bulletABOUT MMI

The Money Management Institute (MMI) is the national organization for the managed solutions industry, representing portfolio manager firms and sponsors.

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Gateway to Leadership Fundraiser

bulletEVENTS

bulletINSIDE WASHINGTON

2008 Legal and Regulatory Affairs Conference
June 17th, 2008
Co-Chairs: Joyce Kramer, Daniel Moonay and Steve Stone
The Yale Club of New York City
Save The Date!
Rooms available at the Roosevelt Hotel, $319
888-833-3969
Agenda & Registration

Has the GOP meltdown begun?
There’s only one story in Washington this week and it’s not Hillary Clinton’s victory in West Virginia or John Edwards’ endorsement of Barack Obama. Rather, it is the GOP’s loss of its third straight special election in a row this year, which happened on Tuesday in Mississippi’s 1st Congressional District.

While [...]


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Click here for an important article from the
The Wall Street Journal:
New Managed Accounts Tax Benefits


Bank Insurance & Securities Marketing:
Meeting the Needs of the High-Net-Worth Client


bulletBREAKING NEWS


May 5, 2008 - The Money Management Institute (MMI), the national organization for the separately managed account and wealth management industry, today published interim industry data via an MMI Flash Report. (Read More)


January 16th, 2008 - DTCC Completes End-to-End Testing Of Managed Accounts Service With Citi (Read more)


January 4th, 2008 - The SEC, posted a 219-page report on its Web site yesterday on business practices by brokers and investment advisors and the public perceptions of them. The SEC had commissioned the report amid mounting controversy over differing regulation of brokers and advisers. The long-awaited report by Rand Corp. doesn’t make recommendations to the Securities and Exchange Commission but describes business practices. Read the full report here.


October 24, 2007 - FUNDFire SEC Exec Hints at More Oversight of SMA Biz - The federal agency’s investment management chief sends a “shot across the bow” of SMA industry in a cordial but clear message to make sure firms don’t overreach. Read more here.