Press

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

Most U.S. Managed Accounts Executives Believe Home-Office Discretion Over Client Portfolios Will Increase

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

Time's Running Out to Make Friends with the Digital Natives

Global asset managers need to start preparing now for the Millennial Generation
The Cerulli Edge - Global Edition, August 2017 Issue

Total U.S. ETF Assets Close in on $3 Trillion After a Strong First Half of 2017

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

Rent, Groceries, or Retirement? Common Factors Delaying Retirement Savings for U.S. Millennials

The Cerulli Report - U.S. Evolution of the Retirement Investor 2017: Rollovers and Post-Fiduciary Rule Retirement Advice

Versatility a Strong Attraction for European Investors

Tighter monetary policy set to feed demand for flexible bond funds
The Cerulli Edge - European Monthly Product Trends Edition, July 2017 Issue

U.S. ETF Issuers Need to Address Mixed Messages About Positioning Strategic Beta in Portfolios

The Cerulli Report - U.S. Exchange-Traded Fund Markets 2017: Differentiating Strategies for Sustained Growth

Regulations Cement Malaysia's Lead in Shariah Funds

Government schemes, followed by institutional plans, will be the main drivers of Shariah investments in Southeast Asia
The Cerulli Edge - Asian Monthly Product Trends Edition, July 2017 Issue

The Future is Bright for Asset Managers that Embrace Change

Global funds under management are increasing, although fee compression and the need for specialist advice are changing the complexion of the asset management sector
The Cerulli Report - Global Markets 2017: How to Succeed Internationally

Revenue Pressures Top Concern Among U.S. Health and Hospital Investment Survey Respondents

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

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

The Cerulli Report - Latin American Distribution Dynamics 2017: Re-Emerging Opportunities for Cross-Border Firms Amid Regional Recovery

The Retail Advisor-Sold Channel is a Key Focus for Alternative Asset Managers in the U.S.

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

U.S. Advisors Move Upmarket by Tailoring Their Approach to Mass-Affluent Professionals

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

Cautious Optimism Prevails in Asia

Fund houses' and distributors' sentiments have improved over the past few months, but external headwinds continue to impact their plans
The Cerulli Edge - Asia-Pacific Edition, 3Q 2017 Issue

China's Fund Management Companies Maintain Stable Profits

However, greater regulatory scrutiny and fierce competition could increase costs in 2017
The Cerulli Report - Asset Management in China 2017

Complex Investments Heighten Need for Greater Transparency

Pension schemes require a clear breakdown of fees to judge managers' value
The Cerulli Edge - Global Edition, July 2017 Issue

Total U.S. Mutual Fund Flows Outpaced ETFs for the First Time Since February 2016

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

Southeast Asia More Attractive for Asset Gathering

Regulatory and distribution initiatives help level playing field between local and foreign fund houses
The Cerulli Report - Asset Management in Southeast Asia 2017: Strategizing for Success

U.S. Investors' Concerns: More than 70% Surveyed Prefer Risk Protection Over Aggressive Portfolio Growth

The Cerulli Report - U.S. Retail Investor Products and Platforms 2017: Retooling for the Modern Investor

Low-Hanging Fruit for European Multi-Asset Funds

Keeping it simple and transparent may work better
The Cerulli Edge - European Monthly Product Trends, June 2017 Issue

Fixed Income Tops Fund Selectors' Lists

Most distributors in Asia are looking to make changes to their fund lists in 2017, with fixed income foremost on their plans, a Cerulli survey shows
The Cerulli Edge - Asian Monthly Product Trends Edition, June 2017 Issue

More Than 60% of U.S. Asset Managers' Institutional Flows are Consultant-Intermediated

The Cerulli Report - U.S. Investment Consultants 2017: Strategies for Engaging Partners, Competitors, and Gatekeepers

U.K. Pension Schemes Seek to Cut Costs by Streamlining their Processes and Increasing their Allocations to Passives

U.K. schemes' costs are rising and, though they have a sense of where their money is going, they want greater transparency from asset managers and consultants
The Cerulli Report - European Institutional Dynamics 2017: Satisfying the Evolving Needs of Europe's Asset Owners

Use of Strategic Beta Most Likely Feature of Next-Generation U.S. Target-Date Products

The Cerulli Edge - U.S. Retirement Edition, 2Q 2017 Issue

Investor Conservatism Impacting Asian Managers' Strategies

Managers challenged to meet investor and distributor needs while growing revenues
The Cerulli Report - Asian Distribution Dynamics 2017: New Horizons Await - Venturing into Overseas Markets

To Survive, U.S. Digital Advisors Need to Expand Their Services

The Cerulli Edge - U.S. Managed Accounts Edition, 2Q 2017 Issue

DOL Rule Influencing Discretion: Many U.S. Sponsors Pushing Advisors to Use Home-Office Portfolios

The Cerulli Report - U.S. Managed Accounts 2017: Convergence and its Implications

Successful U.S. Distribution Teams Will Increasingly Make Use of Predictive Data

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

Diversified Growth Funds Capable of Fighting Back in Europe

Reason for hope as DGFs lose ground to passive equities
The Cerulli Edge - Global Edition, June 2017 Issue

Financial Advisors to Drive Next Leg of Bond ETF Growth

Bond ETFs adoption driven by low cost, tax efficiency, and transparency 

Cerulli Whitepaper - Bond ETFs: Financial Advisors Drive Use with Specialized Applications

Investors Spoiled for Choice as More Products Enter Mutual Fund Space

Products that have competed against mutual funds in the past could now be seen as complementary, generating opportunities for fund managers

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

Bleak Times Loom for Europe's Money Market Funds

Poor relation of the industry set to remain impoverished

The Cerulli Edge - European Monthly Product Trends Edition, May 2017 Issue

ETFs and Alternatives as Potential Areas for Subaccount Asset Growth within Variable Annuities

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

The Future of UCITS Outside Europe Remains Bright

Although the EU has seldom appeared so fragile, the region's most successful financial services export, UCITS, continues to thrive and evolve in markets worldwide
The Cerulli Report - European Distribution Dynamics 2017: Managing Complexity as Opportunities Evolve

Economic Optimism in the U.S. Strongest on Coasts

The Cerulli Edge - U.S. Retail Investor Edition, 2Q 2017 Issue

Distributors Tipped to Reduce Funds Under MiFID II

Southern Europe expected to be harder hit by new regulatory regimes
The Cerulli Edge - Europe Edition, 2Q 2017 Issue 

Asset Managers Need to Re-Evaluate Their Products and Prices to Win European Insurance Business

European insurers value experience, expertise, and pricing when selecting asset managers
The Cerulli Report - European Insurance Industry 2017: Charting a Successful Path in the New Landscape 

Hoping for the Best, Planning for the Worst

U.K. asset managers are opting for basement-level Brexit contingency plans
The Cerulli Edge - Global Edition, May 2017 Issue

Cerulli Finds Six Emerging Factors Shaping U.S. Financial Advisor Recruitment

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

U.S. Subadvisory Sponsors Value Transparency into Investment Process and Firm Business Operations

The Cerulli Report - U.S. Subadvisory Markets 2017: Building and Maintaining Distribution Partnerships

ETF Assets in the U.S. Have Increased 10% to Nearly $2.8 Trillion

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

New Zealand's KiwiSaver Marks 10th Year with Strong Growth

KiwiSaver retirement funds continue to grow strongly, providing significant opportunities for international equity and fixed-income managers
The Cerulli Edge - Asian Monthly Product Trends Edition, April 2017 Issue 

European Small Caps Searching for Value and Growth

Set for a stronger year after being bypassed in post-Brexit and Trump rally
The Cerulli Edge - European Monthly Product Trends Edition, April 2017 Issue 

Managers Look to Profit From the Growing Popularity of Systematic Investments in Europe

Knowing local differences will give them a vital edge when developing distribution
and marketing strategies
The Cerulli Report - European Alternative Products and Strategies 2017: Innovation in the Fast-Evolving Alternatives Industry

Appetite for Private Equity Co-Investment Growing

Institutions' desire to be more involved at portfolio company level spurring the trend
The Cerulli Edge - International Institutional Edition, 2Q 2017 

U.S. Institutions Seek Private Capital to Enhance Returns

The Cerulli Edge - U.S. Institutional Edition, 2Q 2017 Issue

Push into Alternatives Gains Traction Among Asian Institutions

State pension funds are at the forefront of this trend
The Cerulli Edge - Asia-Pacific Edition, 2Q 2017 Issue 

A Third of Cross-Border Managers Believe MiFID II will Have a Negative Effect on Third-Party Fund Sales, while Majority Feels they will be Unaffected

Practically no one expects MiFID II to benefit third-party fund sales, despite the fact
that it promises to improve the industry in various ways
The Cerulli Report - European Distribution Dynamics 2017: Managing Complexity as Opportunities Evolve 

Practice Management Programs Enhance U.S. B/D Recruiting, Retention, and Productivity

The Cerulli Edge - U.S. Advisor Edition, 2Q 2017 Issue

U.S. Defined Benefit Plan Sponsors Looking to the Canadian Model For Insight

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

Opportunities in a Neglected Market

As multi-asset products grow in popularity, Europe's ETF market will benefit
The Cerulli Edge - Global Edition, April 2017 Issue 

Banks Drive Growth in China's Institutional Business

But greater regulatory scrutiny may slow down outsourcing momentum in 2017
The Cerulli Report - Asset Management in China 2017

U.S. ETF Net Flows Totaled $49.1 Billion in February

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

When the Going Gets Tough, the Tough Gets Passive

Active shops are building passive capabilities amid fee pressures and underperformance
The Cerulli Edge - Asian Monthly Product Trends Edition, March 2017 Issue