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Best Selling Research Reports
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Recently Released!!!
Date Published: July 2009
1390 Pages
The purpose of this report is to provide readers with an initial understanding of the $12.0 trillion mutual funds industry. The report addresses the market's history, growth, and key issues, as well as trends in product development (e.g., target date funds, socially responsible funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-based financial advisors, independent reps, international markets). This is the third draft of Tiburon's research on this topic.
Tiburon's first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report.
Tiburon's second draft of this report was published in 2007; that draft focused on fleshing out the market history chapter, incorporating research from other Tiburon research reports, and adding significant detail to the appendix profiles of the 300 relatively smaller mutual fund companies.
This is Tiburon's third draft of this report; this draft focuses on tightening the storyline, enhancing the market history chapter, establishing & updating core industry charts, and enhancing the profiles of some core Tiburon clients, including City National Corporation (Charter Funds), Fidelity Investments, Franklin Resources, Invesco, Natixis (Looms Sayles Funds), & The Charles Schwab Corporation (Schwab Funds & Laudus Funds). This draft also includes updates to the profiles of Ameriprise Financial (J&W Seligman), Mitsubishi UFJ Financial Group (High Mark Capital), Neuberger Berman, Power Corporation of Canada (Putnam Investments), Sutton Place Associates (Forward Funds), & Wells Fargo Corporation (Evergreen Investments) due to industry developments.
Written by Tiburon Managing Principal Chip Roame & Research Associate Madhu Subramanian.
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