Concentrated Portfolios:
Custom Index Products

Recently Released!!!
Date Published: April 18, 2017
Summary Power Point Deck: 52 Slides
Reference Power Point Deck: 604 Slides

The purpose of this research is to provide readers with a comprehensive understanding of concentrated portfolios. Parametric has been a leader in this market. This research fits within Tiburon's Index Investing series, which in turn fits withnin, Tiburon's wealth management series, which includes a wide variety of trending topics.

This research then summarizes the key drivers behind the rapid growth in concentrated portfolios, including: 

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This research addresses the four historical phases of the concentrated portfolios, including: 

  • Indexed Separate Accounts Emergence Phase
  • Index Mutual Funds Emergence Phase
  • Exchange Traded Funds (ETFs) Emergence Phase
  • Exchange Traded Funds (ETFs) Dominance Phase

    This research defines market segments, including:

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And this research makes the following future predictions for the concentrated portfolios business, including: 

  • Reemergence of Concentrated Portfolios
  • Prediction #2
  • Prediction #3
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