--- MAY 4, 2007 ---

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Tiburon is pleased to announce the release of three research reports, including updated versions of its Mutual Funds, Indexing & Exchange Traded Funds, and Hedge Funds reports. All three of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on the products, markets & distribution channels, as well as future predictions for the respective industries

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Tiburon's Three Newly Updated Research Reports (Mutual Funds, Indexing & Exchange Traded Funds, and Hedge Funds)

Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. Tiburon recently updated three of its research reports, including its Mutual Fund, Indexing & Exchange Traded Funds, and its Hedge Funds reports.

Mutual Funds

Please click the image above to view the table of contents for Tiburon's newly updated Mutual Funds Research Report

The $10.6 trillion mutual funds industry deserves an encyclopedic review and this is it. This report addresses data flows, trends in product development (e.g., balanced funds, lifestyle funds, socially conscious funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-only financial advisors, independent reps). The report includes profiles of over 400 mutual fund companies.

Tiburon’s first draft of this report was published in 2005; that draft was a relatively quick effort at compiling information on a very large market. This second draft focused on fleshing out the history chapter, adding structure to the appendix, adding significant detail to a handful of large mutual fund companies profiles in the appendix, and reformatting the underlying Power Point pages.

Two separate audiences should find this report helpful. Executives at mutual fund companies, (or other product manufactures like insurance companies and annuity companies) should find this report helpful in determining their firm’s strategy. Gaining a solid understanding of Tiburon’s perspectives on the mutual funds industry and emerging trends. Furthermore, executives should be able to take away a solid understanding of Tiburon’s views on the potential of each market, allowing executives to focus their distribution resources. In addition, executives at distribution companies (broker/dealers, banks, & insurance agencies), the report offers details on the mutual funds industry, assisting their firms in determining which firms with which to partner.

Indexing & Exchange Traded Funds

Please click the image above to view the table of contents for Tiburon's newly updated Indexing & Exchange Traded Funds Research Report

One of the hottest trends in the industry is exchange traded funds (ETFs) and indexing. Firms such as Barclay's, State Street, and Vanguard are out in front. Other firms like DFA, Rydex, and Pro Funds are developing more advanced products. In any case, exchange traded funds & index funds are hot. This report will predict their future.

Tiburon’s first draft of this report was published in 2006; that draft organized all Tiburon research on the market-linked products industry into one report. This second draft of this report focused on fleshing out the history chapter, adding structure to the appendix, and reformatting the underlining Power Point pages.

Three separate audiences should find this report helpful. Executives at market-linked products companies (exchange traded funds and index separate account managers), should find this report helpful in determining their firm’s strategy. They should gain a solid understanding of Tiburon’s perspectives on the market-linked products industry and emerging trends. Furthermore, executives should be able to take away a solid understanding of Tiburon’s views on the potential of each market, allowing them to focus their firm's distribution resources. In addition, executives at distribution companies (broker/dealers, banks, & insurance agencies), the report offers details on the indexing industry, assisting their firms in determining which firms with which to partner. Finally, executives at mutual fund companies will gain a better understanding of the players and new entrants into this fast growing industry, many of whom are competitor mutual fund companies.

Hedge Funds

The hedge funds industry weathered numerous storms in the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, and Soros. However, all the while, hedge funds continued to grow, and an impressive hedge funds-of-funds business emerged. Subsequently, the market volatility of 2000-2003 pointed many firms in the direction of hedge funds and hedge funds grew even quicker. Performance in 2004-2005 has now provided a set-back. This report explains the four types of hedge funds, identifies the leading managers of both funds and funds-of-funds, and outlines successful strategies for distribution into the high net worth market.

Please click the image above to view the table of contents for Tiburon's newly updated Hedge Fund Research Report

The purpose of this report is to provide the reader with an understanding of the hedge funds industry. It will be Tiburon's most comprehensive effort to date at putting its views of hedge funds into a single report.

Tiburon’s first draft of this report was published in 2000 before hedge funds caught the attention of many financial institutions and financial advisors; that version was actually a broad report addressing hedge funds, venture capital & private equity, real estate, & other alternative investments. Tiburon’s second draft of this report compiled just a month later in 2000, was its first stand-alone hedge funds report. Tiburon’s third draft of this report includes refinements to its table of contents to bring it into alignment with other established research reports, updates to some data in this fast growing business, significant new detail throughout the report, additional information to many company profiles in the appendix, and substantial refinements to the format of the underlying Power Point pages.

Three separate audiences should find this report helpful, including executives at product companies (mutual fund companies, insurance companies, and annuity companies), executives at distribution companies (broker/dealers, banks, & insurance agencies), and individual financial advisors. First, if you are an executive at a financial services product company, this report should provide you with a solid review of your own market, as well as your competitors’ strategies. The report will also explain Tiburon's perceived opportunities by firm.

In addition, executives at financial services distribution companies (broker/dealers, banks, & insurance agencies) will find a solid review of the market in which their products may be distributed, and opportunities for distribution.

Finally, for individual financial advisors this report offers a comprehensive understanding of the hedge funds industry.

Tiburon Research Reports

Please click the image above to visit Tiburon's web site to see the table of contents for Tiburon's 26 currently published research reports, including its Mutual Funds, Indexing & Exchange Traded Funds, and its Hedge Fund research reports

Tiburon created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, and wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-only financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as A Comprehensive Overview of Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors, and Trends in Succession Planning, Firm Valuations, & the Acquisition Market for Financial Advisors.

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 $500 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.

Tiburon Research Report Retainer Program

For firms interested in multiple reports and with at least 10 more reports planned for 2007, the Tiburon Research Report Retainer program is a significant value for your firm. At the suggestion of numerous Tiburon clients, Tiburon recently created this new 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 numerous Tiburon clients, including Albridge Solutions, Ever Bank Financial, Fidelity Investments, Groupe Caisse D'Epargne, Morgan Stanley, Morningstar, SEI Investments, Societe Generale, State Street Corporation, The Charles Schwab Corporation; The McGraw Hill Companies, UBS, and Wells Capital consolidate their research needs and budgets.

To subscribe to Tiburon Research Report Retainer Program, please contact Brian Cotter at BCotter@TiburonAdvisors.Com.

Existing Tiburon Research Reports

As noted, Tiburon has published twenty-six research reports to date:

  • English Speaking Countries Markets
  • Latin America Markets
  • Offshore Markets
  • Financial Advisor Benchmarking & Best Practices
  • Technology Developments
  • Financial Advisor Mergers & Acquisitions
  • Independent Rep Best Practices
  • Fee-Only Financial Advisors (RIA) Best Practices
  • Tax Pro Best Practices
  • Future of Advice
  • Consumer Wealth & Target Markets
  • Institutional Mergers & Acquisitions
  • Mutual Funds
  • Separately Managed Accounts & Other Fee-Account Programs
  • Exchange Traded Funds & Other Market Linked Products
  • Hedge Funds
  • Venture Capital & Private Equity
  • Real Estate
  • Other Alternative Investments
  • Insurance Products & Risk Management
  • Estate Planning & Charitable Giving
  • Independent Advisor Life Insurance Strategies
  • Independent Advisor Trust Services Strategies
  • Online Financial Services Market
  • Independent Rep & Independent Broker/Dealer Market
  • CPAs & Tax Pros Market


More Information

To learn more about Tiburon's three recently published research reports and address your company's research needs for 2007, please contact Brian Cotter at BCotter@TiburonAdvisors.Com.

Related Releases

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Tiburon Strategic Advisors

Tiburon Strategic Advisors, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:

  • The firm has served almost 300 corporate clients and completed almost 1,000 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
  • Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. 2008-2009 dates are April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon's Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
  • Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.
  • Tiburon has published twenty-six ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Brian Cotter at BCotter@TiburonAdvisors.Com or (415) 789-2546.
  • Tiburon's weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 40,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon's web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.
  • Tiburon plans to expand its workforce in 2007. New research managers will develop proprietary research content for Tiburon research reports and client projects and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add principal candidates and possibly both chief operating officer and chief consulting officers in 2007.
  • Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon's executive programs directly or ask that they be included in any ongoing Tiburon project.

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