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Welcome to The Portfolio Management Institute®

The Portfolio Management Institute® (PMI) was founded in 2004 as an independent, membership-supported association of legacy Smith Barney Portfolio Managers, now Morgan Stanley Portfolio Managers. PMI is the only organization of its type, providing a peer-led resource for every MS Portfolio Manager regardless of length of service or assets under management. "For Portfolio Managers, By Portfolio Managers” is the goal as PMI members value the professional education and networking opportunities PMI provides. PMI's Code of Ethics for members can be viewed here.

2014 Annual Forum
April 23 - 25, 2014
Newport Beach Marriott Hotel & Spa
Newport Beach, CA

Register Today!  |  View the 2014 Agenda!


Access PMI Forum App (click here)

Are you a CPM®? You can earn 20 CEUs at the PMI Forum!

with General Session Speakers:
Dr. Jason Selk, LPC, NCC
Scott Minerd, Guggenheim
Joel Dickson, Principal Vanguard Investment Strategy Group
Panel: David Kotok, Cumberland Advisors,
Danielle DiMartino and Mike Dooley
Doug Ramsey, Leuthold Weeden
and a special PIMCO Forum within a Forum!

  • Interact with talented MSSB colleagues/thought leaders to evaluate tactics/tools we can use to measure and manage risk
  • Attend interactive, cutting-edge breakout sessions lead by your PMI peers and industry expert
  • Earn all 20 Hours of your 2014 ACPM CE Credit at the PMI Forum

Member Only Resources
Monthly Calls
April Pre-Forum Call Thursday April 17th
3:00 pm Eastern/ 12:00 pm Pacific
Speaker: PMI Board & Forum Committee

Research Highlights

Burned Out: China's Rebalancing Heralds the End of Coal's Growth Story

Healthcare Observer: Drug Distributors: Not a Normal Distribution of Returns

U.S. Ecology Widens Moat with Acquisition of Treatment and Disposal Assets; Shares Fairly Valued

Best Ideas

Highlighted Stocks

Actuant Corp. ATU

CenturyLink, Inc. CTL

Ratings Changes
New 5-Star Stocks
New 1-Star Stocks
Moat Changes
Uncertainty Rating Changes
Significant Fair Value Changes (+/- 20%)





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4/23/2014 » 4/25/2014
2014 Annual Forum

PMI After Forum Visit to PIMCO - FULL!

WAIT LIST - PMI After Forum Visit to PIMCO

May Monthly Call

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Portfolio Management Institute
12011 Tejon Street, Suite 700, Westminster, CO 80234
Phone: 303-327-8015 | Fax: 303-458-0002