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Tiburon Research Reports
These ~300-400 page reports follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments, including recent developments, competitor rankings, and leading competitors' strategies. The firm attempts to position its reports as reference documents, and not as short-term newsworthy editorials. While Tiburon has been repeatedly told that its research reports are worth much more, they are priced at just $5,000 each because Tiburon believes that the information should be shared widely and that sharing the research will lead to market research & strategy consulting projects over time. Reports can be sent immediately as PDF documents electronically. Bound copies can be printed and mailed for an additional $1,000 each. Tiburon plans to continually update these reports and publish additional reports in the future; please let the firm know if there are topics that you desire to see covered. If you are interested in purchasing any of Tiburon's research reports, please click here to Order A Research Report online. To receive notification of Tiburon's latest research, please Sign Up To Receive Tiburon Research Releases. And for those clients needing more customization and two-way discussions, please see Tiburon's Market Seminars service and feel free to design a custom seminar to suit your needs. Tiburon Research Report Topics Tiburon's research report series is currently made up of 41 reports (with the potential of another 56 coming soon as the firm aims to develop a family of 97 core research reports); the most recently published reports are summarized below: In an effort to introduce industry executives to Tiburon's research reports, a free copy of the 245 page 2005 version of Tiburon's Future of Advice report is provided at this link...
The paragraphs below provide overviews of each report and the printer symbol next to each report will access each report's detailed table of contents. Tiburon Research Reports 2008 Tentative Publishing Schedule Tiburon's 2008 research report calendar is subject to change as it is driven by Tiburon's market research & strategy consulting projects, but currently the target reports for 2008 include:
Tiburon Research Report Retainer At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research reports published in a calendar year (delivered online) for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. Tiburon Sponsored Research Reports Numerous Tiburon clients have sponsored research reports ($35,000), which entitles them to widely distribute the reports to their employees and/or clients. Tiburon also retains the rights to offer these reports for sale. Tiburon Research Process Readers should find Tiburon research reports to be both comprehensive and unbiased in their opinions. Tiburon is not a narrowly defined research firm and does not necessarily seek to earn substantial revenues selling research reports (all Tiburon reports are offered for sale at $5,000 each, which comes nowhere close to even covering the time invested). Instead, Tiburon conducts extremely detailed research to support critical, strategic consulting assignments for its financial services industry clients. As part of Tiburon’s traditional consulting efforts, before focusing on customized client analyses and to get thoroughly immersed in a business segment, Tiburon typically conducts more than a half-dozen research steps:
The core of all Tiburon research reports is the body of the report, typically offering some historical lessons, a thorough understanding of the current status of the topic, and a series of predictions for the future of the market. Due to some client requests (and to add additional depth to its reports), Tiburon typically includes an appendix to each research report, whereby it incorporates profiles of leading competitors in the defined market. These profiles will vary widely in depth and timeliness, as this research is conducted outside of the research report writing process. In other words, most Tiburon reports will be relatively comprehensive in their coverage of current events but may have some gaps in company profiles. Tiburon clients will necessarily have more in-depth profiles than non-clients. Tiburon updates reports periodically depending on the evolution of each market and the demand for such, so the firm welcomes readers to share any feedback, input, or ideas by email, phone, or in-person. In accordance with Tiburon's traditional research process, future versions of Tiburon reports will attempt to take their research further, including developing more detailed profiles of each firm and incorporating more opinions from other industry observers that can help further explain the conclusions. Tiburon Personal Consultations Policy Although, it may seem harsh on the surface, Tiburon is unable to address follow-up questions as part of the price of purchasing Tiburon research reports. Tiburon necessarily had to create this policy to maintain fairness to the purchasers of incremental reports under development. Simply said, because Tiburon offers its reports for sale at just $5,000, the firm is unable to keep research managers dedicated to individual topics. Hence, at the point in which report purchasers may have questions, the research manager is likely conducting research on a far different topic. Repeatedly pulling research managers off current reports under development to look back at other reports would be both cumbersome and unfair to the purchasers of the new reports, and Tiburon would necessarily need to increase the cost of its reports. That said, in response to numerous requests to engage in discussion & debate regarding various topics, Tiburon has developed a market seminar service whereby a Tiburon principal and the lead research manager on any Tiburon research report will present such report, answer questions, and brainstorm the implications of such in a partial day visit with a client's executives. The price of a market seminar is $15,000 plus travel expenses. Hence a market seminar is intended to be the best Tiburon service for clients seeking both a written report and the opportunity to address questions to Tiburon executives. Please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 to schedule a market seminar. Tiburon Research Report Refund Policy Periodically (far less than 1% of the time after hundreds of purchases), Tiburon research report purchasers have sought refunds, which has caused hardship and wasted time for Tiburon, hence the following policy now exists for all Tiburon research report purchases. Tiburon is unable to make any financial refunds for reports. Both fulfilling reports and processing refunds take up Tiburon time, and given that the reports are written as a low cost accommodation service, Tiburon needs to manage its time well, prioritizing market research & strategy consulting clients. Furthermore, given that reports are delivered via email, returns are impractical. If it helps, Tiburon will attempt to send replacement reports (either the next version of the same report or another report all together) as long as invoices are paid promptly under the terms of the original order (net 30 days). That said, please observe three suggestions before ordering any Tiburon research report:
Tiburon Signature Research Report The Future of Advice: Defining the Winning Products, Channels, & Tactcal Strategies BEST SELLER!!!
Date Published: January 2005 The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, and wealth management industries. In short, this report intends to define the future of advice. The report addresses the huge opportunity in consumer wealth, the short-term challenges, and the increasing level of competition. The report predicts how the affluent consumer segment will evolve and how this will make financial advisors evolve. The report will also define four keys for product delivery in the future - separately managed accounts, indexing & alternative investments, wealth management services, and family office services; and three keys for building successful advisory businesses - defining target markets, building business infrastructure, and planning for succession. This is Tiburon's first effort at addressing the future of advice; it was written in 2005 and the goal is to consolidate prior thinking into one report. Written by Tiburon Managing Principal Chip Roame & Research Manager Jeff Nagy. Key Driving Factors Reports RECENTLY RELEASED!!!
Date Published: May 2008 The purpose of this report is to provide readers with an initial understanding of the key driving factors within the financial services industry, including consumer wealth, institutional markets, & current events. This report serves to consolidate the highlights of the findings across those three critical reports. This is the first draft of Tiburon’s research on this topic. This is Tiburon’s first draft of this report; the goal is to consolidate prior thinking into one report. Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez. Consumer Wealth, Liquefaction, & the Retirement Income Challenge: The Impact of the Decline in Home Equity BEST SELLER!!! RECENTLY RELEASED!!!
Date Published: May 2008 The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis (or retirement income challenge), and baby boomers’ likely pending liquefaction. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for baby boomers’ perceived savings crisis, including the decline in pension plans, the social security & medicare industry’s challenges, and the low consumer savings rate. The report also addresses the key pending liquefaction, whereby baby boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the third draft of Tiburon’s research on this topic; at this point, it is fairly well developed. Tiburon’s first draft of this report was published in 2005. That draft was combined with Tiburon’s financial advisor sales & marketing report. It outlined the number of consumers, their wealth, potential target markets, and sales & marketing strategies. The second draft of this report was published in 2007; it was unbundled from Tiburon’s equally good financial advisor sales & marketing research report. That version updated all of consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report. That version also outlined Tiburon’s refined views on the perceived savings crisis and the pending liquefaction. This is Tiburon’s third draft of this report. This draft updates all of the consumer wealth data using the fourth quarter 2007 Federal Reserve Flow of Funds report, fleshes out the specific challenge posed by the decline in baby boomers’ home equity, and incorporates dozens of useful analysis, as well as tightening the storyline. Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez. RECENTLY RELEASED!!!
Date Published: May 2008 The purpose of this report is to provide readers with an initial understanding of the institutional markets, including defined benefit plans, defined contribution plans, endowments & foundations, corporate cash, and sovereign wealth funds. This is the first draft of Tiburon’s research on this topic. This is Tiburon’s first draft of this report; the goal is to consolidate prior thinking into one report. Written by Tiburon Managing Principal Chip Roame & Research Manager Will Stockton. Current Events: Financial Services Industry Impacts from the World Around Us
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of a variety of forces, including world political events, the economy & the markets, corporate scandals & industry stumbles, regulatory & compliance issues, year-end issues, and the presidential & congressional elections on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. World Events: Impacts of the World's Issues
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of world political events on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. The Economy & the Markets: Potential Impacts on the Growing Investments Business
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of the economy & the markets on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. Corporate Scandals & Industry Stumbles: Which Firms Won & Lost?
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of the numerous corporate scandals & industry stumbles on the growing investments business. The early and mid 2000s have brought numerous corporate scandals and industry stumbles. From the stock analysts scandal to the mutual funds scandal, insurance scandal, hedge funds scandals, and now sub-prime mortgage crisis, this report will reveal which companies stand to win and lose. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. Regulatory & Compliance Issues: Where are we Headed?
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of regulatory & compliance issues on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. Year-End Issues: Impacts on the Growing Investments Business
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of year-end issues on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. The Presidential & Congressional Elections: Implications of Democratic & Republican Wins
Date Published: TBD The purpose of this report is to provide readers with a summary of the impacts of the presidential & congressional elections on the growing investments business. Stay tuned for a more detailed summary of this upcoming research report! This is Tiburon's first draft of this report; the goal is to consolidate prior thinking into one report. The initial draft of this research report will be bundled into Tiburon's planned Current Events research report. Being written by Tiburon Managing Principal Chip Roame & Research Manager Andrew Savage. |
