Momentum Partners is a boutique research advisory firm with specialized expertise in investment management, financial services, and related businesses. Founded in 2006, the firm is based in the greater Boston area.

Designed to provide C-Suite Executives and Distribution Leadership with the independent information and market intelligence required to grow and retain assets under management in this increasingly challenging environment, Mometrix Reports™ from Momentum Partners provide detailed reporting and analytics, customized to each firm and product line, on the immediate business opportunities in the mutual fund, separate account, and ETF marketplaces.

In addition to the robust and detailed quantitative coverage, reports include qualitative discussion of critical path business issues such as passive v.active products, emerging product packages and investment methodologies, and more. Subscriptions include ongoing access to Momentum’s senior staff, all of whom have served in senior level operating and investment roles in the industry. Sample reports and pricing are available upon request.

UPCOMING EVENTS

Monthly Research Call April 30, 4:15 pm EDT

(Date adjusted by request for post April School Vacation Week)

RECENT EVENTS