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Guide to Investment Management Firms in Massachusetts News and Trends

Find out the latest about activities of investment management firms in Massachusetts


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Whether you're an investor or an investment banker, keeping up with investment management firms in Massachusetts news and trends can help you make the most of a changing market. Of course, we live in a global economy, and there is a wealth of investment information available to help you make sense of national and international markets. But if you work for an investment management firm in Massachusetts or have money invested with one, you would do well to know what's going on in your own backyard.

Many investment firms in Boston, MA do have global reach, while others keep their focus closer to home. With thriving tech and biotech sectors, there are plenty of opportunities for local investment firms to invest Massachusetts businesses. Depending on your needs, here are some places where you might find information:

1. Professional organizations for Massachusetts investment services.

2. News outlets that cover Massachusetts business and investment.

3. Information published by a Massachusetts investment management firm itself.

Action Steps
The best contacts and resources to help you get it done

Get news from professional associations for investment management in Massachusetts


If you work for a MA investment management firm, you would do well to join a professional organization. Associations for investment bankers offer plenty of networking opportunities for members, in addition to publications geared directly to their concerns.

I recommend: The Massachusetts Bankers Association (MBA) publishes its official quarterly magazine, the Massachusetts Banker. You can also read the organization's news releases, and access articles that feature the MBA. The Financial Planning Association of Massachusetts publishes The Planner exclusively for members; or you can get a press kit by contacting its public relations office.

Read media coverage of investment management in MA


There is a sea of financial information published by respected media outlets. The good news is that you can find information tailored to goings on in the Massachusetts market.

I recommend: Business Exchange publishes a feed of news and blog content that features investment management firms in Boston, and Massachusetts in general. The Boston Globe's business section lists the Massachusetts stock index, and covers business and Massachusetts investment firms. The Boston Business Journal has in-depth information on trade and investment that relates to the state. EIN News publishes a New England investment feed, with stories on everything from government policy to business and investment trends.

Find news directly from Massachusetts investment management services


As an investor, you can benefit from keeping up with news put out by your investment firm. If you're a company seeking an investment firm to raise capital or oversee a merger, you can find out who the firm has worked with in the past. Most firms publish an outlook on the year ahead and other reports of interest to the investment community.

I recommend: Newberry, Piret & Co. publishes articles on company events, partnerships, promotions and awards, in addition to a "Perspectives" section that offers advice to investors. The Boston Private Bank & Trust Company also has advice for investors, including how to work with a banker and develop an investment strategy.
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