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.

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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.

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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.

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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.

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About Cerulli Associates

Our History Can Build Your Perspective

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Our Publications

Not sure about the difference between The Cerulli Report, The Cerulli Edge, and Lodestar? Let us explain.

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2022 Research Agenda

Take a look at all publications planned for release this year.

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Participate in Our Research

Influence our analysis with your participation and receive key industry intelligence.

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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.

Webinar Calendar

Investment Vehicles Webinar Recording

U.S. Investment Vehicles: Innovation and Opportunity

Assess the state of mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternatives and evaluate the future of vehicle innovation and adoption.

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HNW Webinar Recording

The U.S. High-Net-Worth Marketplace: Shifting Wealth Dynamics and Service Models

Hear Cerulli's views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.

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OCIO Recorded Webinar Grid

U.S. Outsourced Chief Investment Officer (OCIO) Market Outlook

Explore OCIO market sizing, forces of growth, and evolving demand for this service model across client segments.

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Discover Expansion Opportunities

Cerulli’s Guide to Strategic Expansion

Prepare your firm to capture strategic expansion opportunities with a holistic understanding of market dynamics, resource requirements, pricing, investment vehicles, intermediaries, and product trends globally.

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