Publications

Staying current on financial services industry trends and happenings is a key part of any investment professional’s job. As an ethical and trustworthy conduit to cutting-edge investment strategies, IMCA provides valuable information on everyday issues, research, and theory through several complimentary publications for IMCA members:

• Investments & Wealth Monitor—IMCA’s members-only, bimonthly educational magazine features industry news, discussions of timely investment topics, legislative and regulatory updates, business development tips, legal information, and wealth management. Access content by browsing articles online, downloading current and past articles, or purchasing professional reprints.  
• The Journal of Investment Consulting—IMCA’s premier, academic publication focuses on empirical, graduate-level research and includes commentary from academic authorities and industry leaders. IMCA members enjoy complimentary access to content online and in print form.
• IMCA Legislative Intelligence—IMCA’s monthly e-mail update that keeps pulse on Washington happenings, offering insight into legislative and regulatory developments that impact members and their clients.
• IMCA Insight—IMCA Insight is a comprehensive, bi-weekly e-newsletter featuring a mix of IMCA news and industry highlights, delivered through a partnership with SmartBrief.
• IMCA Research Quarterly—A proprietary, in-depth quarterly publication designed for IMCA members, by IMCA members. The research is analyzed and reported by industry leader Cerulli Associates and details how IMCA members deliver best practices around topics such as portfolio construction, institutional consulting, managed accounts, and alternative investments.
• IMCA Case Study Connections—Case Study Connections presents a study on a topic that is both timely and relevant to the investment consulting and wealth management industry.
• Bloomberg Businessweek: IMCA members receive a free subscription to Bloomberg Businessweek magazine.
• Model RFPs. Three Model Requests for Proposals (Model RFPs)—one each for equity investments, fixed income investments, and real estate investments—are available to help smaller institutional investors streamline and improve their processes of selecting money managers. 
• Questionnaires. IMCA’s Hedge Fund of Funds and Investment Manager Questionnaires offer due diligence guidance through a customizable template.