Mutual Fund Advisory Programs:

Mass Market Managed Account Programs

Recently Released!!!
Date Published: September 18, 2023
Summary PowerPoint Deck: 96 Slides
Reference PowerPoint Deck: 291 Slides

The purpose of this research is to provide readers with a comprehensive understanding of mutual fund advisory programs. This research includes an analysis of the market growth and leading firms as well as a summary of future predictions. This research is part of Tiburon's broader coverage of managed account programs as well as its coverage of open-end mutual funds.

This research starts with a context setting chapter, and then addresses the key historical phases of mutual fund advisory programs, including:

  • Emergence Phase
  • Maturization Phase
  • Exchange Traded Fund (ETF) Advisory Programs & Unified Managed Account (UMA) Programs Challenges Phase
This research addresses the market size and leaders in mutual fund advisory programs.

This research addresses mutual fund advisory programs' key market segments, including:

  • Discretionary Programs
    • Proprietary Strategists
    • Sub-Advisory Strategists
  • Non-Discretionary Programs
And this research makes several future predictions for mutual fund advisory programs, including:

  • Slow Growth for Mutual Fund Advisory Programs
  • Fastest Growth for Discretionary Programs with Sub-Advisory Strategists
  • Increasing Market Share for Index & Other Low Cost Mutual Funds
  • Increasing Market Share for Wirehouses & Independent Broker/Dealers

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