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Russell Mason founded the Investment Management Institute in 1981. Prior to that, Mr. Mason was Director of Education and Programs with the CFA Institute. In this capacity, he was responsible for the education of senior level investment officers with banks, insurance companies and investment advisory firms.  Mr. Mason has lectured extensively and written on such topics as portfolio management, estate planning, personal money management, security analysis and investment strategy.  He also serves the International Chamber of Commerce in providing educational forums for developing global finance and trade.  He is a graduate of the University of New Hampshire and is a member of The Boston Society of Security Analysts and the CFA Institute.


As of 2021, The Investment Management Institute network is comprised of over 25,000 professionals across the globe, providing subscribers with access to key insights, and managers the opportunity to foster institutional relationships.


IMI's Customized Solutions Practice provides strategic consulting, brand development, organizational analysis, IT, crisis management, due diligence training, marketing and leadership support to traditional and alternative asset managers.

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"I started the Investment Management Institute
to bring together the institutions engaged in investment research and the investment managers seeking allocations. Together, we advance the markets thinking around portfolio allocation to
meet the needs of
investors worldwide.

- Russ Mason, Founder, President

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