about imea
The Investment Management Education Alliance (IMEA) is the premier national trade association dedicated to advancing the asset management industry through education, collaboration, and innovation. Since 1971, IMEA has been a trusted resource for leading investment management firms, providing a platform to strengthen how they serve investors and financial advisors.
With a commitment to excellence and member-driven initiatives, IMEA continues to be a respected advocate and strategic partner for its diverse membership base. Through industry-leading programs, exclusive insights, and meaningful connections, IMEA empowers professionals to stay ahead of emerging trends, exchange best practices, and collectively shape the future of investment management.
OUR MISSION
The Investment Management Education Alliance (IMEA) empowers its members to lead the industry forward by fostering shared learning, impactful networking, and the open exchange of ideas.
MAJOR INITIATIVES
Executive Council Program
At the heart of the IMEA is its Executive Council Program—six Councils that bring together senior executives from key business disciplines: Distribution, Distribution Intelligence, Internal Sales Desk, Marketing, National Accounts, and Product. These Councils connect leaders from across the investment management ecosystem to collaborate with peers and colleagues in other functional areas to develop strategies that better serve investors and advisors alike.
From product development and innovation, to strengthening engagement across diverse distribution channels, to delivering the resources firms need to educate, communicate and support clients, the IMEA’s Councils ensure all critical areas are represented.
Through private discussion forums and exclusive Roundtables, members connect directly with industry leaders facing similar challenges and opportunities—creating a dynamic network of shared insights and collaboration.
Participation in the Councils extends beyond the designated Council representatives to include other senior executives at member firms, as determined by each company.
Council Meetings and Issue-Focused Summits
The Distribution Intelligence, Distribution, Internal Sales Desk, Marketing, National Accounts and Product Councils each meet annually. In addition, issue-focused Summits are held in response to emerging issues that are shared by numerous Councils. To continue the discussion, virtual roundtables are held year round.
CONTACT US
At the Investment Management Education Alliance (IMEA), we believe that meaningful progress in the investment management industry is rooted in collaboration, shared knowledge, and open dialogue. In an increasingly complex and rapidly evolving financial landscape, working together is essential to addressing the challenges faced by firms, advisors, and investors alike.
IMEA is committed to serving as a conduit for connection, insight, and innovation across the industry. We welcome the opportunity to engage with current and prospective members, partners, and stakeholders to exchange ideas, provide support, and explore new initiatives that advance our collective mission.
Whether you’re seeking information, looking to collaborate, or simply wish to connect, we invite you to reach out. Our team is dedicated to fostering strong relationships and providing thoughtful, responsive engagement tailored to your needs.
Please feel free to contact any of our team members below to continue the conversation. We look forward to hearing from you.