Family Office

Tiburon releases indexed-investment study

FWR Staff April 10, 2006

Tiburon releases indexed-investment study

Tracks development, profiles distribution channels of ETFs and other indexed products. Tiburon Strategic Advisors has put out a report that claims to chart the future of the exchange-traded fund (ETF) industry. ETFs and Indexing: The Movement Toward Market-Linked Products examines past, present and future of ETFs, their investment mechanics, structures and principal drivers.


The report also profiles markets and distribution channels, traces the evolution of market-linked products – ETFs plus indexed separate accounts and indexed mutual funds – and includes predictions based on Tiburon’s analysis and research.


“[ETFs] and index funds are hot,” says Chip Roame, Tiburon’s managing principal. “Firms such as Barclays, State Street and Vanguard are out in front,” said Chip Roame, managing principal of Tiburon. “Other firms like Power Shares, [Dimensional Fund Advisors], Rydex and Pro Funds are developing more advanced products. This report will predict their future.”


The 331-page report goes for $5,000. Here’s a list of Tiburon’s research reports. Here's the online order form.


Based in Tiburon, Calif., Tiburon Strategic Advisors is a financial-market research and consulting firm. –FWR


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