Contact Us   |   Sign In   |   Register

Welcome to The Portfolio Management Institute®

The Portfolio Management Institute® (PMI) was founded in 2004 as an independent, membership-supported association of 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.

PMI President Interviewed on Morgan Stanley PM Spotlight Call - Listen to the replay!


Access PMI Forum App (click here)

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
February 23, 2015 4:15 pm (Eastern)
Dave Iben of Kopernik Global Investors LP
March 16, 2015 4:15 pm (Eastern)
David Kotok, Cumberland Advisors
Ideas for a speaker/topic - contact us!

Research Highlights

Best Idea Capital One Will Add to Your Wallet
Actavis' Wide-Moat Transformation Offers Shareholder Rewards
Top 10 Ultimate Stock-Picker High-Conviction Purchases

Best Ideas

Highlighted Stocks
Santos Ltd. STO
Priceline Group Inc. PCLN
Crown Resorts Ltd CWN

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






Community Search
Sign In

Forgot your password?

Haven't registered yet?


March Monthly Call

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

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