Leveraged & Inverse Funds:
Index Products Seeking to Generate Returns that Multiply Market Effects

Recently Released!!!
Date Published: April 23, 2019
Summary PowerPoint Deck: 78 Slides

Reference PowerPoint Deck: 850 Slides

The purpose of this research is to provide readers with a comprehensive understanding of leveraged & inverse funds. ProFunds & Invesco have been leaders in this market. This research fits within Tiburon's index investing series, which in turn fits within Tiburon's wealth management series, which includes a wide variety of trending topics.

This research summarizes the key drivers behind the growth in leveraged & inverse funds, including:
  • Power of Leverage
  • Market Timing

This research addresses the key historical phases of the leveraged & inverse funds, including: 

  • Early Phase
  • Market Timers Response Phase
  • Academic Phase

This research defines core product markets, including:

  • Leveraged Funds
  • Inverse Funds

And this research makes several future predictions for leveraged & inverse funds, including:

  • Moderate Growth in Leveraged & Inverse Funds
  • Academic Argument Potential
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PowerPoint Deck
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