The U.S. Institute is one of Institutional Investorâ€™s prestigious membership organizations. Established in 2000, it serves the asset management industry as an international â€śthink tankâ€ť and discussion forum for the leading Chief Executive Officers and their C-level team: Chief Investment Officer, Chief Operating Officer, Chief Financial Officer & HR Director.
The mission of the U.S. Institute is to provide a peer-group networking forum where members privately discuss key industry issues of common concernâ€”within a collegial environment. Our members meet at a series of interactive roundtable meetings whose agendas and attendees reflect the increasingly global nature and diversity of approaches of the investment industry. Membership is by invitation only.
There are six main features to the U.S. Institute membership.
Six meetings are held each year; five in the U.S. and one in Europe. Each roundtable is designed for a specific â€śC levelâ€ť peer group. There is an annual CEO Roundtable in the US and in Europe. In addition, there are four other roundtablesâ€”each dedicated to a particular executive within the firm: COO, CIO, CFO and HR/Talent Manager.
Our close relationship to this prestigious group of industry leaders allows us to produce proprietary surveys and research reports, and sample the membershipâ€™s collective opinion on the latest developments in the industry. We work hand-in-hand with leading industry experts to deliver interviews, white papers and research by some of these professionals. A highlight is the annual â€śPerformance Intelligenceâ€ť benchmarking study conducted in association with Casey Quirk & McLagan.
In between roundtables, U.S. Institute members periodically gather for local breakfast, lunch and dinner meetings in key cities. Outside speakers are often brought in to provide expertise on a particular topic.
Email Member Polling
ASK USI questions are suggested by one or more members and are forwarded to his or her fellow Senior Delegates, or appropriate peer-group, via e-mail. The U.S. Institute then compiles the feedback anonymously and circulates it back to the membership.
It offers a depository of information such as:
- Current USI programs and attendee lists.
- Archive of programs, attendee lists and photos from past meetings.
- Archive of e-mail member polling.
- Member directory, including profiles of member firms.
- Timely research by experts on industry trends, including quarterly asset allocation by institutional investor groups.
Manager Intelligence Network (MIN)
Access to MIN, an Institutional Investor website. MIN serves as a portal into the discussions and questions major asset owners are sharing on their own private Institutional Investor website â€“ the Investor Intelligence Network (IIN.) Since launching in January 2011, IINâ€™s network has grown to encompass more than 2,500 institutional investors, mainly CIOs and other senior decision-makers at pension funds, foundations and endowments, and SWFs around the world.
For more information please contact Hannah Quapp, (212) 224-3657, email@example.com