Exclusively for investment management firms, IMEA Membership offers a unique forum for executives to connect, exchange perspectives, gain insights, and strengthen the industry’s efforts to serve Advisors, Investors, and other key groups.
EXECUTIVE COUNCILS
A primary benefit of IMEA membership, Executive Councils bring together Data, Distribution, Marketing, and Product professionals to examine strategies, exchange ideas, and discuss trends. Councils are led by Steering Committees, which Members can join or lead, and groups exist for specific topics like ESG and portfolio construction.
IN-PERSON & VIRTUAL EVENTS
Gain insights from thought leaders and share perspectives on key issues at in-person and virtual events hosted by Executive Councils regularly throughout the year. Events feature presentations, breakout sessions, and roundtable discussions, which Members can lead.
EXCLUSIVE CONTENT
By logging into the Member website, Members can access the IMEA Podcast, event highlights, presentation slides and replays, Member contact and event attendee lists, and more to stay connected and informed.
CONSULTANT RESEARCH & INSIGHTS
At events and online, IMEA Members can access the latest research and insights from leading industry consultants, and IMEA Sponsors and Partners, including Seismic, SS&C Technologies, Broadridge, and others.
MEMBER INQUIRIES
Anonymously survey Members to gather perspectives on key issues ranging from Advisor expectations to the future of distribution, and more. When requested, IMEA will distribute the survey, provide summarized findings, and connect you with willing respondents directly.
STAR AWARDS
The STAR Awards has honored outstanding investment management firm education and innovation efforts for over 25 years. In addition to receiving feedback to improve future efforts and industry recognition, Members can participate at a reduced rate.
ADVISOR & INVESTOR EXPOSURE
Share your firm’s educational blogs, podcasts, investing tools, and other content on IMEA’s Investor Education Center and Advisor Education Center websites to gain increased exposure to the Advisors and Investors who use these platforms for education, commentary, and insight.
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Industry leaders participating in the partner client perspective panel at the 2022 All-Council Summit.
Members of the IMEA Marketing Council engaging at the 2022 All-Council Summit.
