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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!

Research Highlights

Capital Inefficiency: The Majors' Quest to Improve Returns and Why It's Likely to Fail
Vertex's Cystic Fibrosis Franchise Creates a Narrow Moat
Coach Brand Not Wide-Moat, but Still Has Enduring Value Amid Short-term RisksDe La Rue Literally Prints Money, but Its Moat Is Being Tested

Best Ideas

Highlighted Stocks
Apollo Global Management LLC APO
Norwegian Cruise Line Holdings Ltd. NCLH
Rexam PLC REX

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

 

 

 

 

 

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Calendar

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
admin@pminstitute.org