Closed-End Mutual Funds:
A Small But Lucrative Market
Recently Released!!!
Date Published: March 14, 2023
Summary PowerPoint Deck: 59 Slides
Reference PowerPoint Deck: 204 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the closed-end mutual funds market. The research addresses the market's history & growth, as well as trends in product development, pricing parameters, & distribution channels. This research is part of Tiburon's broader coverage of registered investment companies.
This research addresses the key historical phases of closed-end mutual funds, including:
Date Published: March 14, 2023
Summary PowerPoint Deck: 59 Slides
Reference PowerPoint Deck: 204 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the closed-end mutual funds market. The research addresses the market's history & growth, as well as trends in product development, pricing parameters, & distribution channels. This research is part of Tiburon's broader coverage of registered investment companies.
This research addresses the key historical phases of closed-end mutual funds, including:
- Early Phase
- Middle Phase
- Recent Phase
- Closed-End Equity Mutual Funds
- Closed-End Fixed Income Mutual Funds
- Direct Distribution
- Financial Advisor Channels
- Institutional Markets
And the research concludes with future predictions for closed-end mutual funds, including:
- Moderate Growth for Closed-End Mutual Funds
- Continuing Dominance of Fixed Income Products
- Evolving Markets & Distribution Channels
Tiburon Member Access:
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
