Press

Alternative Managers Should Listen to Asset Owners and Increase Their Focus on Responsible Investment

Research from Cerulli Associates and UN PRI shows that investors seek products that achieve a targeted return while doing good for society and the environment

The Cerulli Report—European Alternative Investments 2019: The Evolving Integration of ESG

Outsourced CIO at an Inflection Point

New findings from a Cerulli research survey reveal strong OCIO growth ahead, but institutions are demanding more
Research study on behalf of BlackRock: OCIO at an Inflection Point: Strong Growth Ahead, but Institutions Are Demanding More

ESG Faces Headwinds to Adoption in U.S. Defined Contribution Market

Plan sponsors’ ESG preference takes a back seat to performance and price

The Cerulli Edge—U.S. Retirement Edition, 1Q 2019 Issue

Property Funds Are Set for a Good Year, Despite Liquidity Worries

While liquidity concerns loom, the need for diversification will continue to fuel demand

The Cerulli Edge—Global Edition, March 2019 Issue

Complexity and Definitional Ambiguity Challenge Strategic Beta Adoption

Less than one-quarter of advisors report using strategic beta products
The Cerulli Edge—U.S. Asset and Wealth Management Edition

Private Equity Investors Seek Alternative Fund Structures for Flexibility and Control

The Cerulli Edge—U.S. Monthly Product Trends Edition, February 2019 Issue

Mega Teams Wield Control of Nearly Two-Thirds of Industry Assets Across All Channels

Scale and specialization to deliver an enhanced client experience and drive growth 

The Cerulli Report—U.S. Advisor Metrics 2018: Reinventing the Client Experience

Bond Funds Are Set to Rebound in 2019

Passives are likely to see the fastest growth

The Cerulli Edge—European Monthly Product Trends Edition, February 2019 Issue

Huge Potential for Asia’s Target-Date Funds

Still in their infancy, assets are poised to take off as populations age

The Cerulli Edge—Asian Monthly Product Trends Edition, February 2019 Issue

U.K. Defined Contribution Pensions Are Finally Set to Embrace Illiquid Investments

But product innovation is needed if savers are to benefit

The Cerulli Edge—Europe Edition, 1Q 2019 Issue

Advised U.S. Investors Prefer Fees to Commissions

Fee preferences are largely bifurcated between do-it-yourselfers and outsourcers

The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2019 Issue

Regulatory Advantages and Demand for Low-Cost Vehicles Spark CIT Growth in the U.S.

Further education and custom fee arrangements key to maintaining growth

The Cerulli Edge—U.S. Institutional Edition, 1Q 2019 Issue

U.S. Firms Turn to Multi-Asset-Class Solutions to Diversify Product Lines

Maintaining positive asset flows during volatile periods demands creative product differentiation and packaging

The Cerulli Edge—U.S. Asset and Wealth Management Edition, February 2019 Issue

Asset Managers Are Eyeing Trade Finance

Despite the challenges involved in acquiring the asset class, investor demand is high

The Cerulli Edge—Global Edition, February 2019 Issue

OCIO 2.0: The Next Phase of the OCIO Industry

The Outsourced Chief Investment Officer (OCIO) Market Remains a Bright Spot for Asset Managers

The Cerulli Report—U.S. Outsourced CIO Function 2018: Increasing Competition and Service Customization

Fixed-Income Mutual Funds and ETFs Attract Significant Net Flows During 2018

Advisors commonly use taxable and municipal fixed income to achieve downside risk protection

The Cerulli Edge—U.S. Monthly Product Trends Edition, January 2019 Issue

Emerging Market Funds with an ESG Dimension Offer Opportunities for European Managers and Investors

Scope for more environmental, social, and governance EM funds

The Cerulli Edge—European Monthly Product Trends Edition, January 2019 Issue

ETF Issuers Face Distribution Headwinds

Home-office approval, wholesaler incentivization, and payment for distribution are among top challenges to asset growth

The Cerulli Report—U.S. Exchange-Traded Fund Markets 2018: Innovating for the Investor

Private Equity Makes Inroads into Retail

The asset class is gaining interest among wealthy individuals

The Cerulli Edge—Asian Monthly Product Trends Edition, January 2019 Issue

Big Accounts Out, Small Accounts In: Current Dynamics in the 401(k) Market

Creating Opportunity Amidst Negative Net Flows in the Mature 401(k) Market

The Cerulli Report—U.S. Retirement Markets 2018: Creating Opportunity Amidst Net Outflows

U.S. Advisors Strive to Better Leverage Existing Digital Tools

If implemented effectively, digitalization boosts asset gathering and client satisfaction

The Cerulli Edge—U.S. Advisor Edition, 1Q 2019 Issue

Asia’s Growth Story Continues

Markets remain dynamic and evolving despite global volatility

The Cerulli Edge—Asia-Pacific Edition, 1Q 2019 Issue

Investor Choice and Market Returns Drive Growth of U.S. Direct Channel

Firms striving to grow marketshare will need to holistically evaluate and augment their digital service offerings 

The Cerulli Edge—U.S. Asset and Wealth Management Edition, January 2019 Issue

Free Lunch Likely to Remain Off the Menu for Europe’s Fund Investors

Zero fee does not mean zero cost—which raises challenges even for large managers

The Cerulli Edge—Global Edition, January 2019 Issue

U.S. ETFs Gather Net Flows of $47 Billion in November Amidst Year-End U.S. Market Turbulence

This total is the second largest in any month of 2018 thus far.

The Cerulli Edge—U.S. Monthly Product Trends Edition, December 2018 Issue.

European ETFs Are Set for a Strong 2019

Weathering October’s storms is a plus for exchange-traded funds

The Cerulli Edge—European Monthly Product Trends Edition, December 2018 Issue

Client Experience-Centric Advisor Practices Have a 93% Higher Median Client Size

The Cerulli Report—U.S. Advisor Metrics 2018: Reinventing the Client Experience

Technology Playing Bigger Role in Fund Distribution

Asset managers should consider partnering, rather than competing with, fintech start-ups

The Cerulli Edge—Asian Monthly Product Trends Edition, December 2018 Issue

ESG Investing: Connecting Conversation to Actual Investment

Cerulli reports that retail client channel awareness on the topic of environmental, social, and governance (ESG) investing is growing; however, asset managers should focus on converting interest into investment opportunities.

The Cerulli Report—U.S. Product Development 2018: Priorities for Active Managers

Increased Education Necessary for HSAs to be Considered a Worthwhile Retirement Benefit

Many Participants Unaware of HSA Investment Opportunities

The Cerulli Edge—U.S. Retirement Edition, 4Q 2018 Issue

Index-Linked Annuity Product Sales Offer Renewed Growth to Insurance Companies

According to insurers surveyed by Cerulli, these products appear most promising in the next three years

The Cerulli Report—U.S. Annuity Markets 2018: Remaining Well Capitalized and Adaptive

China’s Mutual Funds Buck the Trend in Tough Times

Managers with strong know-how in products and technology will stand out

The Cerulli Report—Asset Management in China 2018: New Horizons in an Era of Reforms

Dynamic Business Approach Needed as Asia Gears Up for Changes

3 ‘D’s—Disclosures, Digitalization, Demographics—shaping the future of the industry

The Cerulli Report—10 Themes to Shape (and Shake Up) Asian Asset Management Over the Next 10 Years

Health and Hospital Systems Leveraging Defined Benefit (DB) Plans to Recruit and Retain Talent

Asset managers must tailor their approach for this subset of plans

The Cerulli Report—North American Institutional Markets 2018: Asset Owners and the New Regulatory Environment

U.S. ETF Product Development Trends Point to More ETF Subadvisory Mandates

ETFs are an increasingly important focal point for subadvisory opportunity

The Cerulli Edge—U.S. Asset and Wealth Management Edition, December 2018 Issue

Investors Will Increasingly Seek “Hyper-Tailored” and Cost-Effective Solutions

Asset managers offering self-indices will be best placed to win business

The Cerulli Edge—Global Edition, December 2018 Issue

ETFs in Asia: A Nascent Sector Gains Momentum

Asset growth is outpacing that of mutual funds

The Cerulli Edge—Asian Monthly Product Trends Edition, November 2018 Issue

Independent Broker/Dealer (IBD) Growth Surpasses Regional, National, and Wirehouse Channels

Across all B/D channels, IBDs have experienced the greatest asset and headcount growth over the past five years

The Cerulli Report—U.S. Broker/Dealer Marketplace 2018: Escalating Margin Pressure,

Demand for Single-Sector Equity Exchange-Traded Funds on the Rise

Europe’s investors undeterred by risks attached to such products

The Cerulli Edge—European Monthly Product Trends Edition, November 2018 Issue

Asia ex-Japan Insurers Deepen Their Interest in Alternatives

Life insurers’ alternative allocations have risen to account for a quarter of total investable assets

The Cerulli Report—Asian Insurance Industry 2018: Focusing on Long-Termism

Cerulli Anticipates $68 Trillion in Wealth Transfers During the Next 25 Years

Generation X will replace Baby Boomers as the generation with the greatest wealth

The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth

European Asset Managers Should Be Reshaping Their Sales Function to Provide Outstanding Client Service

Firms need to increase the time they allocate to servicing existing clients, perhaps even at the expense of their client-acquisition efforts

The Cerulli Report—European Marketing and Sales Organizations 2018: Exceeding Goals as Margins Compress

Insurance General Account Institutions Devoting More Scrutiny to Risks in Their Investment Portfolios

Insurers more cognizant of risks, but lack options to diversify

The Cerulli Report—U.S. Insurance General Accounts 2018: Targeting Institutional Investment Opportunities

Establishing Brand Identity Critical for U.S. Digital Advice Platforms

Investor inertia is the biggest hurdle in optimizing brand awareness

The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2018 Issue

Environmental, Social, and Governance Factors Taking Root in Fixed Income

Data and ratings are increasingly available, but product supply is failing to match demand

The Cerulli Edge—Europe Edition, 4Q 2018 Issue

U.S. Banks Embrace Technology to Engage the Next Generation

Banks look to technology to broaden their service offerings

The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2018 Issue

Hybrid RIA Channel: A More Permanent Landing Pad for Advisors

Advisors see the infrastructure provided by the hybrid business model as a gateway to growth

The Cerulli Report—U.S. RIA Marketplace 2018: Designing a Framework for Independence

Asia’s Pension Sector to Lead Institutional Asset Growth

Retirement numbers are huge, but managers will have to be selective in deploying resources

The Cerulli Report—Institutional Asset Management in Asia 2018: Winning Through a Partnership Approach

Competition From Insurer-Owned Asset Managers Is Increasing

Traditional managers must focus on niche products and clients’ specific needs

The Cerulli Edge—Global Edition, November 2018 Issue

Latest Report from Cerulli Associates Indicates Professionally Managed U.S. Assets Up 14.9%

The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2018: Evaluating Channel Opportunities to Increase Assets

Australia’s Financial Advisory Landscape Set for Upheaval

Need to avoid conflicts of interest may boost open architecture

The Cerulli Edge—Asian Monthly Product Trends Edition, October 2018 Issue

Commodity Funds Offer an Alternative to Correlated Mainstream

ETFs that offer a mix of commodities are attracting European investor interest

The Cerulli Edge—European Monthly Product Trends Edition, October 2018 Issue

Digital Tools Drive Advisor Efficiency and Optimize Client Engagement

Cerulli’s latest report finds the human element of discovery is irreplaceable, the best use of technology is to enable advisors to spend more time in client-facing activity

The Cerulli Report—U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement

Tech-Driven Platforms Address Challenges Associated with U.S. Alternative Investments

The Cerulli Edge—U.S. Monthly Product Trends Edition

Smaller U.S. Institutions Relying More Heavily on Third Parties

The Cerulli Edge—U.S. Institutional Edition, 4Q 2018 Issue

10 Questions on Managed Accounts in the DC Market

The Cerulli Report—U.S. Defined Contribution Distribution 2018: An Update on Managed Accounts in DC Plans

Financial Planning Aids Asset Retention in the U.S.

The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2018 Issue

Almost Half of U.S. Households Prefer ESG Investing

The Cerulli Edge—U.S. Advisor Edition, 4Q 2018 Issue

Growth and Change Are Creating Opportunities for Asset Managers in France

Competition is intensifying in the French market, both in terms of the number of players and distribution efforts

The Cerulli Report—Asset Management in France 2018: The Keys to Success in a Challenging Market

Asian Sovereign Funds’ Alternative Plays Offer Potential

Opportunities also lie in co-investments with the more sophisticated funds

The Cerulli Edge—Asia-Pacific Edition, 4Q 2018 Issue

Alternatives Lure Managers, but Competition for Assets Intense

Managers also gearing up to promote products centered around emerging trends

The Cerulli Report—Non-Traditional Strategies in Asia 2018: The Changing Product Landscape

Lower Charges Set to Fuel Insurers’ Demand for Securitization

Greater regulatory certainty credited with 30% surge in European issuance

The Cerulli Edge—Global Edition, October 2018 issue

“Free” Asset Allocation Models Threaten U.S. Third-Party Strategists

The Cerulli Report—U.S. Managed Accounts 2018: Asset Allocation Models & Platform Consolidation

Accessing China’s High-Net-Worth Assets

Private securities funds are among the key products targeted at this growing segment
The Cerulli Edge—Asian Monthly Product Trends Edition, September 2018 Issue

Clean-Share Mutual Funds to Have a Place in the U.S. Intermediary Market

The Cerulli Edge—U.S. Monthly Product Trends Edition, September 2018 Issue

Equity Income Funds Struggle for Identity as Well as Assets

Managers’ ability to identify sustainable dividend pays will be key

The Cerulli Edge — European Monthly Product Trends Edition, September 2018 Issue

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

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

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

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

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