Elevate Your Practice

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

Learn More

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.

The Portfolio Management Institute® (PMI) is an organization created and managed by Practicing PMs in the Morgan Stanley Portfolio Management/Custom Portfolios Programs. PMI is dedicated to educating and improving the skills of its members. There are no assets under management, fee revenue or tenure requirements in order to join.

For Portfolio Managers, By Portfolio Managers

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

Our History

Explore Membership at PMI

PMI is a unique organization, 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.

We are MS Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, and others who share a desire to support PMI and wish to participate in its activities.

Become a Member

PMI Annual Forum - Elevate Your Practice

Forum is designed to bring you portfolio management workshops that will help you construct portfolios, learn how to build your business, build a successful PM team, generate new investment ideas and portfolio strategies, provide new and advanced resources, exchange ideas with other portfolio managers, participate in Peer to Peer interactive sessions and hear from leading academics and top executives in finance and equity research.

Join the Forum
Event Calendar