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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

Energy Observer: Pipelines, Netbacks, and the Implications for Equity Investors
Five Key Questions for JPMorgan Investors
Echo Global Logistics Makes Inroads Into Highway Brokerage
China Poses Greater Royalty Risk for Qualcomm, but Chip Demand Shines; Raising our Fair Value to $85

Best Ideas

Highlighted Stocks
Standard Chartered PLC STAN
Rock-Tenn Company RKT
General Motors Co. GM

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