Financial Services Industry Investment Returns:
Increasing Brokerage & Investment Management Firm Valuations

Recently Released!!!
Date Published: August 24, 2017
Summary PPT Deck: 33 Slides
Reference PPT Deck: 266 Slides


The purpose of this research is to provide readers with a comprehensive understanding of financial services industry investment returns, including those for retail banks, insurance companies, brokerage firms, & investment management firms. This research is part of Tiburon's broader coverage of financial services investment opportunities.

This research addresses the historical phases of financial services industry investment returns, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines several distinct market segments, including:

    • Retail Bank Investment Returns
    • Insurance Company Current Investment Returns
    • Brokerage Firm Current Investment Returns
    • Investment Management Firm Current Investment Returns

And this research makes several future predictions for financial services industry investment returns, including: 

  • Stagnant Retail Bank Current Valuations
  • Decrease in Insurance Company Current Valuations
  • Increase in Brokerage Firm & Investment Management Firm Current Valuations


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