Wealth & Investment Management Investment Management Firm Benchmarking (Profitability):

A Relatively Increasing Profitability Business

Recently Released!!!
Date Published: January 24, 2020
Summary PowerPoint Deck: 58 Slides
Reference PowerPoint Deck: 249 Slides


The purpose of this research is to provide readers with a comprehensive understanding of the specific business practices of investment management firms by summarizing the learning's from Tiburon's money manager benchmarking tool. Tiburon has collected data on dozens of the business practices of investment management firms. This research is part of Tiburon's broader coverage of financial services industry benchmarking (profitability).

This research addresses the historical phases of investment management firm benchmarking (profitability), including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines markets segments of investment management firm benchmarking (profitability), including:
  • Long-Only Managers Profitability
  • Hedge Fund Managers Profitability
  • Venture Capital & Private Equity Managers Profitability
  • Real Estate Managers Profitability
And this research makes several future predictions for investment management firm benchmarking (profitability), including:
  • Increase in Overall Investment Management Firm Profitability
  • Decrease in Long-Only Managers Profitability Profitability
  • Decrease in Hedge Fund Managers Profitability
  • Increase in Venture Capital & Private Equity Managers Profitability
  • Increase in Real Estate Managers Profitability





























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