Global Institutional Markets:
Substantial Markets, Including Retirement Plans, with Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations
Recently Released!!!
Date Published: June 26, 2024
Summary PowerPoint Deck: 330 Slides
Reference PowerPoint Deck: 1,562 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 institutional markets, including:
Date Published: June 26, 2024
Summary PowerPoint Deck: 330 Slides
Reference PowerPoint Deck: 1,562 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 institutional markets, including:
- Defined Benefit Plans Introduction Phase
- Defined Benefit Plans Growth Phase
- Defined Contribution Plans Growth Phase
- Baby Boomer Retirement Rollovers Plus Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations Phase
The research defines distinct markets of the institutional markets, including:
- Retirement Plans
- United States of America Retirement Plans
- Defined Contribution Plans
- Defined Benefit Plans
- International (Non-United States) 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 institutional markets, including both of investment styles and investment products.
And the research makes several predictions for the future of institutional markets, including:
- Moderate Growth of the Institutional Markets, with Retirement Plans Continuing to Dominate Assets Under Management
- Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations
- 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)
- Continued Decline in Institutional Markets Management Fees & Growing Institutional Markets Investment Manager Market Share Concentration
- Emergence of Sustainable Investing (ESG), Especially in the International (Non-United States) Markets
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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:
