Cerulli Quantitative Update™ is an ongoing series of in-depth analyses of our primary areas of expertise providing access to our databases and intelligence across the following categories: 

• Cerulli Quantitative Update: Retirement Markets
  This report provides is a comprehensive sourcebook for data and analysis on U.S. retirement markets including: defined contribution, IRA, private defined benefit plans, 457 plans, state and local government plans, the Federal Thrift Savings plan. 
   

• Cerulli Quantitative Update: Intermediary Markets
  This report highlights our quantitative coverage of the different intermediary markets Cerulli covers including all types of retail distribution channels: banks, discount, independent, insurers, regionals, wirehouses, and registered investment advisors. Coverage includes detailed information on firms, advisor trends, product usage, and advice delivery.
   

• Cerulli Quantitative Update: Managed Accounts
  This report provides extensive updates of key managed account industry metrics drawn from our decade long coverage of this market, including our proprietary database of more than 200 firms that report quarterly. Asset manager metrics include business practice data such as sales, operations, sponsor relationships, and industry economics. Program sponsor metrics include market sizing and growth, channel-specific attributes, end-client pricing analysis, and program features.
   

• Cerulli Quantitative Update: Global Markets
  This annual report, including mid year data supplement, provides firms with regular updates on the intelligence Cerulli gathers in retail and institutional fund management marketplaces worldwide. Areas covered include global market sizing, revenue analysis, global distribution dynamics, and transaction analysis (mergers and acquisitions) of 20 countries. 
   

• Cerulli Quantitative Update: Global Multimanager Products 
  This report updates CA’s proprietary quantitative metrics in the area of multimanagement (funds of funds and managers of managers). Our report analyzes the dramatic jump in assets held by these products during 2003, and details the trends shaping the key markets for such vehicles. Our ongoing proprietary manager-of-managers survey, in its third year, underpins this study. This year’s report also examines funds of hedge funds in various marketplaces worldwide.

Released annually, each Quantitative Update is a comprehensive sourcebook for metrics and observations critical to business planning and strategy creation.