The aim of the U.S. Institute is to promote discussion on the latest developments in the asset management markets, stimulate thinking on new business opportunities and highlight promising markets and new investment techniques. In addition to four Roundtables we also offer proprietary and external research and a members-only website. 

The Institute’s main benefits are:

NETWORKING & PEER ACCESS

The cornerstone of the U.S.  Institute membership are the four annual Roundtables. In addition, the Institute organizes peer group events, regional members’ dinners, ad hoc meetings and conference calls during the year. Each member receives a membership directory and a special invitation to participate at the Senior Delegates Roundtable of Institutional Investors’ European Institute, a sister group of similar top executives. Competitors become colleagues who help each other find solutions to the fundamental problems in the industry.

CUTTING EDGE TOPICS & SPEAKERS

Guided by frequent consultation with U.S. Institute members, we identify the latest trends and market developments that will foster provocative discussions. The seniority of the group enables us to approach the most reputed thinkers and practitioners in their field, while European Institute members also regularly share the depth of their experience. We seek out diverse views and “out of the box” solutions to present to delegates.
Contact us for copies of past programmes.

RESEARCH & INDUSTRY INTELLIGENCE

Our close relationship to this prestigious group of industry leaders allows us to produce proprietary surveys and research reports, and sample the membership’s collective opinion on the latest developments in the market. We work hand-in-hand with some leading industry experts and deliver to our members interviews, papers and research by some of these professionals. We also share research between Institutes.

MEMBERS-ONLY WEBSITE

Our members receive exclusive access to our website, where they find written summaries of the Roundtables, responses to e-mail surveys on news affecting the industry, a current member directory, including profiles of member firms, links to websites of publications, consulting firms and other industry groups for news/information about the asset management industry,  as well as research/ “white papers” and published articles by asset management professionals on key trends.

THE INSTITUTIONAL INVESTOR SYNERGY

Institutional Investor offers a wide array of private memberships and conferences along with its extensive stable of financial publications, newsletters and journals. We also work on research projects with other Institutes to increase the sample size and diversification. When you join the U.S. Institute you benefit from the formidable resources of all our businesses.