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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.

2016 Annual Forum - Registration is Open!
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
Tuesday February 16, 2016
Speakers: Mike Ross & Ruth Blidar
ACPM and the CPM Designation

Ideas for a speaker/topic - contact us!

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

Research Highlights

Mauled by Kodiak Acquisition Debt, Whiting Fights to Survive

Tightened Regulations on China’s Bill Financing Pose Pressures for Certain Banks

With U.S. Steelmaker Shares at or Near Multiyear Lows, We See Little Upside and More Pain

Highlighted Stocks

Dunkin Brands Group DNKN

LinkedIn LNKD

Ralph Lauren RL







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

Portfolio Management Institute
12011 Tejon Street, Suite 700, Westminster, CO 80234