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:
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
- 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
- Institutional Markets
- Financial Advisor Channels
- B2C Markets
- 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
Tiburon Member Access:
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
