Publications

Special Reports

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.
Join MMI
View PDF
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.
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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.
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
Risk—Dealing with the Number One Investor Concern (Source: MMI)
Thursday, April 7, 2016
With the virtual disappearance of defined benefit retirement plans, most investors are now directly responsible for their own retirement income planning, and they face truly daunting challenges. Investing today has become an inordinately involved...
Join MMI
View PDF

Pages