MMI Releases First of Its Kind White Paper on Risk Complete With Investor Checklist

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Thu Jul 30, 2009 3:34pm EDT

MMI Releases First of Its Kind White Paper on Risk Complete With Investor
Checklist
---PAPER PROVIDES THOUGHT LEADERSHIP ON INVESTMENT RISK ---





WASHINGTON, July 30 /PRNewswire/ -- MMI, the national organization for the
managed investment solution and wealth management industry, today announced
the release of its white paper "Understanding and Managing Investment Risk: A
Resource Guide for Prudent Investors".  

Written by industry experts, led by Jay Link, Chairman of the MMI Risk
Management Committee, the paper addresses events leading to the global
economic and market downturn. It details how to identify the key risk factors
for investing, understand them and employ strategies to mitigate risk in the
various phases of investing. 

"MMI has identified the most critical risks facing investors today. This white
paper is designed to help advisors provide clients an unbiased viewpoint and
perspective on those potential risks. The bonus in this paper is an
unparalleled worksheet called the 'Investor's Risk Checklist' that inventories
investment risks. The Checklist is an invaluable tool for advisors to open a
dialogue with investors," said Christopher L. Davis, President, MMI. 

The paper also includes a comprehensive risk resource library that catalogues
valuable sources of information on all aspects of risk covered in the white
paper and additional resources every informed investor should have. 

MMI Chairman of the Board of Governors, Charles Widger said, "MMI has
developed an informative conversation starter for advisors to use in
discussions with clients to restore confidence and trust. The checklist is an
inspired instrument to facilitate dialogue between investors and their
advisors." Mr. Widger is also Chairman and CEO of Brinker Capital. 

The paper can be downloaded from the members' only section of the MMI at
www.mminst.org.  If you are not a member and would like information on
becoming a member, please contact Arlen Oransky, VP Member Development,
(212)-309-6451 or aoransky@mminst.org. 

The Money Management Institute (MMI) Since 1997 MMI has been the leading voice
for the global financial services organizations that provide advice and
professionally-managed solutions to individual and institutional investors. 
Through industry advocacy, educational initiatives, regulatory affairs, data
reporting and professional networking, MMI supports and advances the growth of
managed investments.  Our members' advice-driven investment solutions are
responsive to an evolving worldwide financial landscape and their
organizations are committed to the highest standards of fiduciary
responsibility and ethical conduct. For more information, visit
www.mminst.org. 

SOURCE  Money Management Institute

Hilary Fiorella, +1-908-655-7760, hfiorella@mminst.org
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