Investable Assets:
Dominant Open-End Mutual Funds, Growing Exchange Traded Funds, & Dozens of Other Products

Recently Released!!!
Date Published: July 27, 2015
Summary PPT Deck: 52 Slides

Reference PPT Deck: 300 Slides

The purpose of this research is to provide readers with an understanding of the variety of products available in the market for investable assets, including open-end mutual funds, exchange traded funds, closed-end funds, unit investment trust, commingled trust funds, separately managed accounts, hedge funds, 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, lending products, insurance products, & wealth management products.

This research addresses the historical phases of the investable assets market, including: 
  • Individual Securities Phase
  • Mutual Funds Emergence Phase
  • Mutual Funds Expansion Phase
  • Exchange Traded Funds Emergence Phase

    This research profiles over 30 investable asset product markets, including:

    • Individual Securities
      • Equities
      • Bonds
    • Registered Investment Companies
      • Open-End Mutual Funds
      • Exchange Traded Funds
      • Closed-End Mutual Funds
      • Unit Investment Trusts
    • Commingled Trust Funds
    • Separately Managed Accounts
    • Alternative Investments
      • Hedge Funds
        • US Hedge Funds
        • Managed Futures Funds
        • Hedge Funds-of-Funds
        • Hedge Fund Mutual Funds
        • Non-US Hedge Funds
      • Venture Capital & Private Equity
        • Venture Capital
        • Mezzanine Finance
        • Private Equity
      • Real Estate
        • Traditional Real Estate
        • Timberland
        • Farmland
        • Energy Property Investments
      • Other Financial Alternative Investments
        • Old-Line Limited Partnerships
        • Stock Market & Individual Stock Options
        • Foreign Exchange & Currencies
        • Structured Debt
        • Treasury Inflation Protection Securities (TIPs)
        • Bank Loan Funds
        • Catastrophe Bonds
        • Stable Value & Principal Protected Funds
        • Structured Settlements
        • Commodity & Financial Futures
      • Other Non-Financial Alternative Investments
        • Commodities
        • Fine Art, Antiques, & Collectibles
        • Jewelry & Watches
        • Coins & Stamps
        • Antique & Racing Cars
        • Baseball Cards, Comic Books, & Beer Cans
        • Wine Investments
        • Sports Teams

And this research makes five future predictions for the investable assets market, including: 

  • Substantial Growth in Investable Assets
  • Open-End Mutual Funds to Continue to Dominate Assets Under Management
  • Rapid Growth in Exchange Traded Funds (ETFs) & Indexing Products
  • Rapid Growth in Alternative Investments
  • Mixed Growth Prospects for Individual Securities, Separately Managed Accounts, & Other Investable Asset Products

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