MMI News & Information
The Money Management Institute news and updates blog
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May 7, 2014
May 7, 2014
We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...
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May 5, 2014
May 5, 2014
Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management
We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and...
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April 9, 2014
April 9, 2014
In conjunction with InvestmentNews (IN) Custom Media, MMI developed a special advertising supplement on the value of managed solutions titled “Managed Solutions: Meeting Today’s Challenges.” Designed to educate financial advisors across all...
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March 10, 2014
March 10, 2014
Q1 2014 MMI Central Summary
Highlights of this edition include:
In a banner year for the financial services industry, managed solutions assets rose from $2.7 trillion at the close of 2012 to $3.4 trillion at year end 2013, a 26% increase. All...
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February 7, 2014
February 7, 2014
MMI recently hosted a special web briefing on two important issues that have been in the news – the hiring practices of firms doing business in other countries and allegations of foreign exchange rate manipulation.
Featured speakers included:
Steve...
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November 29, 2013
November 29, 2013
Managed Solutions Rise 5.5% to $3.2 Trillion
Highlights of this edition include:
With continuing growth in net flows and aided by market appreciation, total MS assets, which had passed the $3 trillion mark for the first time last quarter, continued...
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November 22, 2013
November 22, 2013
We are pleased to present a special MMI research brief The Continued Evolution of ETFs: A Closer Look at Advisor Behavior. The new report, authored by Rick Ledbury and Robert Howe of the MMI research team, explores the current use of ETFs by...
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November 18, 2013
November 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...
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October 18, 2013
October 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...
admin
September 27, 2013
September 27, 2013
ETFs have become a mainstay of how many financial advisors structure client portfolios. On Wednesday, September 25th this members-only webinar provided a preview of an upcoming MMI research report on the latest trends in advisor ETF usage. After...
