Mutual Fund Wrap Account Programs:
Mass Market Managed Account Programs

Recently Released!!!
Date Published: April 30, 2019
Summary PowerPoint Deck: 40 Slides

Reference PowerPoint Deck: 194 Slides

The purpose of this research is to provide readers with a comprehensive understanding of mutual fund wrap account programs. This research includes an analysis of the market growth and leading firms. 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 addresses the market size and leaders in mutual fund wrap account programs.

And this research makes several future predictions for mutual fund wrap account programs, including:
  • Substantial Growth for Mutual Fund Wrap Account Programs
  • Limited Manager Opportunities
  • Increasing Market Share for Index & Other Low Cost Mutual Funds
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