Unit Investment Trusts:
A Small But Lucrative Market

Recently Released!!!
Date Published: March 14, 2023
Summary PowerPoint Deck: 56 Slides
Reference PowerPoint Deck: 200 Slides

The purpose of this research is to provide readers with an comprehensive understanding of unit investment trusts. The research addresses the market's history and growth, as well as trends in product development, pricing parameters, & distribution channels. This research is part of Tiburon's broader coverage of registered investment companies.

This research addresses the key historical phases of unit investment trusts, including:
  • Late 1990s Growth Phase
  • Stagnation Phase
  • Early 2010s Growth Phase
  • Exchange Traded Funds (ETFs) Growth Phase
The research addresses market segments for unit investment trusts, including:
  • Equity Unit Investment Trusts
  • Taxable Debt Unit Investment Trusts
  • Tax-Free Debt Unit Investment Trusts

The research addresses markets & distribution channels for unit investment trusts, including:

  • Direct Distribution
  • Financial Advisor Channels
  • Insitutional Markets

And the research concludes with future predictions for unit investment trusts, including:
  • Moderate Growth for Unit Investment Trusts
  • Continuing Dominance of Tax-Free Debt Unit Investment Trusts
  • Evolving Markets & Distribution Channels

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