May 6, 2014
We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and strategy firm, entitled Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors...
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