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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 Glossary of
Terms: This document is a glossary of terms commonly used in The Cerulli Edge™ series. This provides an easy resource for verifying industry definitions used by CA.
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.
For Edge pricing click here.

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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.
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Click
on the PDF icon to view a sample issue of
The Cerulli Edge™-U.S. Asset Management Edition. |
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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.
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Click
on the PDF icon to view a sample issue of The
Cerulli Edge™-Global Edition. |
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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.
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Click
on the PDF icon to view a sample issue of The
Cerulli Edge™-Managed Accounts Edition. |
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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.
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Click
on the PDF icon to view a sample issue of The
Cerulli Edge™-Advisor Edition. |
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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.
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Click on the PDF icon to view a sample issue of The
Cerulli Edge™-Asia-Pacific Edition. |
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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.
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Click on the PDF icon
to view a sample issue of The Cerulli
Edge™-Retirement Edition. |
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