Managed Exchange Traded Funds (ETFs) Programs:
Low Cost Managed Accounts

Recently Released!!!
Date Published: April 20, 2017
Summary Power Point Deck: 55 Slides
Reference Power Point Deck: 992 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the managed exchange traded funds (ETFs) programs market. The market consists of 120 managed exchange traded fund (ETF) programs with $45 billion assets under management & $25 billion net flows. Leaders include F-Squared Investments, The Charles Schwab Corporation (Windhaven Investment Management), Good Harbor Financial, & Morningstar. Nearly all industry experts have high expectations for this market. This research is incorporated into Tiburon's broader coverage of both managed account programs and exchange traded funds (ETFs).

This research addresses the three historical phases of the managed exchange traded funds (ETFs) programs market, including: 

  • Emergence Phase
  • Stumbles Phase
  • Growth Phase

    This research defines two product markets, including:

    • Proprietary Managed Exchange Traded Funds (ETFs) Programs
    • Third-Party Managed Exchange Traded Funds (ETFs) Programs

And this research makes the following future predictions for the managed exchange traded funds (ETFs) programs market, including: 

  • Substantial Growth in Managed Exchange Traded Funds (ETFs) Programs
  • Primary Success by Third-Party Exchange Traded Funds (ETFs) Programs
  • Continuing Low Margins
  • Blending of Exchange Traded Funds (ETFs) Strategists and Managed Exchange Traded Funds (ETFs) Programs Businesses
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