Institutional Investor’s Sub-Advisory Institute is a private membership organization designed to give selected supporting member firms unparalleled access to their clients and potential clients—buyers of sub-advisory services representing OCIOs, mutual fund companies, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year.

Through expert-led panel discussions, presentations, guest speakers and live market research, each event brings together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.


About Sub-Advisory

The Sub-Advisory Institute provides a unique forum: nowhere else can buyers access the most important base of clients available and interact with them at events that allow relationships to evolve in tandem with the rapidly growing sub-advisory marketplace.

Well-conducted conference, containing the best conference content I’ve experienced in a very long time.

Attendee - Sub-Advisory Roundtable 2014


Attend two annual private forums

At regional meetings in New York City (May) and San Francisco (September), members have opportunities to access senior investment decision makers.

Provide thought leadership

Nominate experts from your firm as discussion leaders, panelists or presenters to share knowledge and provide insights to our members.

Access ‘live’ market research

Get confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Invite Your Prospects

As an extension of your own business development efforts, we will invite your prospects to attend these key meetings.  


AGF Investments
AXA Investment Managers
BMO Global Asset Management
McKinley Capital Management, Inc.

MFS Investment Management
Oppenheimer Funds
Pictet Asset Management
RBC Global  Asset Management

Standard Life Investments
State Street Global Advisors
William Blair

Excellent organization of conference, very knowledgeable speakers.

Attendee - Sub-Advisory Roundtable 2016

An excellent mix of topics presented by interesting speakers.

Attendee - Sub-Advisory Roundtable 2015

Upcoming Events


For more information, please contact:

Lauren Feldman

Client Services Coordinator, Investor Relations Manager
+1 212 224 3689


Madeline Heckman​

Investor Relations Director, Individual Market Memberships
+1 212 224 3640


Randy Klein

Executive Director, Business Development
+1 212 224 3629