Platform Neutrality: Netflix is Worthy, NextShares Isn’t?
In early 2015, the FCC approved rules that allow the unfettered distribution of content on the internet, effectively prohibiting the concept of tolls by providers of the internet infrastructure. In a...
View ArticleMometrix Reports™ Launched
We are absolutely delighted to formally announce the official launch of our flagship research offering, Mometrix Reports™. Covering the three key areas of the individual investor driven marketplace,...
View ArticleDeutsche’s ETF spending spree paying dividends in US
Ignites article by Jackie Noblett that got picked up by the Financial Times. Momentum’s CEO Lisa Cohen is quoted. Here’s the link:...
View ArticleETMFs: What the Cool Kids are Up to Now
PDF: ETMFs: What the Cool Kids are up to Now Congratulations, Eaton Vance. Product packaging innovation is an expensive undertaking, in hard (legal, among other things) and soft costs. It’s exciting to...
View ArticleOf Course You’d Like to Launch an ETF!
PDF: Sept 2014 Of Course You’d Like to Launch an ETF There are lots of good reasons to think this makes sense. Gigantic asset flows. Huge swaths of the capital markets where active mutual fund...
View ArticleCompanies in Glass Towers
PDF: Companies in Glass Towers April 2014 Mohammed v. Bill. Nuveen sold for “just” $6B. Munder sold. Again. Evidence continues to mount that growing and maintaining a leadership position in asset...
View ArticlePlacemark Piles on ETF Strategists Amid Distributor Demand
Article published on April 1, 2014 By Danielle Verbrigghe Placemark Investments is piling ETF strategists onto its model-delivery menu amid amped up demand from registered investment advisor and...
View ArticleMegamanagers and ETF Strategists: There’s an Elephant in the Sandbox
PDF: Megamanagers and ETF Strategists: There’s an Elephant in the Sandbox | March 2014 It’s an interesting conundrum; the investment industry thrives on innovation, and the investment industry thrives...
View ArticleTurnkey Shop in Growth Mode Doubles Strategist Menu
GATEKEEPERIQ Article published on February 25, 2014 By Hannah Glover Turnkey provider FolioDynamix has doubled the number of strategists on its platform and added its first-ever mutual fund portfolio...
View ArticleETF Portfolio Revenue Sharing: Crossing the Rubicon
PDF: ETF Revenue Sharing Crossing the Rubicon Feb 2014 The practice of revenue sharing between investment management firms and broker/dealers is long and storied. The products subject to these...
View ArticleETF’s Poised to Gain Wirehouse Wallet Share
GatekeeperIQ Article published on February 11, 2014 By Danielle Verbrigghe Growing adoption of exchange-traded funds within fee-based advisory programs may propel these products to make up a much...
View ArticleSpinning Gold from AUM in 2014
All AUM is Not Created Equal… Every year Pensions and Investments surveys the 500 largest money managers to compile data about the industry to sell back to the industry. A noble undertaking, in our...
View ArticleAsset Management Cost of Distribution – An Evaluation, Assessment, and Guide...
We recently partnered with FUSE Research Network on one of their popular FUSE BenchMark Series reports – Cost of Distribution – An Evaluation, Assessment and Guide to Distribution Resource...
View ArticleNew Study Examines Advisor Decision Making
RepThinkTank (of which Momentum Partners is a founding member), through a partnership with FUSE Research Network, has just completed the first in a series of reports that analyze the inner workings of...
View ArticleMomentum Partners Launches Product Management “Boot Camp”
We are delighted to announce the launch of our new Product Management “Boot Camp” program. Call us today to tailor the program to your firm and product line and create a winning product plan for 2011!
View ArticleRepThinkTank Quarterly Confidence Report Webinar (Archived)
How confident are advisors that mutual funds, investment and insurance products will perform as marketed in the coming year? How much faith do they place in various asset classes to deliver positive...
View ArticleWebinar: Hedge-Like Mutual Funds: Knowing The Alternatives
Date: Thursday, May 20, 2010 Time: 4:15pm ET / 1:15pm PT Alternative investments weren’t fully spared the market tailspin that ended in 2009—but the market’s gyrations have certainly proved the value...
View ArticleWebinar: Advisors and the New Breed of Funds
Free Complimentary Webinar! Now available on-demand — Watch on your own schedule. Advisors and the New Breed of Funds Alternative Asset Classes, Leveraged ETFs, and More How do alternative asset...
View ArticleResponsible Investing Delivers the Good(s)
Wednesday, Feb 17th, 2010 | CSRwire Talkback CSRwire is the leading source of corporate social responsibility and sustainability press releases, reports and information. Visit CSRwire Talkback Blog Do...
View ArticleSustainable Investing: Now with ‘Legs’ for the Long Term
December 2009 | Strategic Insight | WINDOWS Into the Mutual Funds Industry First, there’s a need to agree on a common vocabulary. The term ‘sustainable investing’ is newer than SRI (socially...
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