Liquidity Business:
A $25 Trillion Assets Under Management & Administration Business with Low Fees
Recently Released!!!
Date Published: September 4, 2024
Summary PowerPoint Deck: 226 Slides
Reference PowerPoint Deck: 512 Slides
The purpose of this report is to provide readers with a comprehensive understanding of the liquidity business, including retail bank deposits, open-end money market mutual funds, & separately managed cash accounts (SMAs) products and consumer households, corporate cash & treasury services, and institutional investors markets & distribution channels. Tiburon has another report that addresses retail banks, including bank deposit products. This report addresses the products of the liquidity business and bank savings accounts and is part of Tiburon's broader coverage of investable assets.
This research starts with a context setting chapter and then addresses the key historical phases of the liquidity business, including:
Date Published: September 4, 2024
Summary PowerPoint Deck: 226 Slides
Reference PowerPoint Deck: 512 Slides
The purpose of this report is to provide readers with a comprehensive understanding of the liquidity business, including retail bank deposits, open-end money market mutual funds, & separately managed cash accounts (SMAs) products and consumer households, corporate cash & treasury services, and institutional investors markets & distribution channels. Tiburon has another report that addresses retail banks, including bank deposit products. This report addresses the products of the liquidity business and bank savings accounts and is part of Tiburon's broader coverage of investable assets.
This research starts with a context setting chapter and then addresses the key historical phases of the liquidity business, including:
- Early Phase
- Innovation Phase
- Financial Crisis Phase
- Restructuring Phase
- Retail Bank Deposits
- Investment Management Firm Products
- Open-End Money Market Mutual Funds
- Separately Managed Cash Accounts (SMAs)
- Consumer Households
- Corporate Cash & Treasury Services
- Institutional Investors
- Continued Declining Interest Rate Environment
- Slow Market Growth of Liquidity Business
- Slow Decline of Open-End Money Market Mutual Funds & Separately Managed Cash Accounts (SMAs) and a Shift Back to Retail Bank Deposits
- Increasing Importance of Corporate Cash & Treasury Services as Both Consumer Households & Institutional Investors Shift to Equities & Fixed Income Products as Short-Term Interest Rates Decline
- Substantial International (Non-United States) Liquidity Business Opportunities
Tiburon Member Access:
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:
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:
