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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.

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
December 15, 4:15 pm (Eastern)
Cristy J. Carbon-Gaul
Estate Planning Lawyer

Ideas for a speaker/topic - contact us!

Research Highlights

All Wireless Spectrum Isn’t Created Equal: Some Holdings Protect Moats, but Overvaluation Will Ultimately Limit Returns

Strike While the Iron Is … Cold? Picking Steelmaking Winners in Iron Ore's New Normal

Healthy Profits Ahead for Express Scripts

Utilities' Dividends Still Best of the Breed: Valuations Are Rich, but Sector Finances and Growth Are Super Strong

Best Ideas

Highlighted Stocks
Exelon Corp. EXC
Apollo Global Management LLC APO
Crown Resorts Ltd. CWN

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






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11/26/2014 » 12/31/2014
PMI President Interviewed on Morgan Stanly PM Spotlight Call - Listen to the Replay!

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