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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 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.

Join Us for the 2015 Annual Forum!
May 20 - 22, 2015
JW Marriott, New Orleans, LA

Deadline for Hotel Reservations is this Friday, April 24, 2015!

Speakers include: Dr. A. Gary Shilling, Walter Isaacson, Peter Ricchiuti, Drew Brees and more! 

Click here to download the 2015 Forum Flyer


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
  • Earn CFA, CFP and CIMA Credit at the PMI Forum

PMI Forum Suggestion Form - Putting It All Together!


Member Only Resources
Featured Speaker Conference Calls
No Call in May due to PMI Forum!

Ideas for a speaker/topic - contact us!

Research Highlights

15 Minutes Could Tell You Which Insurance Stocks Could Return 15% or More
Industrial Gas Outlook: Harvest Time
Currency Headwinds and Heavy Investment Jab at Google, but Can't Curb Our Enthusiasm for Its Shares

Best Ideas

Highlighted Stocks

Avnet AVT
Baxter International BAX
Millicom International Cellular SA MIICF

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

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Portfolio Management Institute
12011 Tejon Street, Suite 700, Westminster, CO 80234
Phone: 303-327-8015 | Fax: 303-458-0002