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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 Today!
Forum: May 11 - 13, 2016 at Ritz-Carlton Golf Resort, Naples, FL
Signature Golf School May 9, 2016!
1st PMI Golf Tournament: May 10, 2016!
Spa Discounts May 9 - 10, 2016!

PMI has submitted for CFP, CFA, CPM
Continuing Education Credits for the 2016 Forum.


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!

Portfolio Management Institute is registered with CFA Institute as an Approved Provider of continuing education programs.


Member Only Resources
Monday July 18, 2016
Speakers: TBD

Ideas for a speaker/topic - contact us!

Research Highlights

The Iron Ore Price Rally Should Prove Fleeting

As the Bundle Turns: Sling and Vue Point the Way Forward

Are Utilities Overheated or Are Their Yields too Good to Pass Up?

Highlighted Stocks

Biomarin Pharmaceutical BMRN

Morgan Stanley MS

Polaris Industries PII












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PRE-Forum Event: Signature Golf School with PGA Pro, Bobby Clampett

5/9/2016 » 5/10/2016
PRE-Forum Event: Spa Discounts & Relaxed Networking

PRE-Forum Event: Golf Tournament & Networking

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

Portfolio Management Institute