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Featured Press Release | January 2021
Parity Is an Uphill Climb for Women and BIPOC Financial Advisors
Barriers to entry and success for diverse advisors impede DEI efforts among broker/dealers and independent advisory firms
The Cerulli Report—U.S. Advisor Metrics 2020: Dimensions of Diversity
August 4, 2021 — Boston
Asset Managers Expected to Staff Up Hybrid Wholesalers Post-Pandemic
These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, August 2021 Issue.
August 3, 2021 — Boston
Managers Need Plan for Concurrent ETF, Illiquid Alternative, and Mass Customization Trends
These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, July 2021 Issue.
July 28, 2021 — London
The Rising Importance of Commodity Investing
These findings and more are from The Cerulli Edge―European Monthly Product Trends, July 2021 Issue.
July 26, 2021 — Singapore
Sustainable Products Take Root in Asia
These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, July 2021 Issue.
July 23, 2021 — London
European Insurers Are Looking for Fewer, Better Asset Manager Relationships
These findings and more are from The Cerulli Report―European Insurance Industry 2021: Changing Investment Needs Are Generating Opportunities.
July 22, 2021 — Boston
Demands for Institutional Asset Management Distribution Set to Return to Pre-Pandemic Levels
These findings and more are from The Cerulli Report―U.S. Institutional Marketing and Sales Organizations 2021: Finding the New Normal in a Post-Pandemic Environment.
July 21, 2021 — Boston
U.S. Public Pension Plans Progress with ESG Integration in Investment Portfolios
These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 3Q 2021 Issue.
July 20, 2021 — Boston
Technology Is Key to Bolstering Banks’ Services and Increasing Client Walletshare
These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, July 2021 Issue.
July 19, 2021 — Boston
Aging Boomers Bring Intergenerational Planning to the Forefront
These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 3Q 2021 Issue.
July 15, 2021 — Boston
Differentiation in Financial Services Will be Defined by Customization
These findings and more are from The Cerulli Report―U.S. Retail Investor Products and Platforms 2021.
July 13, 2021 — Singapore
Increased Connectivity Expands Asia’s Cross-Border Opportunities
These findings and more are from The Cerulli Edge―Asia-Pacific Edition, 3Q 2021 Issue.
July 6, 2021 — London
Regulatory Change Will Spur Demand for ELTIFs
These findings and more are from The Cerulli Edge―Global Edition, July 2021 Issue.
July 6, 2021 — Boston
Spurred by Increasing Advisor Demand, Asset Managers Bring SMAs to Market
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 2Q 2021 Issue.
July 2, 2021 — Singapore
China’s Insurers Fine-Tune Investment Portfolios
These findings and more are from The Cerulli Edge—China Edition, 2Q 2021 Issue.
July 1, 2021 — Boston
RIA Aggregators Drive Advisor Managed Accounts Adoption in 401(k)s
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2021 Issue.
June 30, 2021 — London
COVID-19 Sparks a Reassessment of European Real Estate Funds
These findings and more are from The Cerulli Edge—European Monthly Product Trends, June 2021 Issue.
June 28, 2021 — Boston
Tech-Forward Recordkeepers Enter the Micro 401(k) Market
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2021 Issue.
June 28, 2021 — Singapore
Equity Strategies Gain Popularity Among Asia’s Wealthy
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, June 2021 Issue.
June 24, 2021 — Singapore
Asian Managers to Focus on Ramping Up Digital Business While Controlling Costs
These findings and more are from The Cerulli Report—Asian Distribution Dynamics 2021: Navigating the Post-Pandemic Landscape.
June 22, 2021 — Boston
Personalized Retirement Income Solutions to Play Central Role in Retiree-Friendly DC Plans
These findings and more are from The Cerulli Report—U.S. Retirement End-Investor: Solving for the Decumulation Phase.
June 9, 2021 — London
Cerulli Maintains a Positive Outlook for Subadvisory in Europe
These findings and more are from The Cerulli Edge—Global Edition, June 2021 Issue.
June 3, 2021 — Boston
As Cautious Investors Seek Control, Providers Prioritize Tools that Assess Risk Tolerance Levels and Enable Anytime Access
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition.
June 1, 2021 — Boston
Income-Oriented Completion Models Offer Growth Opportunity to Asset Managers and Model Providers
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2021 Issue.
May 26, 2021 — London
European Investors Begin to Respond to Inflation Threat
These findings and more are from The Cerulli Edge—European Monthly Product Trends, May 2021 Issue.
May 25, 2021 — Singapore
Shariah Investing Gathers Steam in Southeast Asia
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, May 2021 Issue.
May 18, 2021 — Singapore
State Pensions Most Likely to Lead New Mandate Issuance in Southeast Asia
These findings and more are from The Cerulli Report—Asset Management in Southeast Asia 2021: Sustaining a Winning Streak in a New Era.
May 11, 2021 — Boston
Wary of Digital Trading Applications, Self-Directed Investors Turn to Formal Financial Advice
These findings and more are from The Cerulli Edge― U.S. Retail Investor Edition, 2Q 2021 Issue.
May 10, 2021 — London
Private Equity Targeting of Fund Distribution Platforms is Set to Continue
These findings and more are from The Cerulli Edge―Global Edition, May 2021 Issue.
May 7, 2021 — Boston
Canada’s ETF Market Hits Stride as Assets Approached USD$200 Billion in December 2020
These findings and more are from The Canadian ETF Market in 2020: Rising Assets and Flows.
May 6, 2021 — London
European Retail Investors Are Embracing Thematic Investment
These findings and more are from The Cerulli Report―European Distribution Dynamics 2021: Reassessing Growth Opportunities.
May 5, 2021 — London
Europe’s Gold Exchange-Traded Fund Providers Could Learn From Their U.S. Peers
These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2021 Issue.
May 3, 2021 — Boston
Lower-Cost Products Grab Marketshare in Mutual Funds
These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, May 2021 Issue.
April 30, 2021 — Boston
Hedge Funds Back in Favor Among Institutional Investors
These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, April 2021 Issue.
April 28, 2021 — Singapore
Digital Channels Grow Apace in Southeast Asia
These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, April 2021 Issue.
April 27, 2021 — London
Factors Driving Demand for Energy Transition Funds
These findings and more are from The Cerulli Edge―European Monthly Product Trends, April 2021 Issue.
April 22, 2021 — Boston
COVID-19 Creates Short-Term Obstacles, Long-Term Catalysts for Impact Investing Program Adoption Among U.S. Hospitals
These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 2Q 2021 Issue.
April 14, 2021 — Singapore
Asia’s Sovereign Funds Seek Partnerships to Combat Low Returns
These findings and more are from The Cerulli Edge―Asia-Pacific Edition, 2Q 2021 Issue.
April 12, 2021 — Boston
Asset Managers and Advisors May Be Overlooking Retail Investors’ Appetite for ESG Investing
These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 2Q 2021 Issue.
April 6, 2021 — London
Achieving Clarity on Sustainable Investing Remains Difficult Despite New Regulation
These findings and more are from The Cerulli Edge―Global Edition, April 2021 Issue.
April 5, 2021 — Boston
Fixed-Income Managers Look to Crack the Code of Model-Delivered Accounts
These findings and more are from The Cerulli Edge―U.S. Managed Accounts Edition, 1Q 2021 Issue.
April 1, 2021 — Boston
For Advisors, the Costs of Switching May Outweigh the Benefits
These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, April 2021 Issue.
March 31, 2021 — Singapore
Managers Remain Optimistic About Mega Fund Launches in China
These findings and more are from The Cerulli Edge―China Edition, 1Q 2021 Issue.
March 30, 2021 — Boston
As Direct Indexing Moves Downmarket, Firms Must Determine Customization Strategy
These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, March 2021 Issue.
March 29, 2021 — Singapore
Muted Growth Prospects for Korea’s Private Funds
These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, March 2021 Issue.
March 25, 2021 — London
No Slowdown in Demand for Europe-Domiciled China Bond Funds
These findings and more are from The Cerulli Edge―European Monthly Product Trends, March 2021 Issue.
March 23, 2021 — London
Retail Investors Are Seeking Opportunities in the European Private Asset Space
These findings and more are from The Cerulli Report—European Alternative Investments 2021: Cause for Both Celebration and Caution.
March 15, 2021 — Boston
Managed Account Programs Help Defined Contribution Participants Tackle Retirement Readiness
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 1Q 2021 Issue.
March 9, 2021 — Boston
Reaching High-Net-Worth Investors Means Funneling the Right Resources
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, March 2021 Issue.
March 2, 2021 — Boston
Aspiring Sponsors Must Bear in Mind Nuances of CIT Product Development
These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, February 2021 Issue.
March 1, 2021 — london
European Family Offices Face a Tricky Balancing Act
These findings and more are from The Cerulli Edge―Global Edition, March 2021 Issue.
February 26, 2021 — Singapore
Australia’s ETFs See a Record Year
These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, February 2021 Issue.
February 23, 2021 — Boston
Index Providers Are Responding to Evolving ESG Investing Demands
These findings and more are from The Cerulli Edge―European Monthly Product Trends, February 2021 Issue.
February 18, 2021 — Boston
Female Investors Reluctant to Adopt Paid Financial Advice Relationships
These findings and more are from The Cerulli Edge―U.S. Retail Investor Edition, 1Q 2021 Issue.
February 12, 2021 — London
The Effect of COVID-19 on Europe’s Sustainable Fixed Income Market
These findings and more are from The Cerulli Edge―Europe Edition, 1Q 2021 Issue.
February 10, 2021 — Boston
Institutional Investors Ask Asset Managers for More Transparent ESG Reporting
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 1Q 2021 Issue.
February 8, 2021 — London
Fund Managers in Europe Are Preparing for Further Acceleration of ESG Demand
These findings and more are from The Cerulli Edge―Global Edition, February 2021 Issue.
February 4, 2021 — Boston
Broker/Dealer Marketplace Continues to Consolidate as Firms Pursue Economies of Scale
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 1Q 2021 Issue.
February 3, 2021 — Boston
Market Volatility and Low Interest Rates Threaten Traditional Sources of Retirement Income, Pushing Providers to Innovate
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, February 2021 Issue.
January 29, 2021 — Boston
ETFs Gather Record Net Flows of More than $500 Billion in 2020
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, January 2021 Issue.
January 27, 2021 — Singapore
Search for Safety and Returns in Asia as Market Readies for Recovery
These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, January 2021 Issue.
January 15, 2021 — London
Passive Funds Are Set to Continue Gaining Marketshare
These findings and more are froms The Cerulli Edge―European Monthly Product Trends, January 2021 Issue.
January 12, 2021 — Boston
Investors’ Interest in Private Infrastructure Will Persist
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, January 2021 Issue.
January 11, 2021 — Singapore
Asia’s Fund Industry Positions for Post-Pandemic Recovery
These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 1Q 2021 Issue.
January 7, 2021 — Boston
Proactive Communication is Essential for Engaging with Home-Office Research Teams
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, December 2020 Issue.
January 6, 2021 — Boston
Providers Assess Opportunities in the Nascent Pooled Employer Plan (PEP) Market
These findings and more are from The Cerulli Report—U.S. Retirement Markets 2020: Exploring Opportunities in the Small Plan Market.
January 5, 2021 — London
What Awaits Thematic Investing in Europe in 2021?
These findings and more are from The Cerulli Edge―Global Edition, January 2021 Issue.
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
December 23, 2020 — London
COVID-19 Accelerates European Investor Discontent with UCITS Hedge Funds
These findings and more are from The Cerulli Edge―European Monthly Product Trends, December 2020 Issue.
December 22, 2020 — Singapore
Responsible Investing Catches on in Asia Pacific
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, December 2020 Issue.
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.
December 16, 2020 — Singapore
Enhanced ESG Reporting Expected as Large Asian Asset Owners Progress into Sustainable Investments
These findings and more are from The Cerulli Report—Responsible Investing in Asia 2020: On the Cusp of Change.
December 14, 2020 — London
European Asset Owners Increasingly Want Proof That Asset Managers Have Embedded Sustainability Into Their Firm Culture
These findings and more are from The Cerulli Report—European Environmental, Social, and Governance Investing 2020: Leading the Global Revolution.
December 10, 2020 — Boston
Insurers Embrace New Opportunities for Annuity Innovation
These findings and more are from The Cerulli Report—U.S. Annuity Markets 2020: A Decade of Adaptation.
December 8, 2020 — Boston
Public Pensions Explore Alternative Models of Investing
These findings and more are from The Cerulli Report—North American Institutional Markets 2020.
December 7, 2020 — London
Europe’s Liquid Alternatives Market Is in Line for a Boost
These findings and more are from The Cerulli Edge―Global Edition, December 2020 Issue.
December 4, 2020 — Boston
Three-Fourths of Investors Prioritize Protection Over Performance as a Goal for Their Financial Portfolios
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, November 2020 Issue.
December 3, 2020 — Boston
High-Net-Worth Households Now Control More than One-Third of U.S. Net Worth
These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Wealth Concentration.
December 2, 2020 — Boston
Recent Regulatory Developments Open Target-Date Funds to Lesser Used Investment Products
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, December 2020 Issue.
December 1, 2020 — Boston
Latin American Private Pensions Fuel Demand for Cross-Border Allocation
These findings and more are from The Cerulli Report—Latin American Distribution Dynamics 2020: Emerging Opportunities in Uncertain Times.
November 25, 2020 — Singapore
Asian Insurers Prefer Fixed Income and Alternatives Amid Low Interest Rates
These findings and more are from The Cerulli Report—Asian Insurance Industry 2020: Knowing Your Insurance Client.
November 25, 2020 — London
Emerging Market Debt Funds Are Yet to Fully Recover From COVID-19
These findings and more are from The Cerulli Edge―European Monthly Product Trends, November 2020 Issue.
November 24, 2020 — Boston
Calls for Transparency in the U.S. OCIO Market Grow as AUM Reaches New High
These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2020: A Growing Demand for Industry Standards.
November 23, 2020 — Singapore
Insurtech Propels Distribution in Asia
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, November 2020 Issue.
November 20, 2020 — London
Europe’s Cross-Border Fund Managers Have Reasons to be Optimistic
These findings and more are from The Cerulli Edge―Europe Edition, 4Q 2020 Issue.
November 18, 2020 — Boston
COVID-19 Ushers Changes to Investor Behavior and Surfaces New Opportunities for Providers
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2020 Issue.
November 17, 2020 — London
Content, Technology, and Partnerships Are Dominating European Asset Managers’ Sales and Marketing Strategies
These findings and more are from The Cerulli Report—European Marketing and Sales Organizations 2020: Keeping Ahead of Rapid Change.
November 13, 2020 — Boston
RIAs Must Capitalize on Scale to Compete
These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2020: Exploring Drivers of Change.
November 9, 2020 — London
COVID-19 is Accelerating Asset Managers’ Use of Social Media
These findings and more are from The Cerulli Edge―Global Edition, November 2020 Issue.
November 5, 2020 — Boston
U.S. Professionally Managed Assets Reach $51.5 Trillion
November 4, 2020 — Boston
Fee Innovation Must Be Constant for Managers in a Price-Sensitive, Commoditized Market
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2020 Issue.
November 3, 2020 — London
European Pension Schemes Are Increasingly Seeking Assistance From Fiduciary Managers
These findings and more are from The Cerulli Report—European Retirement Industry 2020: Addressing Pensions’ Evolving Needs.
November 2, 2020 — Boston
Retirement Plan Providers Contend with Regulatory Headwinds and Ongoing Confusion Related to ESG Considerations
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, October 2020 Issue.
October 29, 2020 — Boston
Allocators Increasingly Evaluate Managers Through an ESG Lens
October 27, 2020 — Singapore
Asian Institutions Power Ahead in the New Digital Norm
These findings and more are from The Cerulli Report—Institutional Asset Management in Asia 2020: Setting the Stage for a New Era.
October 26, 2020 — London
No Doubt as to Sustainability of Eco-Friendly Exchange-Traded Funds
These findings and more are from The Cerulli Edge―European Monthly Product Trends, October 2020 Issue.
October 22, 2020 — Boston
Investors’ Willingness to Engage in Paid Advice Relationships Is Peaking
These findings and more are from The Cerulli Report—U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice.
October 21, 2020 — Boston
Wirehouses Lead Advisor Productivity Rates Among All Broker/Dealer Channels
These findings and more are from The Cerulli Report—U.S. Broker/Dealer Marketplace 2020: The Increasing Impact of Culture.
October 20, 2020 — Singapore
Digitalization Catches on in Asia’s Retirement Space
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, October 2020 Issue.
October 19, 2020 — Boston
Consultants Well Versed in Alternatives Are Best Positioned to Gain Share Among Institutional Investors
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 4Q 2020 Issue.
October 16, 2020 — Boston
Too Much Choice May Hinder Advisor Technology Adoption
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2020 Issue.
October 15, 2020 — Boston
Asset Managers Pursue a Vehicle-Agnostic Approach That Favors Lower-Cost Structures
These findings and more are from The Cerulli Report—U.S. Product Development 2020: Prioritizing Investment Product Initiatives.
October 14, 2020 — Singapore
Asian Asset Owners Take Heed of ESG Considerations
These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 4Q 2020 Issue.
October 13, 2020 — Boston
Direct Indexing Presents New Opportunities for Customization of Separately Managed Accounts
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2020 Issue.
October 9, 2020 — Boston
Enhanced Market Volatility May Temporarily Slow Outsourced Portfolio Construction
These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 4Q 2020 Issue.
October 7, 2020 — Singapore
Asia-Pacific Retirement Sector Gears Up to Meet Investors’ Evolving Needs
These findings and more are from The Cerulli Report—Asian Retirement Markets 2020: Reshaping the Silver Market.
October 5, 2020 — London
European Investors’ Appetite for Alternatives Tipped to Keep Growing
These findings and more are from The Cerulli Edge―Global Edition, October 2020 Issue.
October 1, 2020 — Boston
Despite Regulatory Challenges, Defined Contribution Asset Managers Continue to Pursue ESG-Focused Distribution Initiatives
These findings and more are from The Cerulli Report―U.S. Defined Contribution Distribution 2020: Adapting to Changes in the Regulatory Environment.
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
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.
September 29, 2020 — Boston
Issuers Credit Fixed-Income ETFs and Institutional Adoption for ETF Growth
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, September 2020 Issue.
September 28, 2020 — Singapore
Fixed-Maturity Products Maintain Appeal in Asia
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, September 2020 Issue.
September 25, 2020 — London
Europe’s Investors Ride the Next Wave of Sector Rotation
These findings and more are from The Cerulli Edge―European Monthly Product Trends, September 2020 Issue.
September 24, 2020 — London
Thematic, ESG, and Fixed-Income Products Are Set to Play a Key Role in the European ETF Market in the Coming Years
These findings and more are from The Cerulli Report—European Exchange-Traded Funds 2020: Adding Variety to Low Costs and Transparency.
September 17, 2020 — Boston
Low Interest Rate Environment Could Portend Insurance Industry Consolidation
These findings and more are from The Cerulli Report―U.S. Insurance General Accounts 2020: Finding Solutions Outside the Core.
September 16, 2020 — Boston
Health Savings Account Industry Set to Evolve in Coming Years
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 3Q 2020 Issue.
September 10, 2020 — Singapore
China Enters New Era of Greater Competition and Liberalization
These findings and more are from The Cerulli Report—Asset Management in China 2020: Rolling Out the Red Carpet.
September 8, 2020 — London
Impact Investing is on its Way to Joining the Mainstream
These findings and more are from The Cerulli Edge―Global Edition, September 2020 Issue.
September 3, 2020 — Boston
Plan Sponsors Hold the Keys to Boosting Retirement Readiness
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, September 2020 Issue.
September 2, 2020 — London
Asset Managers Realign Distribution Resources to Optimize Strategic Marketing Costs
These findings and more are from The Cerulli Report—U.S. Intermediary Distribution 2020: Aligning Impact with the Costs of Distribution.
August 31, 2020 — Boston
Direct Indexing Moves Downmarket as Possible Solution for Affluent and Mass-Affluent Clients
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, August 2020 Issue.
August 27, 2020 — Boston
Banks Embrace Technology at an Accelerated Pace
These findings and more are from The Cerulli Report—U.S. Private Banks and Trust Companies 2020.
August 26, 2020 — London
Investment Trust Fundraising in Europe Persists Amid Volatility
These findings and more are from The Cerulli Edge―European Monthly Product Trends, August 2020 Issue.
August 25, 2020 — Singapore
Asia’s Fund Industry Embraces Digital Tools in the New Normal
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, August 2020 Issue.
August 17, 2020 — London
Captive Managers Can Thrive as Competition for Insurance Assets Increases
These findings and more are from The Cerulli Edge—Europe Edition, 3Q 2020 Issue.
August 13, 2020 — Boston
An Increase in Day Trading Causes Advisors to Change their Approach
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 3Q 2020 Issue.
August 11, 2020 — Boston
Recent Market Turmoil May Shift Perception of Annuity Products
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, August 2020 Issue.
August 6, 2020 — Boston
COVID-19 Will Cause a Decline in Assets Under Management, but Create Opportunities for Managers
These findings and more are from The Cerulli Report—Global Markets 2020: A Sharper View of the Asset Management Sector.
August 5, 2020 — Boston
Transparency and Communication Help Advisors Shine in Digital-First Environment
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 3Q 2020 Issue.
August 4, 2020 — London
COVID-19 Strengthens the Case for Artificial Intelligence in Fund Management
These findings and more are from The Cerulli Edge―Global Edition, August 2020 Issue.
July 31, 2020 — Boston
Public Pension Plans Forced to Pin Liquidity Against Yield Pursuits
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 3Q 2020 Issue.
July 30, 2020 — Boston
Institutional Consultants Anticipate Long-Term Effects Resulting from COVID-19
These findings and more are from The Cerulli Report—U.S. Investment Consultants 2020: Adapting to the Post-COVID-19 Environment.
July 29, 2020 — Boston
Market Disruption Provides Opportunity for Active Fixed-Income Managers to Prove Value Over Passive Strategies
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, July 2020 Issue.
July 28, 2020 — London
Minimum Volatility May Be Smart, But Only Over the Longer Term
These findings and more are from The Cerulli Edge―European Monthly Product Trends, July 2020 Issue.
July 27, 2020 — Singapore
China Leads Exchange-Traded Fund Growth in Asia ex-Japan
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, July 2020 Issue.
July 23, 2020 — Boston
Managers Should Revisit Liquid Alternative Offerings Amid Push for Increased Fees and Revenue Diversification
These findings and more are from The Cerulli Report—U.S. Alternative Investments 2020: The Path Forward.
July 21, 2020 — Boston
Firms Reconsider Platform Consolidation Amid COVID-19 Market Correction
These findings and more are from The Cerulli Report—U.S. Managed Accounts 2020.
July 14, 2020 — Singapore
Asian Investors Rebalance Portfolios to Combat Uncertainties
These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 3Q 2020 Issue.
July 7, 2020 — London
COVID-19 Has Not Deterred Europe’s Insurers From Private Markets
These findings and more are from The Cerulli Edge―Global Edition, July 2020 Issue.
July 6, 2020 — Boston
Specialization and Diversification Drive Consolidation in Asset Management
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, July 2020 Issue.
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
June 30, 2020 — Singapore
China’s Insurance Industry to Grow Amid Economic Headwinds
These findings and more are from The Cerulli Edge—China Edition, 2Q 2020 issue.
June 29, 2020 — Boston
Opportunities Remain for Active Managers Despite Overall Negative Flow Figures
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2020 Issue.
June 25, 2020 — Boston
The Vast Majority of Investors Report Satisfaction with Advisor Experience
June 25, 2020 — London
Technology Funds Emerge as Winners from COVID-19
These findings and more are from The Cerulli Edge―European Monthly Product Trends, June 2020 issue.
June 23, 2020 — Boston
Paving the Path of Least Resistance Will Yield Investor Assets
These findings and more are from The Cerulli Report—U.S. Retail Investor Products & Platforms 2020.
June 22, 2020 — Boston
Once the Domain of Wirehouses, Managed Accounts Have Generated Interest in New Channels
These findings and more are from The Cerulli Edge—Managed Accounts Edition, 2Q 2020 Issue.
June 17, 2020 — Boston
Insights from Behavioral Finance Highlight the Value of Professionally Managed Investment Solutions
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2020 Issue.
June 16, 2020 — London
International Managers Can Find Opportunities in the South African Asset Management Sector
These findings and more are from The Cerulli Report—Asset Management in South Africa 2020: The Lie of the Land.
June 11, 2020 — Boston
Model Providers Need to Confront the Reasons Why Advisors Are Not Using Models to Reach Potential Addressable Market
These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2020: How Models Fit into a Broader Portfolio Construction Solution Set.
June 10, 2020 — Boston
Investors’ Risk Appetite Could be Permanently Altered by COVID-19—Time for Advisors to Reassess Investment Goals
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2020 Issue.
June 9, 2020 — Denver
Continuous Education and Certification Provides Advisors with Greater Differentiation
June 8, 2020 — London
Pandemic Leads to Unusual Pandemonium in Safe-Haven Bonds and Equities
These findings and more are from The Cerulli Edge―Global Edition, June 2020 Issue.
June 4, 2020 — Boston
Uncertainty Following the COVID-19 Outbreak Prompts Conversations Surrounding Health, Wealth, and Financial Wellness
These findings and more are from The Cerulli Report—U.S. Retirement End-Investor 2020: Helping Participants Navigate Uncertainty.
May 29, 2020 — Boston
Interval Funds Draw New Interest from Asset Managers Seeking Flexibility and Improved Revenue Generation
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2020 Issue.
May 28, 2020 — London
European Insurers Are Seeking Increasing Assistance with Their Investment Portfolios
These findings and more are from The Cerulli Report—European Insurance Industry 2020: Meeting Insurers’ Evolving Needs.
May 27, 2020 — London
European ETFs Survive the Redemption Test
These findings and more are from The Cerulli Edge―European Monthly Product Trends, May 2020 Issue.
May 26, 2020 — Singapore
Bond Funds Poised to Maintain Strong Growth in Southeast Asia
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, May 2020 Issue.
May 19, 2020 — Boston
Capital Preservation Takes Center Stage for High-Net-Worth Investors During the Market Downturn
These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-Net-Worth Markets 2019.
May 18, 2020 — London
“Democratization” of Private Investments for Europe’s Retail Fund Investors
These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2020 Issue.
May 18, 2020 — London
“Democratization” of Private Investments for Europe’s Retail Fund Investors
These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2020 Issue.
May 14, 2020 — Singapore
Asset Managers See Fintech Push as Key Priority for Business Growth in Southeast Asia
These findings and more are from The Cerulli Report—Asset Management in Southeast Asia 2020: Preparing for the Coming New Age.
May 7, 2020 — Boston
As ETFs Deviate from NAVs, Advisors Need Education on Using Mutual Fund and ETF Vehicles in Concert
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, May 2020 Issue.
May 5, 2020 — London
Impact Investing in Europe Is Set to Benefit From Fiduciary Demand, But Challenges Remain
These findings and more are from The Cerulli Edge―Global Edition, May 2020 Issue.
April 30, 2020 — Boston
Health Systems Gradually Augment Private Equity Allocations to Pursue Both Strategic Objectives and Yield Targets
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 2Q 2020 Issue.
April 29, 2020 — Boston
Long-Term Mutual Funds and ETFs Experience Double-Digit Asset Declines While Money Market Funds Added More Than $700 billion in Net Flows
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, April 2020 Issue.
April 28, 2020 — London
The Coronavirus Pandemic Is Affecting Gold’s Safe Haven Status
These findings are from The Cerulli Edge―European Monthly Product Trends, April 2020 Issue.
April 27, 2020 — Singapore
Indian Managers Gear Up for Passive Products
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, April 2020 Issue.
April 22, 2020 — Boston
Sponsors Rediscover Proprietary Asset Management
These findings and more are from The Cerulli Edge—Managed Accounts Edition, 1Q 2020 Issue.
April 21, 2020 — Boston
The Race to Zero Provides Advisors with Greater Portfolio Possibilities
These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 2Q 2020 Issue.
April 17, 2020 — London
European Investors are Embracing ESG While Looking to Cut Costs Where Possible
These findings and more are from The Cerulli Report—European Distribution Dynamics 2020: Cross-Roads and Cross-Borders.
April 14, 2020 — Boston
Registered Investment Advisor Channel Growth Soars
These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, April 2020 Issue.
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 26, 2020 — London
Japanese Equity Funds: Time for European Investors to Take a Longer-Term View
These findings are from The Cerulli Edge―European Monthly Product Trends, March 2020 Issue.
March 25, 2020 — Boston
Mutual Fund and ETF Assets Plunge in February, Set to Decline Further in March
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, March 2020 Issue.
March 24, 2020 — Singapore
Advisory Model Gains Some Needed Ground
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, March 2020 Issue.
March 16, 2020 — Boston
More Than 40% of 401(k) Plan Participants Lack an Official Source of Retirement Advice
These findings and more are from The Cerulli Edge—U.S. Retirement 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.
March 10, 2020 — London
Alternative Managers Need to Adapt Their Fee Structures in Response to Increasing Price Sensitivity
These findings and more are from The Cerulli Report―European Alternative Investments 2020: Matching Different Demands.
March 5, 2020 — London
Who or What is to Blame for the Plight of the U.K.’s Defined Contribution Retirees?
These findings and more are from The Cerulli Edge―Global Edition, March 2020 Issue.
March 2, 2020 — Boston
Accessibility and Understanding of Investors’ Risk Tolerance Levels Will Help Advisors Retain Assets During Turbulent Market Conditions
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2020 Issue.
February 27, 2020 — Boston
Health and Hospital Systems Seek to Boost Allocations to Alternative Investments
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends Edition, February 2020 Issue.
February 26, 2020 — Singapore
Australian Investors Warm Up to Sustainable Themes
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, February 2020 Issue.
February 25, 2020 — London
Floating-Rate Funds: Still Relevant for Investors’ Diversification?
These findings and more are from The Cerulli Edge—European Monthly Product Trends, February 2020 Issue.
February 24, 2020 — London
Quality and Quantity Are Essential if Europe’s Fledgling Green Bond Market is to Keep Growing
These findings and more are from The Cerulli Edge—Europe Edition, 1Q 2020 Issue.
February 18, 2020 — London
Regulation Will Be a Driver of Demand for Specific ESG Capabilities
These findings and more are from The Cerulli Edge―Global Edition, February 2020 Issue.
February 6, 2020 — Boston
OCIO Search Consultants Rise as Influential Intermediaries
These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 1Q 2020 Issue.
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.
February 4, 2020 — Boston
A More Diverse Advisorforce Can Help Counteract Looming Talent Shortage
These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 1Q 2020 Issue.
January 30, 2020 — Boston
Amid Push for Wrapper-Agnostic Products, Semi-Transparent Active ETF Filings Show Promise
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends Edition, January 2020 Issue.
January 29, 2020 — Singapore
Buoyant Outlook for Asia’s Insurance Annuities
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, January 2020 Issue.
January 27, 2020 — London
Is an Absolute Return to the Good Days Possible?
These findings are from The Cerulli Edge―European Monthly Product Trends Edition, January 2020 Issue.
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.