Personalized Indexing:
Custom Index Products

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 personalized indexing. Parametric & Aperio Group have been leaders in this market. This research fits within Tiburon's Index Investing series, which in turn fits withnin Tiburon's wealth management series, which includes a wide variety of trending topics.

This research summarizes the key drivers behind the rapid growth in personalized indexing, including:
  • Index Investing
  • Personalized Needs

This research addresses the historical phases of personalized indexing, including:

  • Emergence Phase
  • Maturization Phase

This research defines core product markets, including:

  • Separately Managed Accounts
  • --

And this research makes several future predictions for personalized indexing, including:

  • Reemergence of Personalized Indexing
  • Future Prediction #2
  • Future Prediction #3
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PowerPoint Deck
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