Publications

Special Reports

Habits of a Successful External Wholesaler
Wednesday, September 18, 2019
With asset managers facing an uphill battle to gather assets, it is more important than ever for firms to structure and support their salesforces properly. To examine what differentiates successful salesforces in the field, MMI partnered with FUSE...
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2019 Retail Distribution of Alternative Investments
Wednesday, June 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...
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2019 Retail Distribution of Alternative Investments - Executive Summary
Thursday, June 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,...
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Fundamentals of Sustainable Investment: A guide for financial advisors
Monday, March 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...
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Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
Sunday, March 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. The report finds that optimized, household-level wealth management...
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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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