Publications

Special Reports

A 360° View of Distributor Due Diligence Teams
Tuesday, November 13, 2018
The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI...
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2018 Retail Distribution of Alternative Investments
Wednesday, July 11, 2018
Produced this year in conjunction with FUSE Research, this report analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.
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2018 Retail Distribution of Alternative Investments - Executive Summary
Wednesday, July 11, 2018
Produced this year in conjunction with FUSE Research, this report summary analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.
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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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