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MMD WebAccess

Comprehensive institutional investor intelligence

Create targeted contact lists and export into Excel

MMD WebAccess

MMD WebAccess is the leading resource for institutional investor information. MMD allows you to build effective relationships, enhance competitive intelligence, identify new sales opportunities and sources of capital, perform focused prospecting, and develop targeted mailing campaigns. MMD can provide its clients access to the most up-to-date information on key decision makers worldwide.

MMD WebAccess is a web-based platform that delivers accurate information on:

  • Pension Plans
  • Endowments and Foundations
  • Tax-Exempt Organizations
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Institutional Searches and Mandate Data
  • Investment Advisors
  • Standard & Poor’s Global Family Offices
  • Consultants
  • OCIO Service Providers

Profiles of firms include:

  • Key contacts, titles and their areas of responsibility
  • Firm address
  • Asset Size (defined benefit, defined contribution, endowment/foundation & other tax-exempt monies)
  • Asset allocations by plan type
  • Type of Institution (Corporate, Taft-Hartley, Public, etc.)
  • Areas of future investment interest
  • External relationships between plan sponsors and their investment managers, consultants and custodians
  • Exchanges and memberships
  • Year incorporated

Highly Accurate Research

MMD has been collecting information for 40 years and has strong relationships with thousands of firms. By conducting research year-round through personal phone calls and questionnaires, you have our assurance that the information you receive through MMD is complete and accurate.

Customizable Reports

Intuitive search functionality allows you to view firms based on a multitude of criteria including, but not limited to: contact name, firm name, firm type, location, amount of assets, and asset type. Once you have identified the firms you are looking for, you can save searches or reports for future use, or easily export all information into Excel with just one click.

Access MMD Instantly

MMD is web-based. Fast and powerful functionality allows you to access thousands of contacts wherever and whenever you need them.

MMD Fits Your Needs:

MMD WebAccess information can be customized to fit your needs. You can choose from the following databases:

Plan Sponsors

MMD provides access to comprehensive data on U.S., Canadian and International pension plans, endowments, foundations, and other organizations. Included is access to Mandate data.


MMD provides access to comprehensive data on U.S., Canadian and International Consultants
Learn more about our vast intelligence for consultants.

Investment Managers

Access detailed information about institutional investment managers and other advisors.

Standard & Poor's Global Family Offices

Forge potentially lucrative relationships with data on family offices and family office service providers.

For more information or to request a trial of MMD WebAccess, please click here.