Welcome! The Portfolio Management Institute (PMI) was founded in 2004 as an independent, membership-supported association of Portfolio Managers. PMI is the only organization of its type, providing a peer-led resource for every 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.
Join PMI for a luxurious, educational retreat in Scottsdale, Arizona. We will host our 2022 PMI forum at the Omni Montelucia Resort which boasts gorgeous pools, hiking, golf courses, a fitness center, and spa.
We are Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, and others who share a desire to support PMI and wish to participate in its activities.
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Here you can find out about upcoming events and view photo galleries of past events. Some events may allow for online registration and the ticket purchase.
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Forum is designed to bring you portfolio management workshops that will help you construct portfolios, learn how to build your business, build a successful PM team, and generate new investment ideas and portfolio strategies
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Join PMI June 9-12, 2024 at the Omni Barton Creek Resort in Austin, Texas for a luxurious, educational retreat. Watch this page for more information on the 2024 Annual Forum.
We are Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, and others who share a desire to support PMI and wish to participate in its activities.
More Info...
Here you can find out about upcoming events and view photo galleries of past events. Some events may allow for online registration and the ticket purchase.
More Info...
Forum is designed to bring you portfolio management workshops that will help you construct portfolios, learn how to build your business, build a successful PM team, and generate new investment ideas and portfolio strategies
More Info Coming Soon
Please note that PMI in an independent organization and is not a subsidiary of Morgan Stanley. Please note that no MS business, client contact or correspondence can be received at PMI, it's location, phone or email address. PMI's contact info is strictly for use regarding PMI programs and services. It cannot be used to conduct MS business in any way nor can it be identified to clients or the public as such.
