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About PMI
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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.

PMI Bylaws, Motions to the Bylaws (revised 2015)

Throughout the year PMI will continue building out an ambitious set of programs and services to provide the membership with unique value to their dues investment. Included in these plans are:

The PMI Forum 2015 was held May 20 - 22, 2015 in New Orleans, Louisiana.

The PMI Forum 2016 will be held May 11 - 13, 2016 in Naples, Florida.

Continual Enhancement of a robust website dedicated to providing members with leading edge professional development materials and access to a range of useful tools.

Quarterly publication of an electronic newsletter that will feature articles about how to improve your business, develop new marketing strategies and insights into current portfolio management strategies.

Continuing value-added conference calls on a regular basis with industry and investment leaders.

Provide opportunities for networking and exchange of resources within the firm and the larger portfolio management profession, taking advantage of many of the resources available through the various vendors to the PM community.  A series of local/regional meetings is being developed.

To make this and more happen will require the dedicated talents and time of committed Portfolio Management Institute members.

General PMI Questions?:  Use the "contact us" link below and your inquiry will be directed to the appropriate Board Member.

For more information about any of these committees use the "Contact PMI" form and we will follow-up with you. For a Board Member Roster with Contact information, click here.

About PMI Brochure (PDF)

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5/10/2017 » 5/12/2017
2017 Annual Forum

Portfolio Management Institute