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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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.

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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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December 8, 2022 | 11:00AM EST

U.S. Asset Allocation Models: The Rise of Customization and Personalization

Join Cerulli’s Matt Apkarian, associate director, for Cerulli’s views on the most important trends ahead for model providers and distributors.

December 8, 2022 | 11:00AM ET

Join Our Live Webinar

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November 2022

U.S. Managed Accounts: 2022 in Review and 2023 Projections

Join Cerulli for a look at the U.S. managed accounts market—including market sizing and trends in 2022 and our projections for 2023 and beyond.

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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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