Click here
for
sample key findings. If you participate in this research
you will receive findings of similar format and quality.
Cerulli Associates
One Exeter Plaza
Boston, MA 02116
Ph. 617-437-0084 www.cerulli.com
Cerulli Associates (www.cerulli.com),
a Boston-based research and advisory firm specializing in the financial
services industry, invites you to participate in our recurring asset
manager surveys.
This webpage offers asset management organizations—both clients and research
participants—a consolidated look at 2007’s recurring asset manager-related
surveys. Each of these four password-protected surveys is recurring—either
administered annually, semi-annually, or quarterly—and offer managers a
great opportunity to regularly garner competitive information via the
survey’s key findings.
For more information on participating in any of these surveys, please
open the survey’s abstract PDF below. There you will find more
information on the survey’s content, as well as contact information for the
appropriate Cerulli analyst. If you currently participate in any one of
these surveys, please click on the link at the bottom of the page; there you
will be able to access any of these surveys with your current login and
password.
U.S. Retail Asset Manager [abstract PDF]
Frequency: annual (1H)
Target firm: U.S. asset management firms
Ideal participant: senior management, head of distribution, corporate
strategy, etc.
U.S. Institutional Asset Manager [abstract PDF]
Frequency: annual (1H)
Target firm: U.S. asset management firms
Ideal participant: senior management, head of distribution, corporate
strategy, etc.
U.S. Separate Account Consultant Program Asset Manager [abstract PDF]
Frequency: quarterly
Target firm: U.S. asset management firms
Ideal participant: senior management, head of third-party distribution, etc.
Global Asset Manager [abstract PDF]
Frequency: semi-annual (1H)
Target firm: Global asset management firms
Ideal participant: senior management, head of distribution, corporate
strategy, etc.
U.S. Retail
Salesforce Metrics
Frequency: annual (1H)
Target firm: U.S. retail product providers
Ideal participant: head of distribution, national sales managers
For information on your broader firm activity with Cerulli—survey
participation and sales activity—please contact Rachael Malatesta @
617-437-1098 (119) or
rmalatesta@cerulli.com.
Thank you in advance for your cooperation. If we have mistakenly contacted
you, please forward this link to the appropriate person at your firm.
