MEMBER BENEFITS
IMEA is an organization led by its members, dedicated exclusively to investment management firms and their leaders. It provides valuable connections and distinctive and exclusive forums where industry executives can openly connect, exchange viewpoints, acquire insights, discuss successes and challenges, and educate one another on how to best serve their companies and their clients.
COMPANY MEMBERSHIP
IMEA offers firmwide membership, enabling professionals across the organization to participate in IMEA events, initiatives, and programs. This comprehensive structure ensures broad access to peer engagement, education, and industry insight at every level.
EXECUTIVE COUNCILS
A cornerstone of IMEA membership, the Executive Council Program, brings together senior professionals across Distribution, Distribution Intelligence, Internal Sales Desk, Marketing, National Accounts and Product. Councils provide a confidential, peer-driven environment to analyze strategies, exchange ideas, and explore emerging trends. Each Council is guided by a member-led Steering Committee responsible for shaping agendas, setting priorities, and advancing initiatives.
IN-PERSON & VIRTUAL EVENTS
EXCLUSIVE CONTENT
By logging into the Member website, Members have access to event highlights, attendee lists, presentation decks, Webinar replays, and proprietary thought leadership to stay connected and informed.
RESEARCH & INSIGHTS
Access to research and insights from leading industry consultants and IMEA Partners, including Broadridge, FUSE Research Network, Seismic, SS&C Technologies, and others. IMEA regularly conducts brief surveys to capture perspectives on business priorities, key challenges, and strategic execution. Results are shared exclusively with members, delivering valuable benchmarking and industry intelligence.
MEMBER INQUIRIES
Anonymously survey members on timely topics such as advisor expectations, distribution strategy, and emerging industry trends. Upon request, IMEA will distribute surveys, provide summarized findings, and facilitate direct connections with willing respondents.
STAR AWARDS
For nearly 30 years, the IMEA STAR Awards have honored excellence in investment management communications, education, innovation, and community impact. Open exclusively to IMEA members, the Awards span Advisor, Investor, and Leadership categories—highlighting outstanding work in areas such as education, content strategy, client experience, marketing and sales enablement, product innovation, and community giving. Evaluated by an impartial panel of industry leaders, the STAR Awards provide firms with meaningful peer recognition and valuable benchmarking against best-in-class initiatives across the industry.
IMEA CAREER CONNECT
New to IMEAConnect.com, Career Connect is a members-only hub featuring job openings from IMEA member firms. This benefit supports talent discovery across the industry while helping professionals explore new opportunities within the IMEA community. Member firms may submit openings and leverage the platform to stay connected to evolving career needs.
MEMBERSHIP DUES
TOTAL AUM
ANNUAL DUES
Up to $1B
$5,000
$1B up to $5B
$10,000
$5B up to $30B
$15,000
$30B up to $100B
$20,000
$100B and Over
$25,000
TOTAL AUM
- U.S. Mutual Funds
- U.S. ETFs
- U.S. Interval, Tender, BDCs & Closed-End Funds
- U.S.-Based Separate Accounts (Retail & Institutional)
- All Money Market Funds
- Foreign Domiciled Offerings (i.e., offshore, ETFs, UCITs, SICAVs)
Industry leaders participating in an Active ETF panel at the 2024 Leadership Summit.
Industry leaders participating in the 2024 Portfolio Construction Roundtable.