The Cerulli Edge
is our unique suite of six periodicals that provide our clients with ongoing access to our latest analysis and research on topics of interest to them. Along with these publications, subscribers receive quarterly an updated index of topics covered and a complete glossary of relevant terminology. The publications, index, and glossary are also available through the Client Login hotlink page of our site. 


 

We are pleased to provide our subscribers with two new resources that make The Cerulli Edge™ series more accessible and useful for your strategic and research needs. 

The Cerulli Edge Index: This document provides an easy means of searching individual issues for topics, making the publications a better source for timely industry information. This document contains an updated index of all topics, themes, and article titles contained in each of the five editions of The Cerulli Edge™. U.S. Asset Management Edition, Global Edition, Managed Accounts Edition, Advisor Edition, and Asia-Pacific Edition. 

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The Cerulli Edge™-U.S. Asset Management Edition is our monthly research publication focusing broadly on key U.S. financial services industry trends and topics. Each issue is devoted to a different theme, providing our clients with current access to a broad range of our insights and analysis of topics related to product development and strategy, distribution, pricing, and market segmentation.
Click on the PDF icon to view a sample issue of The Cerulli Edge™-U.S. Asset Management Edition



The Cerulli Edge™-Global Edition offers an integrated view of asset management around the world by honing in on the trends, data, and strategies relevant to specially chosen monthly themes. This 24-page publication also periodically covers topics of particular interest under a Special Report segment.

Click on the PDF icon to view a sample issue of The Cerulli Edge™-Global Edition.

 

 
The Cerulli Edge-Managed Accounts Edition is our quarterly review of topics and statistics related to the managed accounts business. The first half of each issue includes a qualitative discussion of a relevant theme, while the second half of the issue is devoted to a broad quantitative assessment of the managed accounts business showcasing key data and industry benchmarks pulled from our vast proprietary database.

Click on the PDF icon to view a sample issue of The Cerulli Edge™-Managed Accounts Edition.

 
 
 

 
The Cerulli Edge-Advisor Edition is our quarterly research publication written spefically for financial advisors built on our expanding intermediary research engine. Each issue contains a thematic discussion of topics shaping the industry, including a range of market statistics drawn from ongiong interviews and surveys with thousands of financial advisors and industry executives across all intermediary channels.

Click on the PDF icon to view a sample issue of The Cerulli Edge™-Advisor Edition.

 
 

 
The Cerulli Edge™-Asia-Pacific Edition is our quarterly publication that covers Australia and the primary seven fund management marketplaces of Asia: Japan—by far the largest, and with its own set of challenges and opportunities—as well as China, the Hong Kong Special Administrative Region, Korea, India, Taiwan, and Singapore. These changes will meet client’s increasing demands for the timeliest information regarding regulatory changes and trend shifts in asset management marketplaces in this vibrant part of the world.

Click on the PDF icon to view a sample issue of The Cerulli Edge™-Asia-Pacific Edition.
 
 
 
The Cerulli Edge—Retirement Edition covers key trends impacting the U.S. retirement marketplace (public and private defined contribution and defined benefit, IRA, rollover, and non-qualified plans). It addresses topics critical to firms competing for retirement dollars including: asset managers, distributors, plan providers, and third-party vendors. Future themes will range from retirement income to pension asset management and investment vehicles. Content includes both qualitative insight and proprietary data garnered from a quarterly survey of firms across the industry. This publication delivers the most timely retirement-related research and industry trends.

Click on the PDF icon to view a sample issue of The Cerulli Edge™-Retirement Edition.
 
 
The Cerulli Edge—Europe Edition information coming soon.