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

Recently Released!!!
Date Published: October 18, 2017
Summary Power Point Deck: 81 Slides
Reference Power Point Deck: 797 Slides

The purpose of this research is to provide readers with a comprehensive understanding of leveraged & inverse funds. ProFunds & Guggeheim Investment Partners 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: 

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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 market segments, 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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