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Featured Press Release | August 2021

Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years, According to Cerulli

Comprehensive Direct Indexing Report Defines the Space, Presents Growth Projections and the Opportunity for Advisors

Improving Client Experience: Customizing with Direct Indexing

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September 30, 2021 — Singapore

Opportunities Await in China’s Greater Bay Area

These findings and more are from The Cerulli Edge—China Edition, 3Q 2021 Issue.

September 28, 2021 — Singapore

Digital Assets on the Rise in Asia

Q4 20 featured press release v2

Featured Press Release | December 2020

Exchange-Traded Funds Hit Their Stride as More Products with Different Exposures Come to Market

ETF assets should multiply by the end of 2030. A virtuous cycle of adoption and innovation may add additional fuel.

The Cerulli Report—U.S. Exchange-Traded Fund Markets 2020: Broadening Product Use

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December 21, 2020 — Singapore

Sustainable Investing Evolves in China

These findings and more are from The Cerulli Edge—China Edition, 4Q 2020 Issue.

December 17, 2020 — Boston

All Roads Lead to Roth

These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 4Q 2020.

Q3 20 featured press release

Featured Press Release | September 2020

China Enters New Era of Greater Competition and Liberalization

Foreign managers now can access China via multiple routes; their entrance is likely to add to the already-intense competition

The Cerulli Report—Asset Management in China 2020: Rolling Out the Red Carpet

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September 30, 2020 — Singapore

Demand Surges for China’s Exchange-Traded Funds

These findings and more are from The Cerulli Edge—China Edition, 3Q 2020 Issue.

Q2 20 featured press release

Featured Press Release | June 2020

Technology Funds Emerge as Winners from COVID-19

Consumer demand and business continuity benefit specialist firms

The Cerulli Edge―European Monthly Product Trends, June 2020 Issue

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Q1 20 featured press release

Featured Press Release | March 2020

More Than 40% of 401(k) Plan Participants Lack an Official Source of Retirement Advice

March 31, 2020 — Singapore

China’s Digital Channels Thrive Amid Public Health Risks

These findings and more are from the inaugural The Cerulli Edge—China Edition, 1Q 2020 Issue.

March 12, 2020 — Boston

Retirement Plan Providers Confront Need for Cybersecurity Measures

These findings and more are from The Cerulli Report—U.S. Retirement Markets 2019: Looking Toward Holistic Solutions for Participants and Plan Sponsors.

February 5, 2020 — Boston

Fixed-Indexed Annuity Products Set for Banner-Year Growth

These findings and more are from The Cerulli Report—U.S. Annuity Markets 2019: Adapting to Financial Advisory Trends.

February 5, 2020 — Boston

40% of Advisor-Managed Assets Could Be Better Serviced by Technology

These findings and more are from The Cerulli Report―U.S. Advisor Metrics 2019.

January 23, 2020 — Boston

Hedge Fund ESG Activism Helps Managers Drive Change

These findings are from the January 2020 issue of The Cerulli Edge—U.S. Asset and Wealth Management Edition.

January 9, 2020 — Boston

As Risk Mitigation Replaces Alpha Generation, Advisors Can Miss the Forest for the Trees

These findings and more can be found in the joint white paper here.

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