Mutual Fund Advisory Programs:
Mass Market Managed Account Programs
Recently Released!!!
Date Published: November 14, 2025
Summary PowerPoint Deck: 96 Slides
Reference PowerPoint Deck: 293 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:
This research addresses mutual fund advisory programs' key market segments, including:
Date Published: November 14, 2025
Summary PowerPoint Deck: 96 Slides
Reference PowerPoint Deck: 293 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 mutual fund advisory programs' key market segments, including:
- Discretionary Programs
- Proprietary Strategists
- Sub-Advisory Strategists
- Non-Discretionary Programs
- 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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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:
