Publications

Special Reports

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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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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