Leveraged & Inverse Funds:
Index Products Seeking to Generate Returns that Multiply Market Effects

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 leveraged & inverse funds. ProFunds & Guggeheim Investment partners have been leaders in this market. This research fits within Tiburon's index investing series, which in turn fits within, 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 leveraged & inverse funds, including: 

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This research addresses the four historical phases of the leveraged & inverse funds, 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:

    • Leveraged Funds
    • Inverse Funds

And this research makes the following future predictions for the leveraged & inverse funds business, including: 

  • Moderate Growth in Leveraged & Inverse Funds
  • Academic Argument Potential
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