Sub-Advisory Business:
Opportunities in Sub-Advisory

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Date Published: July 6, 2022
Summary PowerPoint Deck: 271 Slides
Reference PowerPoint Deck: 1,499 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the sub-advisory business. This research is part of Tiburon's broader coverage of the institutional markets.

This research outlines the history of the sub-advisory business market, including:
  • Emergence Phase
  • Growth Phase
  • Maturization Phase

The research defines distinct markets of the sub-advisory business market, including:

  • Open-End Mutual Fund Sub-Advisory
  • Variable Annuity & Variable Life Sub-Advisory

This research addresses the investment product usage within the sub-advisory business.

And the research makes several predictions for the future of the the sub-advisory business market, including:

  • Moderate Growth for Sub-Advisory Business
  • Fastest Growth in Variable Annuity & Variable Life Sub-Advisory


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