Publications

Special Reports

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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New MMI Perspectives Interview with John Brett, Pershing
In this interview, John Brett draws on his more than 30 years of experience across a broad spectrum of the financial services industry for a discussion of the evolving role of the managed solutions investment advisor as the product playing field has...
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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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New MMI Perspectives Interview with Cheryl Nash, Fiserv
For our latest Perspectives interview, MMI sat down with Cheryl Nash, President of Fiserv Investment Services, to discuss the “digital journey,” why generational nomenclature doesn’t work, the importance of “personas” with respect to knowing your...
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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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