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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.

2017 Annual Forum: INNOVATE
Save the Date

Forum: May 10 - 12, 2017 at Ritz-Carlton Half Moon Bay, CA
2nd PMI Golf Tournament: May 9, 2017!
Spa Discounts May 8-9, 2017!

PMI will submit for CFP, CFA, CPM
Continuing Education Credits for the 2017 Forum.


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 2017 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!

Portfolio Management Institute is registered with CFA Institute as an Approved Provider of continuing education programs.


Member Only Resources
Monday July 18, 2016
Speakers: TBD

Ideas for a speaker/topic - contact us!

Research Highlights

Financial-Services Investors: Plan for a Rocky Ride

Initiating Coverage of Two European Recruitment Companies

Xero Offers an Attractive Combination of Global Earnings and a Narrow Moat

Highlighted Stocks

SolarCity SCTY

Adobe ADBE

PotashCorp POT














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5/10/2017 » 5/12/2017
2017 Annual Forum

Portfolio Management Institute