Upcoming Events

41st Annual Marketing & Sales Conference
April 29 - May 1, 2018
National Doral Miami
Miami, FL

2018 Fall Conference
October 10-11, 2018
The Westin New York at Times Square
New York, NY

26th Annual AIMSE Canadian Conference
January 16-17, 2019
Intercontinental Toronto Centre
Toronto, ON

Become a Member

AIMSE Membership Brochure

  • Active Member
    AIMSE Active Membership is open ONLY to those who devote all or a major portion of their time to the marketing or selling of investment management products/services. Membership is by individual only.
  • Associate Member
    AIMSE Associate Membership is open ONLY to those who are regularly engaged in and devote a significant portion of his/her time to business activities directly relating to or involving the provision of goods and educational information and services to further enhance and promote the profession of investment management marketing and sales. Membership is by individual only.

*AIMSE membership is based upon the calendar year and expires 12/31 annually.

AIMSE Member Benefits


Founded in 1977, the Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Beginning with 125 members, AIMSE today has close to 800 members nationally.


Positions at Respective Firms
Partners, Managing Directors, Vice Presidents, Associates

Institutional Sales, Investor Relations, Consultant Relations, Marketing Executives, Global Heads of Distribution

Types of Investment Firms
Every size and shape firm in the institutional investment industry
Global, national and regional firms
Single strategy boutiques
Multi-faceted, broad investment platforms
Traditional long-only equity and fixed-income firms
Alternatives firms with hedge funds, private equity and real estate investment strategies

AIMSE is access to Industry Insights and Trends
Industry Best Practices
Peer Interaction
Consultants & Plan Sponsors
Alternative Sales and Distribution Strategies


  • Access to information on key market is trends impacting plan sponsors, consultants, sales channels, and investment product demand
  • Access to industry-wide best practices
  • Access to knowledge that will raise the quality of your sales and marketing interactions
  • Access to consultants and plan sponsors
  • Access to sales and marketing plan development expertise

AIMSE REGIONAL EVENTS provide opportunities for education on current investment issues, insights into the latest sales and marketing techniques, and networking opportunities delivered in smaller, manageable settings with peers and contacts from your local area.

AIMSE CONFERENCES feature educational workshops, professional development courses, consultant and plan sponsor roundtables, motivational speakers, and exhibits.

A hallmark of AIMSE conferences, the CONSULTANT & PLAN SPONSOR ROUNDTABLE SESSIONS put you in the room with top consultants and plan sponsors where they give you unique insights into issues currently impacting their organizations and the corresponding effect on their asset allocation and manager selection decision-making processes.

Fund Sponsors Represented at Recent AIMSE Events:
Alberta Teachers' Retirement Fund, Alliant Techsystems, Inc. (ATK), Allstate Investments, Beaumont Health, BMO Bank of Montreal, CAAT Pension Plan, Canadian Medical Protective Association, Colorado State Treasury, Fidelity National Financial, Inc., George Weston Limited, Hanesbrands, Harris Corporation, Helmsley Charitable Trust, Highland Associates, Maple Leaf Foods, Mercy Investment Services, Northern Trust Investments, OPSEU Pension Trust, Perella Weinberg Partners, Penn State University, Public School Retirement System of Missouri, ProAssurance Corporation, Royal Bank of Canada, Texas Tech University System, Textron Inc., Truth Initiative, United Church of Canada Pension Fund, United Technologies Corporation, UPS Investments, US Airways, Verger Capital Management

Investment Consultants and Asset Allocators Represented at Recent AIMSE Events:
Albourne America, Aksia, AndCo Consulting, Atlanta Consulting Group, Aon Hewitt, Callan Associates, Cambridge Associates, CAPTRUST Financial Advisors, Clearbrook Global Advisors, Cornerstone Institutional Investors, Inc., DiMeo Schneider & Associates, Eckler Ltd., Ellement, Ellwood Associates, Fund Evaluation Group, Gavion, Hewitt Ennisknupp, Highland Associates, LCG Associates, Marquette Associates, Meketa Investment Group, Mercer Investment Consulting, Merrill Lynch Wealth Management, Mourneau Shepell, NEPC, Nu Paradigm Investment Partners, Pavilion Advisory Group, Pension Consulting Alliance, Inc., Proteus, Rocaton Investment Advisors, Russell Investments, Segal Rogerscasey, Strategic Investment Group, Strategic Investment Solutions, Sellwood Consulting, Slocum, Willis Towers Watson, Verus, Wilshire Associates