Investable Assets:
Open-End Mutual Funds, Exchange Traded Funds (ETFs), Collective Investment Trusts, Separately Managed Accounts, & Alternative Investments

Recently Released!!!
Date Published: April 13, 2023
Summary PowerPoint Deck: 376 Slides
Reference PowerPoint Deck: 1,412 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the variety of products available in the market for investable assets, including open-end mutual funds, exchange traded funds (ETFs), closed-end mutual funds, unit investment trusts, collective investment trusts, separately managed accounts (SMAs), hedge funds, private markets, and a dozen other investable asset products. This research serves to summarize Tiburon's underlying research on each included product. Other Tiburon research addresses cash investments, individual securities, financial planning services, managed account programs, non-financial alternative investments, lending products, insurance products, & specialized topic products.

This research addresses the historical phases of investable assets, including:
  • Individual Securities Phase
  • Mutual Funds Emergence Phase
  • Mutual Funds Expansion Phase
  • Exchange Traded Funds (ETFs) Emergence Phase
  • Next Gen Products Phase
This research profiles over thirty investable asset product markets, including:
  • Registered Investment Companies
    • Open-End Mutual Funds
    • Exchange Traded Funds (ETFs)
    • Closed-End Mutual Funds
    • Unit Investment Trusts
  • Collective Investment Trusts
  • Separately Managed Accounts (SMAs)
  • Alternative Investments
    • Hedge Funds
    • Private Markets
    • Real Estate
This research addresses the markets & distribution channels of investable assets, including:
  • Institutional Markets
  • Financial Advisor Channels
  • B2C Markets
And this research makes several future predictions for investable assets, including:
  • Substantial Growth in Investable Assets
  • Open-End Mutual Funds & Exchange Traded Funds (ETFs) to Continue to Dominate Assets Under Management
  • Managed Account Programs to Dominate
  • Fastest Growth in Financial Advisor Channels & B2C Markets
  • Continued Expansion of Investment Management Firms (as well as Custodians & Broker/Dealers) into Delivering Investment Management & Financial Advice Technology Products
  • Substantial Opportunities in Non-United States Markets

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