Press

Nearly 40% of U.S. Advisors Are Using Alternative Investments

The Cerulli Report - U.S. Alternative Investments 2018: Accessing Evolving Alternative Platforms

U.S. Rep-as-Advisor Assets Present Major Risks, Despite Unexpected Growth

The Cerulli Edge — Managed Accounts Edition, 3Q 2018 Issue

Opportunities and Challenges in the Notoriously Opaque Market of the Gulf Cooperation Council Countries

The Cerulli Report — Asset Management in the Middle East 2018: Pockets of Addressability

CIT Target-Date Assets Increased 85% in Two Years

The Cerulli Edge - U.S. Retirement Edition, 3Q 2018 Issue

U.S. Wealth Managers Building Out ESG Capabilities for Investors and Advisors

The Cerulli Edge - U.S. Asset and Wealth Management Edition, September 2018 Issue

U.S. Asset Managers Shift Focus to Advisor Behavior as Channel Lines Blur

The Cerulli Report - U.S. Intermediary Distribution 2018: A Holistic Approach to Wholesaling

Managers' Best Option is to Cover All the Defined Contribution Pension Bases

Default funds need to offer flexibility given the ongoing uncertainty

The Cerulli Edge - Global Edition, September 2018 Issue

U.S. Private Banks Must Embrace the Digital Era to Meet the Rising Demands of Clients

The Cerulli Report - U.S. Private Banks & Trust Companies 2018: Fostering Growth and Digital Innovation

Feeders Rule in Malaysia and Thailand

They are the ideal routes for foreign managers looking to tap into these markets' retail assets

The Cerulli Edge - Asian Monthly Product Trends Edition, August 2018 Issue

Flexibility Gives Investment Trusts the Edge

Narrowing of discounts is boosting shareholder returns

The Cerulli Edge - European Monthly Product Trends

Building Out New Vehicle Offerings is a High-Priority Initiative for U.S. Asset Managers

The Cerulli Edge - U.S. Monthly Product Trends Edition, August 2018 Issue

U.S. Institutional Custom Solutions Set for Growth, According to Recent Cerulli Survey

The Cerulli Report - U.S. Institutional Marketing and Sales Organizations 2018: Tactics and Resources to Get from RFP to Client Funding

Money Management Institute and Cerulli Associates to Consolidate Investment Advisory Solutions Industry Data

Industry Leaders to Combine Previously Separate Efforts

Product Partnerships Key to Accessing Southeast Asian Retail Assets

Meanwhile, the institutional segment has seen more outsourcing activity

The Cerulli Report - Asset Management in Southeast Asia 2018: Building Strength and Scale

Managers Must Help Insurers Achieve Portfolio Harmony

As rate hikes loom, selectivity, duration, and timing are crucial when adding investments

The Cerulli Edge - Europe Edition, 3Q 2018 Issue

Risk Reluctance: Three-Quarters of U.S. Investors Prefer Protection Over Alpha

The Cerulli Edge - U.S. Retail Investor Edition, 3Q 2018 Issue

The Global Fund Management Outlook Is Positive, With Emerging Markets Leading the Way

The expansion of the middle class in countries such as India and China, and the development of new technology are creating opportunities for asset managers

The Cerulli Report - Global Markets 2018: Breaking Down Barriers as Opportunities Evolve

U.S. Banks and Recordkeepers Missing HENRY Opportunity

The Cerulli Edge - U.S. Asset and Wealth Management Edition, August 2018 Issue

China Opens Doors Wider to Funds Market

Foreign managers now have more options to access Chinese assets
The Cerulli Report - Asset Management in China 2018: New Horizons in an Era of Reforms

EU's Privacy Regulation Still a Work in Progress for Asset Managers

Using third-party service providers adds to the complexity

The Cerulli Edge - Global Edition, August 2018 Issue

Political Renewal, Regional Amnesties Generate Opportunities for Cross-Border Managers in Latin American Retail Market

The Cerulli Report - Latin American Distribution Dynamics 2018: New Opportunities for Cross-Border Products

Shariah Investments Gain Further Ground

Malaysia remains Asia's biggest Shariah funds market, followed by Indonesia

The Cerulli Edge - Asian Monthly Product Trends Edition, July 2018 Issue

U.S. Taxable Bond ETFs Lead All Other Asset Classes in Net Flows

The Cerulli Edge - U.S. Monthly Product Trends Edition, July 2018 Issue

Japan Funds on Track for Further Growth

An Olympic Games boost may help allay worries about a sales-tax hike

The Cerulli Edge - European Monthly Product Trends Edition, July 2018 Issue

Taking Accounting Rules Changes into Consideration, ETF Issuers Pursue Insurance General Accounts

The Cerulli Edge - U.S. Institutional Edition, 3Q 2018 Issue

Breaking into DC Pensions' Default Funds Will be Vital for European Asset Managers

With most DC savers ending up in the default fund, managers must find a way to access this ever-increasing pool of assets

The Cerulli Report - European Institutional Dynamics 2018: Identifying Opportunities by Channel and Market

Billion-Dollar RIAs Face Growing Pains

The Cerulli Edge - U.S. Advisor Edition, 3Q 2018 Issue

Offshore Funds Set to Continue Reign in Asia

Push for funds to be locally domiciled is unlikely to dent offshore dominance

The Cerulli Edge - Asia-Pacific Edition, 3rd Quarter 2018 Issue

Race to the Bottom in U.S. Asset Management Fees Accelerates

The Cerulli Edge - U.S. Asset and Wealth Management Edition, July 2018 Issue

AI and Big Data Enabling ESG Investors to Clear the 'Poor Disclosure' Hurdle

New environmental, social, and governance investment themes are appearing

The Cerulli Edge - Global Edition, July 2018 Issue

Participants Don't Know What to Do with Their 401(k) Savings at Retirement

The Cerulli Edge - U.S. Retirement Edition, 2Q 2018 Issue

Income Rules Over New Ideas

Though new product concepts are emerging, income remains a top priority for Asian investors

The Cerulli Edge - Asian Monthly Product Trends Edition, June 2018 Issue

70% of IRA Assets Held by Individuals Age 60 and Older, Totaling Nearly $6.5 Trillion

The Cerulli Report - U.S. Retirement End-Investor 2018: IRA Owners and 401(k) Plan Participants

Taking the Path to Long-Term Profitable Growth

Managers get ready to face regulatory and digital challenges amid fee pressures

The Cerulli Report - Asian Distribution Dynamics 2018: Re-Orienting Business Strategies

U.S. Advisor Adoption of ESG Strategies Remains Limited, Despite Increased Conversation

The Cerulli Edge - U.S. Monthly Product Trends Edition, June 2018 Issue

Multi-Factor Set to be the New Plain Vanilla in Smart Beta

Providers digging deep to achieve incremental returns

The Cerulli Edge - European Monthly Product Trends Edition, June 2018 Issue

Choice Architecture: Less is More

The Cerulli Report - U.S. Retail Investor Products and Platforms 2018: Defining Client Experience Through Choice Architecture

New Product Incubation Opportunities in the U.S. Move from Wirehouses to RIAs

The Cerulli Edge - U.S. Managed Accounts Edition, 2Q 2018 Issue

For U.S. 401(k) Plans, Retirement Income May Be Next on the Agenda

The Cerulli Edge - U.S. Asset and Wealth Management Edition, June 2018 Issue

Scalable Solutions Key in Shrinking Insurance and Pension Markets

Asset managers in Europe need to adapt to continuing marketspace consolidation

The Cerulli Edge - Global Edition, June 2018 Issue

U.S. Mutual Fund Assets Continue Downward Slide for the Third Straight Month

The Cerulli Edge - U.S. Monthly Product Trends Edition, May 2018 Issue

Japan's Artificial Intelligence Funds on the Rise

The popularity of artificial intelligence (AI) and robotics funds is partly due to their long-term growth stories

The Cerulli Edge - Asian Monthly Product Trends Edition, May 2018 Issue

European Small Caps Hold Up Better in Troubled Times

Smaller cap funds should consider a performance fee

The Cerulli Edge - European Monthly Product Trends Edition, May 2018 Issue

Fee Pressure is Growing for Europe's Active Managers

Investors in passive funds are now looking for more than just low costs

The Cerulli Edge - Europe Edition, 2Q 2018 Issue

Will U.S. Investor Preference Kill Rep-as-Portfolio-Manager Programs?

The Cerulli Edge - U.S. Retail Investor Edition, 2Q 2018 Issue

Share of Subadvised U.S. Mutual Fund Assets Shifting from Unaffiliated Single-Subadvisor to Multi-Subadvisor Arrangements

The Cerulli Report - U.S. Subadvisory Marketplace 2018: Shifting Product Use Drives a Changing Landscape

Subadvisory Is One of the Fastest-Growing Opportunities for Asset Managers in Europe

Subadvisory is already attracting approximately 5.4% of today's total European mutual fund and exchange-traded fund net inflows

The Cerulli Report - European Distribution Dynamics 2018: Addressing a Shifting Landscape

Investment Cultures Set U.S. Multi-Family Offices Apart

The Cerulli Edge - U.S. Edition, May 2018 Issue

Solvency II: Two Years On

Managers must focus on asset classes that align with insurers' needs and developing capital-efficient solutions
The Cerulli Edge - Global Edition, May 2018 Issue 

U.S. Mutual Funds Experience First Quarter Net Flows of $67.2 Billion, Slightly More Than ETFs' Total of $64.6 Billion

The Cerulli Edge - U.S. Monthly Product Trends Edition, April 2018 Issue

Margin Pressure Threatens Broker/Dealers Lacking Scale or Specialization

The Cerulli Report - U.S. Broker/Dealer Marketplace 2017: Segments of Strength

European Insurers Want Asset Managers to Work with Them as Partners

Managers should be building strong insurance teams and adopting a solution-based approach

The Cerulli Report - European Insurance Industry 2018: Embracing the New Normal

China's Private Funds Lure Foreign Managers

With assets of nearly US$2 trillion, the market is becoming more attractive but also more competitive

The Cerulli Edge - Asian Monthly Product Trends Edition

Europe's Money Markets Revamp to Meet New Rules

Uncertainty prevails as the deadline looms

The Cerulli Edge - European Monthly Product Trends Edition, April 2018 Issue

U.S. Tax Reform: Catalyst for Increased Corporate Contributions

The Cerulli Edge - U.S. Institutional Edition, 2nd Quarter 2018 Issue

U.S. Institutional Custom Solutions Assets Expected to Grow 10.4% to $1.9 Trillion by 2021

The Cerulli Report - North American Institutional Markets 2017: Strategies for Implementing Customized Services Across Client Segments

Approximately 75% of U.S. Advisors Feel That Active and Passive Investments Complement Each Other

The Cerulli Report - U.S. Product Development 2017: Advisor Product Demand in a Model-Driven Environment

Financial Planning Support a Growing Differentiator for U.S. Broker/Dealers

The Cerulli Edge - U.S. Advisor Edition, 2Q 2018 Issue

Managers Continue to Favor Banks as Distribution Partners

Alternative modes of distribution not posing much of a threat to banks' dominance in Asia

The Cerulli Edge - Asia-Pacific Edition, 2nd Quarter 2018 Issue

Will the World's Largest Tech Companies Disrupt the U.S. Digital Financial Advice Market?

The Cerulli Edge - U.S. Asset and Wealth Management Edition, April 2018 Issue

The Rise of ESG in Alternatives

Environmental, social, and governance investing is playing an increasing role in alternative asset classes

The Cerulli Edge - Global Edition, April 2018 Issue

U.S. ETFs See Negative Net Flows for First Time Since January 2016

The Cerulli Edge - U.S. Monthly Product Trends Edition, March 2018 Issue

Room for Growth in Asia's Sustainable Investments

Socially responsible investments still have a long way to go to gain a foothold in Asia ex-Japan's retail markets

The Cerulli Edge - Asian Monthly Product Trends Edition, March 2018 Issue

Europe's Property Funds are Set to Build on a Solid Foundation

Sector offers the U.K.'s generation of renters the next best thing to home ownership

The Cerulli Edge - European Monthly Product Trends Edition, March 2018 Issue

China's Money Market Funds Retain Their Allure Despite Curbs

But regulatory guidelines are likely to shift managers' focus toward other products

The Cerulli Report - Asset Management in China 2018, 1Q 2018 Strategic Overview

Simplifying the Ecosystem: The Rise of U.S. Unified Advisory Platforms

The Cerulli Edge - U.S. Managed Accounts Edition, 1Q 2018 Issue

401(k) Plan Sponsors, Providers, and Participants Not Always on The Same Page

The Cerulli Edge - U.S. Retirement Edition, 1Q 2018 Issue

Private Banks Value Performance Above All Else When Evaluating Alternative Asset Managers

When looking to work with private banks, European asset managers should be emphasizing their track record

The Cerulli Report - European Alternative Investments 2018: The Next Steps in Product Development

One-Quarter of U.S. Advisors Retiring Within 10 Years Still Uncertain About Succession

The Cerulli Report - U.S. Advisor Metrics 2017: The Next Generation of Planning

China and India Race Ahead in Digital Distribution

Further growth in online fund distribution is likely to come from increasing collaboration among players in the fintech space

The Cerulli Edge - Asian Monthly Product Trends Edition, February 2018 Issue

High-Yield Bond Funds May Once Again Deliver High Yields

The spike in bond yields is an opportunity as well as a threat

The Cerulli Edge - European Monthly Product Trends Edition, February 2018 Issue

A Growing Number of U.S. Asset Managers are Engaging with Outsourced CIOs

The Cerulli Report - U.S. Outsourced CIO Function 2017: Identifying Emerging Opportunities Across Institutional Investors

Demand for Differentiation Within the Alternative UCITS Space is Growing

Strategies need to strike the right balance of price and complexity

The Cerulli Edge - Europe Edition, 1Q 2018 Issue

Age of Opportunity: Interest Outpaces Action in U.S. Digital Advice

The Cerulli Edge - U.S. Retail Investor Edition, 1st Quarter 2018 Issue

More Than Two-Thirds of U.S. HNW Practices Expect to Increase Their Use of Direct Investments

The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2017: Emergent Product Trends for Sophisticated Investors

U.S. Managed Account Assets in Defined Contribution Plans See Strong Year-Over-Year Growth

The Cerulli Report - U.S. Retirement Markets 2017: The Rise of Fiduciary Services

Synergies of Servicing Life Insurers and Pensions Implementing Liability-Driven Investing

The Cerulli Edge - U.S. Asset and Wealth Management Edition, February 2018 Issue

Millennial Fund Investors Not Unique

Marketers blinded by generalizations in targeting the generation

The Cerulli Edge - Global Edition, February 2018 Issue

U.S. Insurance Asset Managers Remain Confident About Growth of Insurance Investment Outsourcing

The Cerulli Edge - U.S. Institutional Edition, 1st Quarter 2018 Issue

U.S. Actively Managed Mutual Funds and ETFs See Positive Net Flows for First Year Since 2014

The Cerulli Edge - U.S. Monthly Product Trends Edition, January 2018 Issue

Strong Tailwinds Lift Australia's ETF Market

With more investors and fund managers showing interest in exchange-traded products, growth is set to continue

The Cerulli Edge - Asian Monthly Product Trends Edition, January 2018 Issue

Global Equity Funds Face End of Bull Market

Emerging markets may offer better value when sentiment turns bearish

The Cerulli Edge - European Monthly Product Trends Edition, January 2018 Issue

U.S. RIA Aggregators' and Platforms' Mounting Momentum

The Cerulli Edge - U.S. Advisor Edition, 1Q 2018 Issue

Cause for Optimism in Asia's Fund Industry

Improved economic fundamentals and bullish calls on stock markets are raising investor confidence for the year ahead

The Cerulli Edge - Asia-Pacific Edition, 1Q 2018 Issue

Portfolio Risks Pose Conflict in U.S. Advisory Relationships

The Cerulli Edge - U.S. Asset and Wealth Management Edition, January 2018 Issue

No Shocks Expected for Asset Managers in 2018

In Europe bonds, ESG, passives, infrastructure among focal points
The Cerulli Edge - Global Edition, January 2018 Issue

Fiduciary Standard Now Commands More Than 40% of U.S. Advised Retail Assets

The Cerulli Edge - U.S. Monthly Product Trends Edition, December 2017 Issue

Insurers Play Growing Role in Asia's Fund Distribution

The Cerulli Edge - Asian Monthly Product Trends Edition, December 2017 Issue

Emerging and Passive Funds Set for a Bonanza Year

Europe's passives marketshare in line for a MiFID II boost
The Cerulli Edge - European Monthly Product Trends Edition, December 2017 Issue

U.S. Managed Accounts Offer Customization That Target-Date Funds Lack

The Cerulli Edge - U.S. Managed Accounts Edition, 4Q 2017 Issue

U.S. National and Regional B/Ds Grew Assets at the Fastest Year-Over-Year Rate

The Cerulli Report - U.S. Broker/Dealer Marketplace 2017: Segments of Strength

Sales of Fee-Based Variable Annuities and Fixed-Indexed Annuities on the Rise in the U.S.

The Cerulli Report - U.S. Annuity Markets 2017: Guaranteed Retirement Income in a Fiduciary World

Global Asset Managers Address the Changing Nature of Major Institutional Asset Owners' Investments

The Cerulli Report - Global (Institutional) Gatekeepers 2017: Worldwide Trends in Institutional Distribution

U.S. Collective Investment Trusts Assets Grew to Roughly $2.8 Trillion as of Year-End 2016

The Cerulli Report - North American Institutional Markets 2017: Strategies for Implementing Customized Services Across Client Segments

U.S. Asset Managers Build ESG Investing Capabilities in Expectation of Future Demand

The Cerulli Edge - U.S. Edition, December 2017 Issue

Increased Focus on Fiduciary Services Offered in the U.S. DC Plan Market

The Cerulli Report - U.S. Retirement Markets 2017: The Rise of Fiduciary Services

More Than 90% of U.S. Managers Place at Least a Moderate Priority on Incorporating ESG Factors into the Investment Process

The Cerulli Report - U.S. Environmental, Social, and Corporate Governance Investing 2017: Assessing True Client Demand for ESG Criteria

Boxed Out of Target Date: DC Asset Managers Can Find Opportunity in Standalone Investment Options

The Cerulli Edge - U.S. Retirement Edition, 4Q 2017 Issue

Regulatory Headache Looms for U.K. Consultants

Firms may be forced to spin out fiduciary offerings into separate entities
The Cerulli Edge - Global Edition, December 2017 Issue

U.S. Millennial Advisors are Heavy Adopters of Financial Planning

The Cerulli Report -  U.S. Advisor Metrics 2017: The Next Generation of Planning

Funds of Funds Offer Growth Potential in China

They are especially promising in the third-pillar retirement space
The Cerulli Edge - Asian Monthly Product Trends Edition, November 2017 Issue

Regulations and Hunger for Yield to Drive Asian Life Investments

Asset managers keen to serve insurers have to keep up with their evolving needs
The Cerulli Report - Asian Insurance Industry 2017: Changing Investment Needs  Generate Opportunities

European Conviction Funds Struggle to Outperform Bull Markets

Passives to gain further if conviction funds fail to improve performance
The Cerulli Edge - European Monthly Product Trends Edition, November 2017 Issue

Creating the Best of Both Worlds: Designing the Optimum Hybrid Advice Platform in the U.S.

The Cerulli Report - U.S. Retail Investor Advice Relationships 2017: Prioritizing Advice Solutions for a Hybrid Future

U.S. Multi-Family Offices' Success Is Forcing the Industry to Rethink its Approach

The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2017: Emergent Product Trends for Sophisticated Investors

The U.S. Outsourced CIO Market Could Exceed $2.7 Trillion by 2022

The Cerulli Report - U.S. Outsourced CIO Function 2017: Identifying Emerging Opportunities Across Institutional Investors

Regulation Is Dampening Product Innovation

Europe's asset managers see increased demand for customized products
The Cerulli Edge - Europe Edition, 4Q 2017 Issue

Nearly 30% of U.S. Retirees Prefer to Consolidate Assets, But Have Not Taken Action

The Cerulli Edge - U.S. Retail Investor Edition, 4Q 2017 Issue

Asset Managers Need to Have the Right Number of Salespeople in Each European Market--and Ensure That They Are the Right People

The number of salespeople needed to serve a market effectively varies across Europe, but a consistent theme is the rise of the product specialist
The Cerulli Report - European Marketing and Sales Organization 2017: Winning Strategies for Asset Managers

How to Stand Out in Asia's Institutional Markets

To win institutional assets, managers need to excel in at least four areas: performance, specialization, servicing, and being in investment consultants' good books
The Cerulli Report - Institutional Asset Management in Asia 2017: Keeping Up With Institutions' Growing Sophistication

Centralization of Investment Influence Challenges U.S. Asset Management Opportunities

The Cerulli Edge - U.S. Edition, November 2017 Issue

Ultra-Cheap Passive In-House Funds of Funds are Prospering

Unfettered FoFs are growing faster but cost is a key factor for investors
The Cerulli Edge - Global Edition, November 2017 Issue

The Exclusive Billion-Dollar RIA Club Controls 60% of Channel Assets

The Cerulli Report - U.S. RIA Marketplace 2017: Ascendance of the Billion-Dollar Firm

Open-Architecture Target-Date Managers Seek Differentiated, Best-in-Class Investment Managers

The Cerulli Edge - U.S. Monthly Product Trends Edition, October 2017 Issue

Liquid Alternatives Should Be Flowing in the Age of the Tracker

Flows and performance disappoint as markets correlate
The Cerulli Edge - European Monthly Product Trends Edition, October 2017 Issue

U.S. Retail Assets Catching Up to Institutional, Closing in on $19 Trillion as of Year-End 2016

The Cerulli Report - The State of U.S. Retail and Institutional Asset Management 2017: Identifying Growth Markets

Australia's Retail Assets Head Overseas

There are retail opportunities for global asset managers, especially as appetite turns toward international funds
The Cerulli Edge - Asian Monthly Product Trends Edition, October 2017 Issue

Global Macro Strategies Lead U.S. Hedge Fund Managers' New Product Development Plans for 2017

The Cerulli Report - U.S. Alternative Products and Strategies 2017: The Evolving Search for Risk-Adjusted Returns

The U.K. Market Has the Greatest Potential for DC Growth and Profitability in Europe

European asset managers believe defined contribution (DC) pensions have high strategic importance and say the U.K. is the key market in the region
The Cerulli Report - European Defined Contribution: Navigating the Changing Landscape

U.S. CIT Assets Experience Double-Digit Growth for First Time Since 2012

The Cerulli Edge - U.S. Institutional Edition, 4Q 2017 Issue

Asian Insurers' Search for Yield is Creating Openings for Global Managers

Relaxing of overseas investment rules is leading to asset-raising opportunities
The Cerulli Edge - International Institutional Edition, 4Q 2017

Third-Party Funds Can Find a Place on Non-Independent Financial Advisors' Buy Lists in Germany

It takes effort to build relationships, but many German non-independent financial advisors have a say in which funds appear on their buy lists and are open to working with third parties
The Cerulli Report - Asset Management in Germany 2017: Positioning for Growth in Europe's Heartland

Focus on Financial Stability in China Sets Stage for Asset Growth

Foreign managers accelerate their expansion through WFOEs
The Cerulli Report - Asset Management in China 2017: Transitioning Under a New System

Potential for Growth in Asia's Consulting Use

While investment consulting is still nascent in the region, there are opportunities for such services to thrive
The Cerulli Edge - Asia-Pacific Edition, 4Q 2017 Issue

U.S. IBD Advisors Most Likely to Outsource Model Portfolios

The Cerulli Edge - U.S. Advisor Edition, 4Q 2017 Issue

Saving the Dinosaurs: Industry Trends Threaten U.S. Broker/Dealer Structure

The Cerulli Edge - U.S. Edition, October 2017 Issue

Australia's Super Funds Seek Overseas Exposure

Growing allocations overseas point to opportunities for global managers
The Cerulli Report - Asset Management in Australia 2017: Burgeoning Appetite for Foreign Investment Themes

Cost Cutting is Not European Asset Managers' Top Priority

Firms with squeezed margins are opting to focus more on lucrative clients
The Cerulli Edge - Global Edition, October 2017 Issue

CIT Use in U.S. DC Plans Ripe for Re-Evaluation

The Cerulli Report - U.S. Defined Contribution Distribution 2017: Re-Evaluating the Use of CITs in DC Plans

Women in the U.S. More Likely to Run Financial Planning Practices Than Men

The Cerulli Edge - U.S. Monthly Product Trends Edition, September 2017 Issue

U.S. Asset Managers Seek New Ways to Package and Distribute Actively Managed Products in Investment Models

The Cerulli Report - U.S. Product Development 2017: Advisor Product Demand in a Model-Driven Environment

Need for Innovation as Wealth Grows

Managers in India will need to meet demand for product customization
The Cerulli Edge - Asian Monthly Product Trends Edition, September 2017 Issue

Indian Mutual Fund Industry Scales New Heights, Holds Long-Term Potential

Thrust on investor education and digital modes bodes well as product trends and regulations evolve
The Cerulli Report - Asset Management in India 2017: Targeting the Next Growth Phase

U.S. Advisors Being Pushed Away from Portfolio Construction and Toward Relationship-Building

The Cerulli Edge - U.S. Managed Accounts Edition, 3Q 2017 Issue

In Advance of Potential Tax Reform, Two-Thirds of U.S. Retirement Savers Don't Understand Roth

The Cerulli Edge - U.S. Retirement Edition, 3Q 2017 Issue

Long-Term Net Returns and Diversification Benefits Help U.S. Investors Remain Committed to Hedge Funds

The Cerulli Edge - U.S. Edition, September 2017 Issue

Growing Pains for Smart Beta Fixed-Income ETFs

European fund managers seeking to grow marketshare face considerable challenges
The Cerulli Edge - Global Edition, September 2017

U.S. ETFs Surpassed the $3 Trillion Asset Mark for the First Time in July 2017

The Cerulli Edge - U.S. Monthly Product Trends Edition, August 2017 Issue

Regulatory Developments Drive Shifts in Japanese Investor Appetites

While funds with monthly payouts are losing their dominance, interest in overseas investments is increasing
The Cerulli Edge - Asian Monthly Product Trends Edition, August 2017 Issue

Armed with Data, U.S. Distribution Teams are Upping their Game

The Cerulli Report - U.S. Intermediary Distribution 2017: Operating in a Data-Driven World

Emerging Markets Active Funds Need to Justify Fees

European investors pile in, but insist on cheap access
The Cerulli Edge - European Monthly Product Trends Edition, August 2017 Issue

Changing Fortunes of Europe's Convertible Bonds Set to Continue

Rising-interest-rate environment feeding demand
The Cerulli Edge - Europe Edition, 3Q 2017

U.S. Advisor Reliance Peaks Among Those without College Degrees

The Cerulli Edge - U.S. Retail Investor Edition, 3Q 2017 Issue