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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.


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

  • Interact with talented MS 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 2015 ACPM CE Credit at the PMI Forum


Member Only Resources
Featured Speaker Conference Calls
Next Call TBD
Ideas for a speaker/topic - contact us!

Now PMI Members get private access to Leuthold!
Archived Monthly Summaries

Research Highlights

False Dawn: China's GDP Uptick Comforted Many Investors. It Shouldn't Have.
Barron’s Bullish on Schlumberger; Shares Undervalued With More Than 35% Upside
10 High-Conviction Purchases by Our Ultimate Stock-Pickers

Best Ideas

Highlighted Stocks
TJX Companies TJX
Urban Outfitters Inc. URBN
Baxter International Inc. BAX

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






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5/20/2015 » 5/22/2015
2015 Annual Forum

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