Global Institutional Markets:
Six Substantial Markets, Including Retirement Plans, with Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations
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Date Published: July 3, 2025
Summary PowerPoint Deck: 361 Slides
Reference PowerPoint Deck: 1,560 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the global institutional markets, including retirement plans (defined contribution plans and defined benefit plans), sovereign wealth funds & foreign central banks, corporate cash & treasury services, sub-advisory businesses, insurance company reserves, and endowments & foundations. This market along with the United States and International (Non-United States) consumer wealth markets make up the global wealth & investment management market.
This research outlines the history of the global institutional markets, including:
Date Published: July 3, 2025
Summary PowerPoint Deck: 361 Slides
Reference PowerPoint Deck: 1,560 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the global institutional markets, including retirement plans (defined contribution plans and defined benefit plans), sovereign wealth funds & foreign central banks, corporate cash & treasury services, sub-advisory businesses, insurance company reserves, and endowments & foundations. This market along with the United States and International (Non-United States) consumer wealth markets make up the global wealth & investment management market.
This research outlines the history of the global institutional markets, including:
- Defined Benefit Plans Emergence & Growth Phase
- Defined Contribution Plans Growth Phase
- Baby Boomer Retirement Rollovers Plus Sovereign Wealth Funds, Corporate Cash, & Foundations Growth Phase
The research defines distinct markets of the global institutional markets, including:
- Retirement Plans
- United States of America Retirement Plans
- Defined Contribution Plans
- Defined Benefit Plans
- International (Non-United States) Markets Retirement Plans
- Sovereign Wealth Funds & Foreign Central Banks
- Corporate Cash & Treasury Services
- Sub-Advisory Business
- Insurance Company Reserves
- Endowments & Foundations
This research addresses the investment product usage within the global institutional markets, including both of investment styles and investment products.
And the research makes several predictions for the future of global institutional markets, including:
- Moderate Growth of the Global Institutional Markets
- Retirement Plans Continuing to Dominate Assets Under Management, with Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations, and with Emergence of Additional Institutional Markets, Including Healthcare Organizations, Nuclear Decommissioning Trusts, & Sovereign Funds (Native American Tribes)
- Continual Shift Towards Investing Greater Share of Assets Under Management in Passive Strategies and Alternative Investments, Especially Private Markets (Venture Capital, Private Equity, & Private Credit)
- Emergence of Sustainable Investing (ESG), Especially in the International (Non-United States) Markets
- Continuing Dominance of Separate Accounts Across Global Institutional Markets, with Emergence of Collective Investment Trusts in Defined Contribution Plans Market
- Continued Decline in Institutional Markets Management Fees & Growing Institutional Markets Investment Manager Market Share Concentration
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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:
