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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Featured White Paper

Net-Zero Investment

Commitments aimed at mitigating climate change are on the rise among global investment institutions.

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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

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June 2022

U.S. Investment Vehicles: Innovation and Opportunity

Join Cerulli for our outlook on investment vehicles in the U.S.

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June 2022

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

Join Cerulli Associates for our views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.

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April 2022

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

Join Laura Levesque, Associate Director, on as she uncovers market trends driving growth, evaluates changing channel dynamics, and explores evolving service offerings.

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