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Specialized Topics:
A Summary of the Highlights of a Variety of Other Trending Financial Products & Services
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Recently Released!!!
Date Published: April 13, 2023
Summary PowerPoint Deck: 312 Slides
Reference PowerPoint Deck: 740 Slides
The purpose of this research is to provide readers with comprehensive understanding of a variety of specialized topics, including index investing, tax efficient investing, low volatility investing, sustainable investing (ESG), Islamic finance, reverse mortgages, life settlements, and family office services. This research fits within Tiburon's broader coverage of financial products & services.
This research starts with a context setting chapter, and then defines several specialized topics, including:
- Index Investing
- Tax Efficient Investing
- Low Volatility Investing
- Sustainable Investing (ESG)
- Islamic Finance
- Reverse Mortgages
- Life Settlements
- Family Office Services
And this research makes several future predictions for specialized topics, including:
- Substantial Growth in Index Investing
- Substantial Growth in Socially Responsible Investing & Impact Investing
- Moderate Growth in Islamic Finance
- Moderate Growth in Reverse Mortgages
- Moderate Growth in Life Settlements
- Moderate Growth in Family Office Services
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Member Access
Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.
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Public Access
Please click on the Table of Contents icon below to see more details of this research.
Media Access
Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.
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Tiburon Research Subscriptions
If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.
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