Unit Investment Trusts:
A Small But Lucrative Market
Recently Released!!!
Date Published: March 14, 2023
Summary PowerPoint Deck: 56 Slides
Reference PowerPoint Deck: 201 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:
And the research concludes with future predictions for unit investment trusts, including:
Date Published: March 14, 2023
Summary PowerPoint Deck: 56 Slides
Reference PowerPoint Deck: 201 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
- 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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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:
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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:
