Publications

Special Reports

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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MMI Flash Report on Alternative Investments Now Available
Monday, June 30, 2014
This edition recaps the results of a survey on members’ usage, implementation and future plans for alternative investments and highlights a number of interesting commonalities and key differences in how asset managers and sponsors view this fast...
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2014 Mid-Year Report
Friday, May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our Mid-Year Report summarizes many of our undertakings and accomplishments during the first half of 2014 and highlights areas of...
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Special Report on Impact Investing – Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management
Tuesday, May 6, 2014
We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and strategy firm, entitled Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors...
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Distribution of Alternative Investments through Wirehouses - 2014 Issue
Friday, May 2, 2014
With a six-year compound annual industry growth rate of 24%, liquid alternative investments is one of the fastest growing financial services asset classes. The report evaluates retail alternative investment trends in the wirehouse channel and...
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Special Report: Winning the Allegiance of Top Financial Advisors
Wednesday, April 23, 2014
Produced in collaboration with CEG Worldwide, this report shares findings and recommendations from a series of in-depth interviews with MMI member firms. The report examines the extent to which the efforts of firms and their senior executives align...
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MMI Flash Report - Wholesaler Compensation
Wednesday, April 23, 2014
The Money Management Institute (MMI) recently conducted a brief, three question survey about wholesaler compensation packages. This “flash” survey was sent to 103 member firms. A total of 24 firms, representing a broad cross-section of asset...
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