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Welcome to The Portfolio Management Institute®

Providing education through an open and collegial exchange of ideas, raising the bar of excellence for Morgan Stanley discretionary portfolio managers.

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.

Save the Date: 2016 Annual Forum
Forum: May 11 - 13, 2016
1st PMI Golf Tournament: May 10, 2016
Ritz-Carlton Golf Resort, Naples, FL


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 2016 ACPM CE Credit at the PMI Forum
  • Earn CFA, CFP and CIMA Credit at the PMI Forum

Interested in presenting a peer to peer breakout, or is there someone or a topic you want to see? Let us know!










Member Only Resources
Featured Speaker Conference Calls
Monday December 14, 2015
Speaker: Davis Harris, Senior Investment Director, Schroders
Monday, January 18, 2016
Speaker: Phil Zaczek, Morgan Stanley

Ideas for a speaker/topic - contact us!

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

Weekly Highlights:
November 20, 2015

Research Highlights

-Breaking the Bank: Sources of Moats for Financial Services Firms
-Royal Bank of Scotland: A Diamond in the Rough
-Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases

Highlighted Stocks

-TD Ameritrade Holding Corp AMTD
-Diageo PLC DEO
-Wal-Mart Stores Inc WMT








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5/11/2016 » 5/13/2016
2016 Annual Forum

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