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European Asset Managers Must Develop Solvency II-Friendly Products and Offer Capital-Optimization Solutions to Win Business from European Insurers

Outsourcing trends depend on the size of the insurer: some of the largest are managing most of their assets internally, but their need to diversify means they will still outsource business to managers with the skills and expertise to manage non-mainstream asset classes
The Cerulli Report - European Insurance Industry: Charting a Successful Path in the New Landscape

March 2017, London

Property Markets Open Doors for European Asset Managers

Post-Brexit performance and flows confirm robustness
The Cerulli Edge - European Monthly Product Trends Edition, March 2017 Issue 

March 2017, London

U.S. Defined Contribution Trends for 2017: QDIA Product Development and the Evolution of Retirement Income Solutions

The Cerulli Edge - U.S. Retirement Edition, 1Q 2017 Issue

March 2017, Boston

Liquid Alternatives in U.S. Managed Accounts: A Promise That Has Yet to Pay Off

The Cerulli Edge - U.S. Managed Accounts Edition, 1Q 2017

March 2017, Boston

European Alternative Asset Managers Must Work Hard to Get on Consultants' Buy Lists

Alternatives managers are finding it difficult to displace traditional managers on European consultants' buy lists, but those that are persistent will be rewarded
The Cerulli Report - European Alternative Products and Strategies 2017: Innovation in the Fast- Evolving Alternatives Industry

March 2017, London

Elevating Trust Builds U.S. Investor Satisfaction and Referrals

The Cerulli Edge - U.S. Retail Investor Edition, 1Q 2017 Issue

March 2017, Boston

Consultants and Multi-Family Office Analysts Give Rise to Stricter Due Diligence Processes in the U.S.

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

March 2017, Boston

No Way Around Direct Costs for European Pensions

Schemes risk underestimating resources needed to invest directly in private equity
The Cerulli Edge - Global Edition, March 2017 Issue 

March 2017, London

About Half of U.S. Advisors View RIA Business Model As More Appealing Post-DOL Conflict of Interest Rule

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

February 2017, Boston

Fee Transparency Moves Gain Momentum in Asia

Regulators mull over enhanced disclosures, but long way ahead for fee-based advisory model
The Cerulli Edge - Asian Monthly Product Trends Edition, February 2017 Issue

February 2017, Singapore

Smart Beta Needs to be Viewed in Strategic Context

Europe's investors should not despair even after negative returns
The Cerulli Edge - European Monthly Product Trends Edition, February 2017 Issue 

February 2017, London

U.K. Retail Investors Open to Closed-End Funds

Vehicles increasingly being used to exploit illiquid asset classes
The Cerulli Edge - Europe Edition, 1Q 2017 Issue 

February 2017, London

Dedicated to Winning Insurance Business

Asset managers can help Europe's small to mid-sized insurers hampered by Solvency II 
The Cerulli Edge - International Institutional Edition, 1Q 2017 Issue 

February 2017, London

Survival in a Low-Fee World

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

February 2017, Boston

Europe's Defined Benefit Schemes Set to Raise Illiquid Alternatives Allocation

Asset managers stand to gain from trustees' lack of familiarity with the sector
The Cerulli Edge - Global Edition, February 2017 Issue 

February 2017, London

Looming Inflation Creates Opportunities for European Managers

Inflation-linked products soar in popularity
The Cerulli Edge - European Monthly Product Trends Edition, January 2017 Issue

January 2017, London

Master-Feeder Structure to Remain a Key Entry Strategy for Foreign Managers in Southeast Asia

Promising outlook particularly in Malaysian and Thai markets
The Cerulli Edge - Asian Monthly Product Trends Edition, January 2017 Issue

January 2017, Singapore

Women: An Untapped Market for U.S. Advisor Talent

The Cerulli Edge - U.S. Advisor Edition, 1Q 2017 Issue

January 2017, Boston

More Turbulence Expected in 2017

But more outsourcing by institutions in Asia will be a bright spot
The Cerulli Edge - Asia-Pacific Edition, January 2017 Issue 

January 2017, Singapore

U.S. Investors Willing to Pay for Advice, But Wary of Investment Expenses

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

January 2017, Boston

Inevitable Chain Reaction

Asset managers cannot afford to ignore robo-advice and digital ledger technology
The Cerulli Edge - Global Edition, January 2017 Issue 

January 2017, London

Advisors in Motion Driving Growth of Dual-Contract Accounts

The Cerulli Edge - Managed Accounts Edition, 4Q 2016 Issue

December 2016, Boston

Regulatory Pressures Changing U.S. Advisors' Plans for Investment Product Use

The Cerulli Edge - U.S. Monthly Product Trends Edition, December 2016 Issue

December 2016, Boston

US Equity is Center Stage but European Managers Must Stay Focused on Fee Pressure in 2017

The Cerulli Edge - European Monthly Product Trends Edition, December 2016 Issue

December 2016, London

High Growth Potential in Indonesia's Investment-Linked Product Market

Various reforms are likely to boost fund distribution through the insurance channel
The Cerulli Edge - Asian Monthly Product Trends Edition, December 2016 Issue

December 2016, Singapore

Nearly Half of Insurers Feel DOL Conflict of Interest Rule Would Positively Impact Sales of Fee-Based Annuities

The Cerulli Report - U.S. Annuities and Insurance 2016: Adapting to the Fiduciary Reality

December 2016, Boston

In or Out? Advisors Assess Retirement Plan Business Amid Regulatory Changes

The Cerulli Edge - Retirement Edition, 4Q 2016 Issue

December 2016, Boston

Small Broker/Dealers Under Heightened Consolidation Pressure

The Cerulli Report - U.S. Broker/Dealer Marketplace 2016: Retooling for a New Competitive Landscape

December 2016, Boston

Overlooked Gem? The Underserved Generation X

The Cerulli Edge - U.S. Retail Investor Edition, 4Q 2016

December 2016, Boston

Innovation Barrier: More than Half of 401(k) Plan Sponsors Express Concern Over Potential Litigation

The Cerulli Report - U.S. Retirement Markets 2016: Preparing for a New World Post-Conflict of Interest Rule

December 2016, Boston

Product Innovation and Rationalization Struggles as Manager and Product Consolidation Continues

The Cerulli Edge - U.S. Edition, December 2016 Issue

November 2016, Boston

Muscling In

Hard-pressed European insurers encroaching on territory of pension firms
The Cerulli Edge - Europe Edition, 4Q 2016 Issue

December 2016, London

Target Multi-Asset Managers

A shift in focus could benefit Europe's asset managers given the rise in outsourcing
The Cerulli Edge - Global Edition, December 2016 Issue
 

December 2016, London

Low-Cost Demand and Pending Regulation Amplify Pricing Pressure on U.S. Advisory Industry

The Cerulli Report - U.S. Advisor Metrics 2016: Combatting Fee and Margin Pressure

November 2016, Boston

Insourcing, Outsourcing, or Passive: U.S. Institutional Investors Consider Best Options to Cut Costs and Meet Investment Goals

The Cerulli Report - U.S. Institutional Markets 2016: Reassessing Opportunities for Growth Across Multiple Institutional Asset Pools

November 2016, Boston

DOL Dampens the Outlook for Variable Annuities

The Cerulli Edge - U.S. Monthly Product Trends Edition, November 2016 Issue

November 2016, Boston

China's Wealthy Investors Remain Hungry for High Returns

This has led to a preference for higher-risk products
The Cerulli Edge - Asian Monthly Product Trends Edition, November 2016 Issue 

November 2016, Singapore

Chinese Insurers Outsource the Most Assets

Outsourced assets up 38.6% y-o-y in 2015 to US$228.1 billion
The Cerulli Report - Asian Insurance Industry 2016: Uncovering Outsourcing Opportunities

November 2016, Singapore

Active European Equity Funds Set to Continue Outperforming U.S. Counterparts

Funds focused on Europe more likely to outperform benchmark
The Cerulli Edge - European Monthly Product Trends Edition, November 2016 Issue 

November 2016, London

Europe's Affluent Investors Are Confident that they can Construct their own Portfolios

As robo-advice becomes more popular, end investors throughout Europe believe they have the capacity to build and monitor their own investment portfolios
The Cerulli Report -  European Investor Segmentation 2016: Building Bridges with Clients

November 2016, London

Marrying Analytics and CRM Systems Is Key for Targeted Marketing and Sales Initiatives

The Cerulli Report - U.S. Product Marketing and Sales Organizations 2016: Using Data and Technology for More Intelligent Marketing

November 2016, Boston

OCIO Mandates Moving Upmarket: Providers Serving More Clients With Over $1 Billion AUM

The Cerulli Report - U.S. Outsourced CIO Function 2016: Opportunities for Providers to Support Institutions Across Client Segments

November 2016, Boston

More Than Half of U.S. Insurance Asset Managers Surveyed Expect Growth in Third-Party, Outsourced Managed Assets

The Cerulli Report - U.S. Insurance Asset Pools 2016: Meeting the Investment Needs of the U.S. Insurance Industry

November 2016, Boston

Advisors Must Deepen Relationships to Retain Marketshare in $7.8 Trillion U.S. High-Net-Worth Market

The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2016: Understanding the Long-Term Impact of Weath Transfer

November 2016, Boston

Digital Advice May Be Less Costly, But U.S. Investors Value Advisor Services that Cover Life's Complexities

The Cerulli Report - U.S. Retail Investor Advice Relationships 2016: Embracing the Robo

November 2016, Boston

Asian Institutions Face Pressure to Lift Returns

Their response poses challenges to traditional asset managers
The Cerulli Report - Institutional Asset Management in Asia 2016: Identifying New and Emerging Opportunities

November 2016, Singapore

Expanding Walletshare: The Business Struggles that Banks, Active Managers, and Others Face

The Cerulli Edge - U.S. Edition, November 2016 Issue

November 2016, Boston

Asia's Wealthy Trapped in Bad Investment Habits

Diversification and high returns are important to them, but there's little appetite for alternatives
The Cerulli Report - Asian Wealth Management 2016: Tailor-Made for the Wealthy

November 2016, Singapore

Low-Cost Portfolios and Digital Advisors: Does Simple Mean Better?

The Cerulli Report - U.S. Advisor Portfolio Construction 2016: Responding to Fee Pressure, Regulations, and Passive Investing

November 2016, Boston

ETFs in Europe: A Tale of Too Many Markets

Fragmentation impairing growth, but MiFID II bodes well for exchange-traded funds
The Cerulli Edge - Global Edition, November 2016 Issue

November 2016, London

Service Providers Seeking to Court Investors Should Reinforce Ease of Establishing a New Relationship

The Cerulli Report - U.S. Financial Brands 2016: Navigating the Brand Engagement Process

October 2016, Boston

Investment Trusts: Right Choice for Those Who Keep Faith

Closed-end products fare better in Brexit and other crises
The Cerulli Edge - European Monthly Product Trends Edition, October 2016 Issue

October 2016, London

Asset Managers Must Tailor Distribution Strategies to Better Suit RIA Needs

The Cerulli Report - U.S. RIA Marketplace 2016: Expanding Competitive Service Offerings

October 2016, Boston

Asset Managers Developing Strategic Beta Should Not Overlook the Defined Contribution Market

The Cerulli Edge - U.S. Monthly Product Trends Edition, October 2016 Issue

October 2016, Boston

Caution Prevails Among Asian Investors

Cash holdings increase over the past year, with slight shift in product preferences
The Cerulli Edge - Asian Monthly Product Trends Edition, October 2016 Issue

October 2016, Singapore

Cerulli's U.S. Market Sizing Shows 1.7% Year-Over-Year Growth Rate in Addressable Assets

The Cerulli Report - The State of U.S. Retail and Institutional Asset Management 2016: Business Planning for Growth Opportunities

October 2016, Boston

The European Defined Contribution Pensions Industry's Appetite for Multi-Asset is Insatiable

Demand for multi-asset products is only going to increase in Europe, and asset managers that offer default fund solutions are also looking for ways to boost their use of smart beta
The Cerulli Report - European Defined Contribution 2016: Winning Strategies in a Growth Market 

October 2016, London

Asset Managers Obliged to Provide ‘Add-Ons’

European institutions increasingly expect services over and above investment management
The Cerulli Edge - International Institutional Edition, 4Q 2016 Issue 

October 2016, London

More Opportunities in China Beckon Foreign Managers

The Cerulli Report - Asset Management in China 2016

October 2016, Singapore

Acceptance Building for Collective Investment Trusts and Liquid Alternatives

The Cerulli Edge - U.S. Institutional Edition, 4Q 2016 Issue

October 2016, Boston

Outsourcing Helps Advisors Manage Complexity and Build Scale

The Cerulli Edge - Advisor Edge, 4Q 2016 Issue

October 2016, Boston

Japanese Investors Remain Largely Conservative

Survey also shows a high proportion of them could be open to robo-advisory services
The Cerulli Edge - Asia-Pacific Edge, 4Q 2016 Issue 

October 2016, Singapore

Asset Managers and Recordkeepers Identify Boutique DC Consultants as Primary Target for Growing DC Assets

The Cerulli Report - U.S. Defined Contribution Distribution 2016: Engaging the Boutique DC Consultant in the Mid-Sized DC Plan Market

October 2016, Boston

New Entrepreneurs: The Evolving Role of Internal Wholesaling

The Cerulli Edge - U.S. Edition, October 2016 Issue

October 2016, Boston

Client Demands and Profit Margins Prompt Change of Tack

European asset managers forced to adopt new strategies
The Cerulli Edge - Global Edition, October 2016 Issue 

October 2016, London

More Than Three-Quarters (77%) of Asset Managers Won Business Through an Outsourced CIO Provider

The Cerulli Edge - U.S. Monthly Product Trends Edition, September 2016 Issue

September 2016, Boston

Foreign Asset Managers Making Inroads in Taiwan

Onshore mutual funds launched by foreign players are popular among local investors
The Cerulli Edge - Asian Monthly Product Trends Edition, September 2016 Issue 

September 2016, Singapore

Price Gains Fuel a Recovery in Commodity Funds

Bounce creates opportunities for European asset managers
The Cerulli Edge - European Monthly Product Trends Edition, September 2016 Issue 

September 2016, London

Asset Managers Must Increase Their Commitment to Digital and Social Media

European asset managers are recognizing the importance of engaging with their clients via digital and social media channels, but they still have much room for improvement
The Cerulli Report - European Marketing and Sales Organizations 2016: How to Thrive in an Evolving Landscape

September 2016, London

DC Plan Participants Want Retirement Income Projections

The Cerulli Edge - Retirement Edition, 3Q 2016 Issue

September 2016, Boston

Post-DOL Conflict of Interest Rule, Focus Will be on Risk Over Return

The Cerulli Edge - Managed Accounts Edition, 3Q 2016 Issue

September 2016, Boston

Nearly Half of Projected IRA Rollover Assets “At-Risk” Post-DOL Conflict of Interest Rule

The Cerulli Report - U.S. Evolution of the Retirement Investor 2016: Regulation and Investor Addressability

September 2016, Boston

U.S. Defined Benefit Plans: The Shift Toward Alternatives

The Cerulli Edge - U.S. Edition, September 2016 Issue

September 2016, Boston

Multi-Asset Funds Fail to Keep Volatility-Busting Promise

Negative average returns as markets hit by turmoil of past 12 months
The Cerulli Edge - Global Edition, September 2016 Issue

September 2016, London

RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink

The Cerulli Report - U.S. Intermediary Distribution 2016: Evolving Roles in Distribution

September 2016, Boston

Distributors and Retail Investors at Odds on Liquid Alternatives

Asian retail investors are not ready for liquid alternative products
The Cerulli Edge - Asian Monthly Product Trends Edition, August 2016 Issue 

August 2016, Singapore

European Asset Managers Must Keep Calm and Carry On

Brexit may prove not to be a watershed
The Cerulli Edge - European Monthly Product Trends Edition, August 2016 Issue 

August 2016, London

More Than Three-Quarters of Asset Managers Anticipate An Increased Focus on Private Banks and Trust Companies Over the Next Two Years

The Cerulli Report - U.S. Asset Management Opportunities in Banks 2016: Evaluating the Progress Towards Open Architecture

August 2016, Boston

Money Moving into Lower-Cost Share Classes

The Cerulli Edge - U.S. Monthly Product Trends Edition, August 2016 Issue

August 2016, Boston

Patterns of Behavior That May Warrant Taking A Different Approach with Female Investors

The Cerulli Edge - U.S. Retail Investor Edition, 3Q 2016 Issue

August 2016, Boston

Presidential Politics Shape Outlook for Latin America's Asset Management Industry

The Cerulli Report - Latin American Distribution Dynamics 2016: Keys to Gaining a Foothold in Increasingly Globalized Market

August 2016, Boston

Outsourcing by IFAs Set to Jump

Regulation driving independent financial advisors to outsource a greater percentage of assets under administration
The Cerulli Edge - Europe Edition, 3Q 2016 Issue 

August 2016, London

No One Size Fits All When It Comes to Target-Date Funds

The Cerulli Edge - U.S. Edition, August 2016 Issue

August 2016, Boston

Factoring In Growing Demand

Switch in benchmark on cards as active managers keep disappointing
The Cerulli Edge - International Institutional Edition, 3Q 2016

August 2016, London

It's All Rate for Some in Europe

Rating agencies a growing force within socially responsible investing
The Cerulli Edge - Global Edition, August 2016 

August 2016, London

ETFs Record Stellar First Half with Flows Reaching $65.1 Billion

The Cerulli Edge - U.S. Monthly Product Trends Edition, July 2016 Issue

July 2016, Boston

Income-Driven ETFs Take Center Stage

Europe's investors start using exchange-traded funds for tactical allocation

The Cerulli Edge - European Monthly Product Trends Edition, July 2016 Issue

July 2016, London

Demand for Alternative Funds May Grow in Australia

The search for uncorrelated returns will underpin their growing popularity

The Cerulli Edge - Asian Monthly Product Trends Edition, July 2016 Issue

July 2016, Singapore

Nonfinancial Metrics Are Material To Investment Success

The Cerulli Edge - U.S. Institutional Edition, 3Q 2016

July 2016, Boston

Wirehouse Firms: ETF Use is Up and Will Keep Growing

The Cerulli Report - U.S. Exchange-Traded Fund Markets 2016: Strategies for Broadening Adoption

July 2016, Boston

Low Interest Rates and Market Volatility Affecting Investment Process of Institutional Investors

The Cerulli Report - U.S. Institutional Custom Solutions 2016: The Rising Demand for Outcome-Oriented Client Strategies

July 2016, Boston

Demand for Alternatives Remains Strong Among Institutional Clients

The Cerulli Report - U.S. Alternative Products and Strategies 2016: The Multiple Roles of Alternative Investments

July 2016, Boston

China FMCs Improve Revenues, Profits in 2015

Continued growth in profits may be harder to achieve in 2016 amid market volatility
The Cerulli Report - Asset Management in China 2016

July 2016, Singapore

Asset Managers Around the World Seek New Revenue Streams

Asset management remains profitable, but managers must work hard to stay relevant as technology and the popularity of passive products change the industry
The Cerulli Report - Global Markets 2016: Growth Through Reform and Innovation

July 2016, London

Shifting Points of Influence Create Murky Waters for U.S. Key Accounts and Wholesaling Teams

The Cerulli Edge - U.S. Edition, July 2016 Issue

July 2016, Boston

DC Plans in Public Higher Education Sector: An Area of Opportunity

The Cerulli Edge - Retirement Edition, 2Q 2016 Issue

July 2016, Boston

Exclusivity's Losing Its Edge

Europe's insurers warming to mutual funds
The Cerulli Edge - Global Edition, July 2016 Issue

July 2016, London

Asset Managers Set Their Sights on UK Wealth Managers

UK independent financial advisors (IFAs) are outsourcing more investment assets
to discretionary fund managers (DFMs), the vast majority of which favor third-party
funds
The Cerulli Report - Asset Management in the United Kingdom 2016: A Guide to Retail and Institutional Market Opportunities

June 2016, London

Asset Managers Report 25% of Retail Product Development Will Be Dedicated to International and Global Strategies

The Cerulli Edge - U.S. Monthly Product Trends Edition, June 2016 Issue

June 2016, Boston

Shariah Funds Gain Traction in Asia, But Bumpy Road Lies Ahead

Despite conducive regulatory frameworks, there are major challenges to growth
The Cerulli Edge - Asian Monthly Product Trends Edition, June 2016 Issue

June 2016, Singapore

U.S. Investors Unaware of Full Capabilities Available Through Provider Relationships

The Cerulli Report - U.S. Retail Investor Products and Platforms 2016: Overcoming Asymmetric Information

June 2016, Boston

Active Managers at a Crossroads Amid Low Cost, Regulation, and Surge of Passive Demand in U.S.

The Cerulli Report - U.S. Products and Strategies 2016: Identifying Opportunities for Active Management

June 2016, Boston

Japan’s Weakness Presents Opportunities for Europe’s Investors

Land of the rising currency set for further inflows
The Cerulli Edge - European Monthly Product Trends Edition, June 2016 Issue 

June 2016, London

Majority of U.S. Asset Managers Cite Increased Importance of Consultant Relations Teams

The Cerulli Report - U.S. Investment Consultants 2016: Collaborating with Consultants to Improve Investor Outcomes

June 2016, Boston

Foreign Investment Funds Post Stunning Growth in Southeast Asia

But assets are concentrated among the larger players
The Cerulli Report - Asset Management in Southeast Asia: Opportunities Emerge As Region Opens Up

June 2016, Singapore


Investors, Plan Sponsors, and Regulators Struggle With the Transition from Saving to Decumulation

The Cerulli Edge - U.S. Edition, June 2016 Issue

June 2016, Boston

More Product, Fintech Pacts On Radars As Managers Tussle For Assets in Asia

However, so far, product development has been the key focus area in strategic alliances
The Cerulli Report - Asian Distribution Dynamics 2016: Responding to an Evolving Landscape

June 2016, Singapore

UK Pensions Display Modest Hunger for Insourcing Asset Management

Pension asset managers are generally safe from UK schemes snatching back outsourced mandates, but independent strategic beta and emerging markets debt managers may face the threat of insourcing over time

The Cerulli Report - European Institutional Dynamnics 2016: Keys to Success for Pensions and Insurance Business

June 2016, London

Investment Threshold Frustrates New Fund Vehicle

Investors reluctant to take-up European long-term investment funds

The Cerulli Edge - Global Edition, June 2016 Issue

June 2016, London

Appetite for Equity Funds Down in Asia Pacific

Asian asset managers and distributors see balanced/multi-asset strategies remaining in vogue in 2016

The Cerulli Edge - Asian Monthly Product Trends Edition, May 2016 Issue

May 2016, Singapore

Investors Flock to Fixed Income as Bond ETFs Reap Flows of Nearly $3.4 Billion in April

The Cerulli Edge - U.S. Monthly Products Trend Edition, May 2016 Issue

May 2016, Boston

Discretionary Accounts Will Continue to Experience Strong Growth

The Cerulli Report - U.S. Managed Accounts 2016: Leveraging Digital Advice to Maximize Scale

May 2016, Boston

Uncertainty Reigns Ahead of EU Referendum

Poll of UK funds industry highlights disruption concerns

The Cerulli Edge - European Monthly Product Trends Edition, May 2016 Issue

May 2016, London

Product Differentiation Remains Key To Getting On Fund Lists

Unique ideas required as managers struggle to get noticed among big names
The Cerulli Report - Asian Fund Selector 2016: Striving for Longevity on Distributors’ Shelves

May 2016, Singapore

Technological Advances Changing the Way Providers Address Wealth Management Solutions

The Cerulli Edge - U.S. Retail Investor Edition, 2Q 2016 Issue

May 2016, Boston

Dressed to Flatter

Problem of European fund managers putting a spin on performance is getting worse, say consultants

The Cerulli Edge - Europe Edition, 2Q 2016 Issue

May 2016, London

Packaged Portfolios Frequently Outperform Their Advisor-Driven Counterparts

The Cerulli Edge - U.S. Edition, May 2016 Issue

May 2016, Boston

Taking Cover

Investors turn to covered bonds poor yields

The Cerulli Edge - Global Edition, May 2016 Issue

May 2016, London

Managed Account DC Plans Complement Target-Date Funds, Not a Rival

The Cerulli Edge - U.S. Monthly Product Trends Edition, April 2016 Issue

April 2016, Boston

Taking the Digital Route to Assets

China and India embrace digital distribution tools at their own pace

The Cerulli Edge - Asian Monthly Product Trends Edition, April 2016 Issue

April 2016, Singapore

Not-for-Profit & Governmental DC Market Strong Source of Future Asset and Revenue Growth

The Cerulli Report - U.S. Not-for-Profit and Governmental Defined Contribution Plans 2016: Addressing the 403(b), 457, and 401(a) Markets

April 2016, Boston

Signs of Recovery Emerging

Europe's investors signal turnaround in emerging market fund flows

The Cerulli Edge - European Monthly Product Trends Edition, April 2016 Issue

April 2016, London

Tough Hurdles to Clear

European institutions flexing muscles with obstacles to incentive fees

The Cerulli Edge - International Institutional Edition, 2Q 2016 Issue

April 2016, London

Need to Optimize Risk-Adjusted Performance Remains Top Driver of Interest in U.S. Alternatives

The Cerulli Report - Alternative Products and Strategies 2015: Innovation, Opportunities, and Challenges

April 2016, Boston

Operational Complexity and Resource Limitations Shape Investment Opportunity in U.S. Health and Hospital Systems

The Cerulli Edge - U.S. Institutional Edition, 2Q 2016 Issue

April 2016, Boston

Wirehouses and Banks Control Nearly Three-Quarters of All U.S. HNW Assets

The Cerulli Report - High-Net-Worth and Ultra-High-Net-Worth Markets 2015: Understanding and Addressing Family Offices

April 2016, Boston

Well-Defined Value Proposition Can Set Advisors Apart in the U.S.

The Cerulli Edge - Advisor Edition, 2Q 2016 Issue

April 2016, Boston

Japan NISA Deposits To Grow By ¥4 Trillion Annually Over The Next 5 Years

Equity funds could potentially draw at least half of these deposits each year
The Cerulli Report - Asset Management in Japan 2015: Capturing Rising Foreign Interest

April 2016, Singapore

Australian Mutual Fund Business Remains Tough To Penetrate

The need for foreign asset managers to have the right product is a barrier to entry

The Cerulli Edge - Asia-Pacific Edition, 2Q 2016 Issue

April 2016, Singapore

The Comeback Kids

Captive fund managers strengthen their distribution lead in Europe
The Cerulli Report - European Distribution Dynamics 2016: Riding the Wave of Change

April 2016, London

Investors Reluctant to Forfeit Pursuit of Alpha in U.S.

The Cerulli Edge - U.S. Edition, April 2016 Issue

April 2016, Boston

It's Not a Generational Thing

Asset managers need to include older investors in digitalization strategies
The Cerulli Edge - Global Edition, April 2016 Issue

April 2016, London

Unit-Linked Success Critical to the Business Model of Europe's Large Diversified Insurers

Insurance firms consider their options as they struggle to meet policy guarantees
The Cerulli Report - European Insurance Industry 2016: The New Frontier for Institutional Asset Managers

March 2016, London

Momentum Building in U.S. Impact Investing Market

The Cerulli Edge - U.S. Monthly Product Trends Edition, March 2016 Issue

March 2016, Boston

Wealth Management Product Assets in China Surpassed RMB20 Trillion in 2015

Mutual fund AUM also surges during the year, crossing RMB8 trillion
The Cerulli Report - Asset Management in China 2016: Tilting the Scale Offshore

March 2016, Singapore

Leveraged and Inverse ETFs Find Demand in North Asia

They have gained traction in Taiwan, with Hong Kong in the mix too

The Cerulli Edge - Asian Monthly Product Trends Edition, March 2016 Issue

March 2016, Singapore

Flexibles Must Act to Reverse Outflows

Europe's hard-hit strategic bonds need to cut fees

The Cerulli Edge - European Monthly Product Trends Edition, March 2016 Issue

March 2016, London

Marketers' Key Initiatives Reveal How Digital Leads to Better Client Engagement in U.S.

The Cerulli Report - U.S. Product Marketing and Sales Organizations 2015: Devising a Marketing Plan Amid Technological Progress

March 2016, Boston

DOL Conflict of Interest Rule Will Lead To Product and Platform Innovation in the U.S.

The Cerulli Edge - Retirement Edition, 1Q 2016 Issue

March 2016, Boston

European Institutions Want "Born and Bred" Alternatives Managers Running their Non-Mainstream Investments

The Cerulli Report - European Institutional Dynamics 2015: Successful Strategies for Asset Managers

March 2016, London

Growth of Strategic Beta Assets Will Strain Active Managers' Ability to Retain Assets

U.S. Evolution of Passive and Strategic Beta Investing 2016: Opportunities for Asset Managers and Indexers

February 2016, Boston