The Cerulli Report™ series reflects our ongoing exploration of trends and events in the financial services industry. Each report examines market sizing, new products, distribution, pricing, sales and marketing, as well as projections for future growth and product development and contains a unique blend of proprietary qualitative and quantitative research.

Our thematic studies address asset management, manufacturing, and distribution issues across four broad areas:

• Intermediary markets

• Retirement markets

• Managed accounts

• International markets