Cerulli Associates offers objective third-party research focused on the financial services industry. As a completely independent firm, we are never influenced by a corporate parent or other force. We determine our own research agenda and explore topics that we believe are of critical importance to our clients. At the request of our clients, we also offer customized research services.
Our research engine is fueled by our proprietary survey capabilities. Click
here for more information on our surveys.
Our packaged research is available in several formats. Click on the
various research topics below for more information.
Our research groups in Boston and
Singapore are committed to synthesizing enormous amounts of
industry-related developments and data on a continuous basis.
We provide our clients with the context and intelligence they need
to navigate market challenges, competition, and events.
Our research approach is two-pronged and involves dedicated
personnel at each step throughout the process.
Quantitative—Dedicated
teams in our Boston and Singapore offices administer more than
40 annual proprietary surveys worldwide to both institutions and
advisors via our
web-based survey engine, then integrate findings alongside
our analysis of countless secondary sources and third-party
databases.
Qualitative—Cerulli
personnel personally conduct more than 1,000 annual in-depth
anonymous interviews with key industry executives, financial
advisors, vendors, and other competitors. These interviews are
then archived in a powerful and searchable database for future
internal use.
We consider our
institutionalized research process, which is outlined below and
documented at every step, to be one of our greatest corporate
assets. Since 1994, through changing conditions, this process has
remained constant through changing conditions to help guide and
generate more than 150 large-scale reports, and now annually between
20-25.
Each year, Cerulli Associates
orchestrates more than 25 password-protected online proprietary
surveys, both one-time as well as recurring surveys for
asset managers and
broker-dealers that are conducted quarterly, semi-annually and
annually for the U.S. and overseas marketplaces. Data is secure,
aggregated and never revealed to outside parties. Cerulli uses the
data as the quantitative underpinnings in our research. We are not
in the consulting business. In return, participants receive
key findings
and often a
benchmarking report versus peers, useful to convey key industry
trends and firm position to senior management. At present, more than
500 firms worldwide and thousands of advisors participate in this
free service.
Click this
link be contacted about participating in a specific survey. You
must include your name, company, email, and phone number.
We administer our surveys through
www.cerullisurveys.com.
This Website is our means of conducting primary research with
companies that are active participants in various segments of the
financial services industry.
Our password-protected system ensures that no survey participant has
access to another firm's proprietary information. The data we gather
is used to strengthen our understanding of key industry trends and
is published only in aggregate form. Firm-specific data is never
released without prior notification and approval from participating
firms. All survey participants receive analysis of survey findings.
Our off-the-shelf research
products provide our clients with packaged solutions to a broad
range of their intelligence gathering needs. Our research is
available in several formats, including longer form in-depth reports
(The Cerulli Report™),
data-oriented updates (The
Cerulli Quantitative Update™), and subscription-based
periodicals (The Cerulli
Edge™).
Clients may access searchable versions of the research publications
that they purchase through our Client
Login. Please click
here to contact us for more information.
