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

Momentum Partners now offers Mometrix Reports ™, which provide detailed information, updated monthly, on the immediate business opportunities in the mutual fund, separate account, and ETF marketplaces. In addition to the robust and detailed quantitative coverage, each monthly report includes qualitative reporting on critical path business issues such as flows to 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

2015 Kickoff Research Call, January 15 4:15 EST

RECENT EVENTS