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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.

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:

PMI Forum 2014 was held in Newport Beach, California. The PMI Forum 2015 will be held in New Orleans, Louisiana.

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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March Monthly Call

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