Special Reports

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.

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...

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...

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.

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...

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...

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...

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...

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...

The Nexus of Looming Needs and Investment Advice (Source: MMI)
Wednesday, April 6, 2016
Investing and investment advice are not what they used to be, something that is both good and bad. What’s bad about investing is that, today, it is literally the investor’s problem—no one else’s—and typically he or she is ill equipped to do it.

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