Cash Investments:
An Industry in Evolution and/or a Profitable Niche Business?

Date Published: August 2010
Comprehensive Power Point Deck: 116 Slides
Summary Power Point Deck: 66 Slides

The purpose of this report is to provide readers with an initial understanding of the cash investments & bank savings products market, including recent challenges and potential regulatory changes to money market funds. Tiburon has a parallel report that addresses the retail banks channel; this report addresses the products of cash investments and bank savings accounts.

This research addresses the three historical phases of the cash investments market, including: 
  • Early Phase
  • Innovation Phase
  • Restructuring Phase

    This research defines two distinct markets segments including:

    • Cash Investments
    • Bank Savings Products

    This research outlines four markets & distribution channels including:

    • Direct Distribution
    • Financial Advisor Markets
    • Institutional Markets
    • International Markets

And this research makes the following future predictions for the cash investments market, including: 

  • Slow Decline of Money Market Funds & Shift Back to Bank Savings Products
  • Continued Evolving Product Structure Shifts
  • Increasing Importance of Direct Distribution & Institutional Channels
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