Institutional Channels:
Opportunities in Retirement Plans, Endowments & Foundations, & Other Institutional Channels

Recently Released!!!
Date Published: July, 5, 2023
Summary PowerPoint Deck: 298 Slides
Reference PowerPoint Deck: 1,526 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the institutional channels, including defined contribution plans, defined benefit plans, endowments & foundations, corporate cash & treasury services, and sovereign wealth funds & foreign central banks. Along with the consumer markets and the international markets, Tiburon summarizes the institutional channels as one of the three major investment management markets.

This research outlines the history of the institutional channels, including:
  • Defined Benefit Plans Introduction Phase
  • Defined Benefit Plans Growth Phase
  • Defined Contribution Plans Growth Phase
  • Baby Boomer Rollovers Phase

The research defines distinct markets of the institutional markets, including:

  • Retirement Plans
    • Defined Contribution Plans
    • Defined Benefit Plans
  • Sub-Advisory Business
  • Insurance Company Reserves
  • Endowments & Foundations
  • Corporate Cash & Treasury Services
  • Sovereign Wealth Funds & Foreign Central Banks

This research addresses the investment product usage within the institutional markets.

And the research makes several predictions for the future of institutional channels, including:

  • Moderate Growth of the Institutional Channels
  • Fastest Growth in Defined Contribution Plans, Foundations, Corporate Cash, & Sovereign Wealth Funds
  • Emergence of Additional Institutional Markets
  • Continual Shift Towards Utilizing More Alternative Investments, Especially Private Markets
  • Growing Institutional Markets Market Share Concentration
  • Continual Shift Towards Utilizing More Alternative Investments, Especially Private Markets
  • Emergence of Sustainable Investing (ESG)


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