Cerulli Associates
Research, Analytics, Consulting
Since 1992, we have powered financial services firms with in-depth analysis and strategic recommendations.
Who We Are
Cerulli Associates
For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence and strategic business recommendations. It is our mission to arm our clients with the data, research, and advice they need to grow.
Cerulli Research Reports
Unlock key trends across the global institutional and retail asset management markets. Cerulli’s objective research and analysis offers unparalleled access to macro themes and micro trends driving the industry.
Cerulli Consulting
We are a team of passionate, data-driven industry problem solvers who thrive on creating solutions for our clients. Let us help you imagine new possibilities and redefine success for your firm.
Not Big Data. Great Data.
Cerulli Data
Clarify opportunities with Cerulli’s data. Our proprietary data pushes innovation into motion—shaping new possibilities for growth. Enhance your vision with data-driven insights.
About Cerulli Associates
Our History Can Build Your Perspective
Our Publications
Not sure about the difference between The Cerulli Report and The Cerulli Edge? Let us explain.
2023 Research Agenda
Take a look at all publications planned for release this year.
Participate in Our Research
Influence our analysis with your participation and receive key industry intelligence.
New Video Series
Cerulli’s Emerging Manager Series
Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.
Cerulli Webinar Series
Strategic Insights From Our Subject Matter Experts
Join us for an upcoming webinar, or listen to a recording of a past event. Either way, the Cerulli Webinar Series offers our rich perspectives on emerging trends and opportunities within specific segments of the financial services industry.
June 27, 2023 | 1:00PM EDT
U.S. Asset Allocation Models: Differentiation and Distribution
Join Cerulli’s Matt Apkarian, CFA, for a strategic overview of asset allocation models in the U.S.
June 27, 2023 | 1:00PM ET
Join Our Live Webinar
Submit your information below to register
May 2023
Institutional and Insurance Asset Management Trends in Asia
Over the next 12 months, Cerulli anticipates pent-up demand for assets—particularly risk assets—to emerge. Join Cerulli’s Soo Ah Ran Cho for a 45-minute overview of the market and opportunities for strategic expansion.
April 2023
The State of the U.S. Registered Investment Advisor Channel
Join Cerulli’s Marina Shtyrkov, associate director, and Stephen Caruso, research analyst, as they explore the factors contributing to channel growth, looming challenges, and discuss the implications for asset managers, RIA custodians, and other third-party providers.