Publications

Special Reports

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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The Lifecycle of Asset Managers: Executive Summary
Thursday, October 19, 2017
Read an executive summary version of MMI’s new research report produced in conjunction with rpmAUM.
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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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New MMI Perspectives Interview with Managed Account Pioneer Len Reinhart
In this wide-ranging MMI Perspectives interview, Len takes us on a 38-year journey from the birth of fee-based advisory accounts through the current industry drive toward goals-based wealth management. Along the way, he offers his unique take on...
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