Barriers to entry and success for diverse advisors impede DEI efforts among broker/dealers and independent advisory firms
The Cerulli Report—U.S. Advisor Metrics 2020: Dimensions of Diversity
January 2021, BOSTONThere are bright spots in the region amid the uncertainties
The Cerulli Edge—Asia-Pacific Edition, 1Q 2021 Issue
January 2021, SingaporeThe Cerulli Edge—U.S. Monthly Product Trends, December 2020 Issue
January 2021, BostonPEPs and the expansion of retirement plan options available to small businesses will intensify competition in the small plan market
The Cerulli Report—U.S. Retirement Markets 2020: Exploring Opportunities in the Small Plan Market
January 2021, BOSTONCertain themes and sectors will benefit from defined long-term structural changes
The Cerulli Edge―Global Edition, January 2021 Issue
January 2021, LONDONVehicles fail to provide uncorrelated returns or diversification during 2020’s volatility
The Cerulli Edge―European Monthly Product Trends, December 2020 Issue
December 2020, LONDONESG products are proliferating, but there is scope for differentiation
The Cerulli Edge—Asian Monthly Product Trends, December 2020 Issue
December 2020, SINGAPOREDemand from large institutions and high-net-worth individuals propels growth, while asset managers are developing various strategies
The Cerulli Edge—China Edition, 4Q 2020 Issue
December 2020, SINGAPOREDemographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts
The Cerulli Edge—U.S. Retirement Edition, 4Q 2020
December 2020, BOSTONApart from ESG-specific engagements and outcomes, a few are looking into climate risk analysis
The Cerulli Report—Responsible Investing in Asia 2020: On the Cusp of Change
December 2020, SINGAPOREClimate change continues to dominate the European responsible investment agenda, but social investing is on the rise
The Cerulli Report—European Environmental, Social, and Governance Investing 2020: Leading the Global Revolution
December 2020, LONDONRegistered index-linked annuities (RILAs) offer a bright spot for sales growth; Cerulli projects RILA sales growth will continue to outpace other annuity products over the next five years
The Cerulli Report—U.S. Annuity Markets 2020: A Decade of Adaptation
December 2020, BOSTONETF assets should multiply by the end of 2030. A virtuous cycle of adoption and innovation may add additional fuel.
The Cerulli Report—U.S. Exchange-Traded Fund Markets 2020: Broadening Product Use
December 2020, BOSTONPlan sponsors adopt direct investing and strategic partnership models to curb costs and attain greater control
The Cerulli Report—North American Institutional Markets 2020: Strategic Partnerships and Direct Investing Models
December 2020, BOSTONThe industry is set to stabilize, but managers must adapt to asset allocators’ shifting preferences
The Cerulli Edge―Global Edition, December 2020 Issue
December 2020, LONDONThe Cerulli Edge—U.S. Monthly Product Trends, November 2020 Issue
December 2020, BOSTONRapid growth in the high-net-worth market provides substantial opportunity for advisory firms and asset managers
The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Wealth Concentration
December 2020, BOSTONSECURE Act and DOL guidance pave way for target-date funds to include guaranteed income and private equity investment products
The Cerulli Edge—U.S. Asset and Wealth Management Edition, December 2020 Issue
December 2020, BOSTONEased regulation paves the path for pension managers to increase flows into cross-border funds
The Cerulli Report—Latin American Distribution Dynamics 2020: Emerging Opportunities in Uncertain Times
December 2020, BOSTONEurope’s largest emerging market bond managers are struggling to recoup lost fund flows
The Cerulli Edge―European Monthly Product Trends, November 2020 Issue
November 2020, LONDONInsurers seek to enhance yields, but risk appetites could vary
The Cerulli Report—Asian Insurance Industry 2020: Knowing Your Insurance Client
November 2020, SINGAPOREMarket volatility drives asset owners to seek OCIO services; delivering enhanced performance reporting will be a selling point for providers
The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2020: A Growing Demand for Industry Standards
November 2020, BOSTONOnline platforms are catching on, but funds distribution through investment-linked products is still limited
The Cerulli Edge—Asian Monthly Product Trends, November 2020 Issue
November 2020, SingaporePockets of opportunity exist, despite COVID-19 and other challenges
The Cerulli Edge―Europe Edition, 4Q 2020 Issue
November 2020, LONDONProviders that seize the chance to revamp product and tech offerings will be best positioned for long-term success
The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2020 Issue
November 2020, BOSTONManagers are increasing their communication with clients and embracing new tools in response to the coronavirus pandemic
The Cerulli Report—European Marketing and Sales Organizations 2020: Keeping Ahead of Rapid Change
November 2020, LONDONThe RIA of tomorrow must be prepared to tackle digital readiness, client acquisition, value differentiation, and succession
The Cerulli Report—U.S. RIA Marketplace 2020: Exploring Drivers of Change
November 2020, BOSTONThe use of digital tools to enhance brand and sales performance is growing rapidly
The Cerulli Edge―Global Edition, November 2020 Issue
November 2020, LONDONAcross the spectrum of institutional and retail channels, intermediation by third parties is increasing; fee negotiation and vehicle choice will be key to gaining third-party approval
The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2020: Uncovering Addressable Assets Across Client Channels
November 2020, BOSTONFund managers pursue fee innovation to stave off fee compression
The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2020 Issue
November 2020, BOSTONHigh fees are among the reasons U.K. pension schemes are deciding to retender or switch fiduciary manager
The Cerulli Report—European Retirement Industry 2020: Addressing Pensions’ Evolving Needs
November 2020, LondonThe Cerulli Edge—U.S. Monthly Product Trends, October 2020 Issue
November 2020, BOSTONESG is becoming a more important component of winning and losing investment mandates
The Cerulli Report—U.S. Environmental, Social, and Governance Investing 2020: Shifting Environmental and Social Systems Push Asset Managers to Get More Responsible
October 2020, BostonManagers need to stay agile in their institutional sales approaches to meet asset owners’ increasing sophistication and digital adopt
The Cerulli Report—Institutional Asset Management in Asia 2020: Setting the Stage for a New Era
October 2020, SINGAPOREEuropean investors are prioritizing climate-linked products
The Cerulli Edge―European Monthly Product Trends, October 2020 Issue
October 2020, LondonAdvisory fee levels are predicted to remain unchanged despite persistent cost pressure on underlying investments
The Cerulli Report—U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice
October 2020, BostonNevertheless, wirehouse firms must address advisor pain points to fend off competition from RIA channel
The Cerulli Report—U.S. Broker/Dealer Marketplace 2020: The Increasing Impact of Culture
October 2020, BostonDigital methods and robo-advisory are being used to transform the nature and delivery of retirement solutions
The Cerulli Edge—Asian Monthly Product Trends, October 2020 Issue
October 2020, SINGAPOREInstitutional asset owners such as insurance general accounts, health and hospital systems, and endowments and foundations may find greater value in the services of a consultant given the challenges of the current market environment
The Cerulli Edge—U.S. Institutional Edition, 4Q 2020 Issue
October 2020, BostonFintech providers must determine how to balance breadth and depth of offerings with simplicity
The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2020 Issue
Mutual fund product development efforts are expected to decline as managers seek to bring cost savings to investors through ETF, separate account, and CIT offerings
The Cerulli Report—U.S. Product Development 2020: Prioritizing Investment Product Initiatives
October 2020, BostonAs asset owners increasingly align their portfolios to ESG standards, managers will need to adjust to their growing expectations
The Cerulli Edge—Asia-Pacific Edition, 4Q 2020 Issue
October 2020, SINGAPOREFintech solutions and new industry developments are key to enabling mass customization
The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2020 Issue
October 2020, BostonDespite the impact in the short term, asset managers should anticipate continued interest in outsourcing
in the long run
The Cerulli Edge—U.S. Advisor Edition, 4Q 2020 Issue
October 2020, BostonManagers need to offer holistic institutional solutions and promote the role of retail mutual funds in retirement planning
The Cerulli Report—Asian Retirement Markets 2020: Reshaping the Silver Market
October 2020, SINGAPORECoronavirus pandemic highlights the diversification weakness of traditional assets
The Cerulli Edge―Global Edition, October 2020 Issue
October 2020, LONDONDC managers plan to increase marketing and distribution efforts associated with their ESG investment products—education around terminology and ESG investing methods could help to promote future adoption by plan sponsors
The Cerulli Report—U.S. Defined Contribution Distribution 2020: Adapting to Changes in the Regulatory Environment
October 2020, BostonStrong retail and institutional demand will drive the ETF boom in the long run
The Cerulli Edge—China Edition, 3Q 2020 Issue
September 2020, SINGAPOREThe Cerulli Edge—U.S. Monthly Product Trends, September 2020 Issue
September 2020, BOSTONManagers must innovate to create new solutions that suit current market conditions
The Cerulli Edge—Asian Monthly Product Trends, September 2020 Issue
September 2020, SingaporeThe search for potential return-enhancing themes accelerates
The Cerulli Edge―European Monthly Product Trends, September 2020 Issue
September 2020, LondonInvestors increasingly rely on ETFs as important building blocks of their portfolios and have clear ideas about the types of product they prefer
The Cerulli Report—European Exchange-Traded Funds 2020: Adding Variety to Low Costs and Transparency
September 2020, LONDONInsurers seek broader access to alternative investments, private equity firms seek access to permanent capital
The Cerulli Report—U.S. Insurance General Accounts 2020: Finding Solutions Outside the Core
September 2020, BOSTONA proliferation of financial wellness programs and increased involvement of retirement providers will contribute to renewed emphasis on healthcare planning
The Cerulli Edge—U.S. Retirement Edition, 3Q 2020 Issue
September 2020, BostonForeign managers now can access China via multiple routes; their entrance is likely to add to the already-intense competition
The Cerulli Report—Asset Management in China 2020: Rolling Out the Red Carpet
September 2020, SingaporeIncoming EU legislation is another step in the integration of responsible investing
The Cerulli Edge―Global Edition, September 2020 Issue
September 2020, LondonPlan design strategies and comprehensive communications can incentivize employees to save for the future
The Cerulli Edge—U.S. Asset and Wealth Management Edition, September 2020 Issue
September 2020, BostonCOVID-19 forces firms to evaluate the cost of engagement and efficiently deploy resources
The Cerulli Report—U.S. Intermediary Distribution 2020: Aligning Impact with the Costs of Distribution
September 2020, BostonThe Cerulli Edge—U.S. Monthly Product Trends, August 2020 Issue
August 2020, BostonBanks’ advisory platforms turn to tech to increase marketshare and improve operational efficiency
The Cerulli Report—U.S. Private Banks and Trust Companies 2020: Unifying the Wealth Management Experience
August 2020, BostonLaunches dwindle but innovation continues, along with dividend payments
The Cerulli Edge―European Monthly Product Trends, August 2020 Issue
August 2020, LondonWhile digital marketing is on the rise, more fund managers are reducing their spending on traditional advertising
The Cerulli Edge—Asian Monthly Product Trends, August 2020 Issue
August 2020, SingaporeManagers offering services that simplify investment management and reporting will be able to stand out
The Cerulli Edge—Europe Edition, 3Q 2020 Issue
August 2020, LondonAs advisor-assisted investors increasingly dip their toes into day trading, advisors will need to mediate to protect against critical missteps
The Cerulli Edge—U.S. Retail Investor Edition, 3Q 2020 Issue
August 2020, BostonThe Cerulli Edge—U.S. Asset and Wealth Management Edition, August 2020 Issue
August 2020, BostonDespite the challenges the coronavirus pandemic presents, the global asset management industry can recover and grow
The Cerulli Report—Global Markets 2020: A Sharper View of the Asset Management Sector
August 2020, LondonThe Cerulli Edge—U.S. Advisor Edition, 3Q 2020 Issue
August 2020, BostonThe value of artificial intelligence in anticipating market movements is getting harder to deny
The Cerulli Edge―Global Edition, August 2020 Issue
August 2020, LondonConfronted with diminishing contributions from government sponsors, public pensions must balance their pursuit of yield with their need for liquidity
The Cerulli Edge—U.S. Institutional Edition, 3Q 2020 Issue
July 2020, BostonDefined benefit (DB) plans face challenges in maintaining funding statuses, operational due diligence teams prepare for greater scrutiny, and outsourced chief investment officer (OCIO) mandates set to rise among consultant-intermediated mandates
The Cerulli Report—U.S. Investment Consultants 2020: Adapting to the Post-COVID-19 Environment
July 2020, BostonThe Cerulli Edge—U.S. Monthly Product Trends, July 2020 Issue
July 2020, BostonFunds driven by low beta stocks have flattered to deceive during the COVID-19 pandemic
The Cerulli Edge―European Monthly Product Trends, July 2020 Issue
July 2020, LondonAssets grew at a double-digit rate in the first five months of 2020
The Cerulli Edge—Asian Monthly Product Trends, July 2020 Issue
July 2020, SingaporeSubadvisory mandates and innovative products can help managers expand retail reach; education is key to asset retention
The Cerulli Report—U.S. Alternative Investments 2020: The Path Forward
July 2020, BostonThe Cerulli Report—U.S. Managed Accounts 2020: The Evolving Landscape of Advisor Discretion
July 2020, BostonInvestors seek safety in fixed income, but there are opportunities in other segments
The Cerulli Edge—Asia-Pacific Edition, 3Q 2020 Issue
July 2020, SingaporeThe Cerulli Edge—U.S. Asset and Wealth Management Edition, July 2020 Issue
July 2020, BostonThe pandemic has caused some hesitancy but has not wholly stifled demand
The Cerulli Edge―Global Edition, July 2020 Issue
July 2020, LondonRegulatory developments and measures to support the sector provide opportunities for both local and foreign players
The Cerulli Edge—China Edition, 2Q 2020 Issue
June 2020, SingaporeThe Cerulli Edge—U.S. Monthly Product Trends, June 2020 Issue
June 2020, BostonBy measures of trustworthiness, dedicated relationships, and personalized advice, advisors are meeting investor standards
SIFMA-Cerulli Individual Investor Research Project
June 2020, BostonConsumer demand and business continuity benefit specialist firms
The Cerulli Edge―European Monthly Product Trends, June 2020 Issue
June 2020, LondonAs providers seek to become their clients’ all-in-one financial hub, they must be poised to offer services at key inflection points in the evolution of clients’ needs
The Cerulli Report—Retail Investor Products and Platforms 2020: Optimizing Platform Opportunity
June 2020, BostonThe Cerulli Edge—Managed Accounts Edition, 2Q 2020 Issue
June 2020, BostonManagers should seek opportunities in untapped business segments amid market fluctuations
The Cerulli Report—Asian Distribution Dynamics 2020: Gaining the Competitive Edge
June 2020, SingaporeThe Cerulli Edge—U.S. Retirement Edition, 2Q 2020 Issue
June 2020, BostonLocal institutional and retail investors and intermediaries are open to advice and partnerships, especially on responsible investment
The Cerulli Report—Asset Management in South Africa 2020: The Lie of the Land
June 2020, LondonCerulli estimates the immediate addressable opportunity at $2.1 trillion by 2020E; collecting assets will require a long-term approach to strategic positioning and advisor education.
The Cerulli Report—U.S. Asset Allocation Model Portfolios 2020: How Models Fit into a Broader Portfolio Construction Solution Set
June 2020, BostonMore than ever, advisors must innovate their approach to position clients for long-term success
The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2020 Issue
June 2020, BostonExposure to continuous education and industry resources provided by the Investments & Wealth Institute grants advisors the resources to enhance client outcomes
June 2020, DenverIn Europe, both bond and equity funds suffer mass withdrawals amid COVID-19 crisis
The Cerulli Edge―Global Edition, June 2020 Issue
June 2020, LondonMarket volatility drives the need for comprehensive guidance and financial wellness programs
The Cerulli Report—U.S. Retirement End-Investor 2020: Helping Participants Navigate Uncertainty
June 2020, BostonThe Cerulli Edge—U.S. Monthly Product Trends, May 2020 Issue
May 2020, BostonOutsourcing is growing, creating opportunities for external asset managers; however, fee pressure will be a key challenge
The Cerulli Report—European Insurance Industry 2020: Meeting Insurers’ Evolving Needs
May 2020, LondonCoronavirus panic dispels liquidity fears, but launches dry up
The Cerulli Edge―European Monthly Product Trends, May 2020 Issue
May 2020, LondonFixed-income funds saw high inflows last year and the trend is expected to continue this year, due to the impact of the coronavirus pandemic
The Cerulli Edge—Asian Monthly Product Trends, May 2020 Issue
May 2020, SingaporeCatering to high-net-worth investors requires asset and wealth managers to position capital preservation and tax-effective solutions
The Cerulli Report—U.S. High-Net-Worth and Ultra-Net-Worth Markets 2019: Multigenerational Shifts in Wealth
May 2020, BostonThe number of products targeting high-net-worth and affluent clients is growing
The Cerulli Edge—Europe Edition, 2Q 2020 Issue
May 2020, LondonOffering robo-advisory services to clients emerges as top priority in Cerulli’s survey of managers
The Cerulli Report—Asset Management in Southeast Asia 2020: Preparing for the Coming New Age
May 2020, SingaporeThe Cerulli Edge—U.S. Asset and Wealth Management Edition, May 2020 Issue
May 2020, BostonA shortage of asset managers offering impact strategies is hampering progress
The Cerulli Edge―Global Edition, May 2020 Issue
May 2020, LondonSystems seek yield amid expectations of lower future equity returns
The Cerulli Edge—U.S. Institutional Edition, 2Q 2020 Issue
April 2020, BostonThe Cerulli Edge—U.S. Monthly Product Trends Edition, April 2020 Issue
April 2020, BostonPrecious metal investments are not responding as expected to the ongoing crisis
The Cerulli Edge―European Monthly Product Trends, April 2020 Issue
April 2020, LondonThe local mutual fund industry is seeing increasing activity in the passive segment with the launch of ETFs and index funds
The Cerulli Edge—Asian Monthly Product Trends, April 2020 Issue
April 2020, SingaporeAfter exiting the asset management space, sponsors look to re-enter market
The Cerulli Edge—Managed Accounts Edition, 1Q 2020 Issue
April 2020, BostonCost savings is only one of many benefits advisors will realize as a result of zero-commission trading on ETFs
The Cerulli Edge―U.S. Advisor Edition, 2Q 2020 Issue
April 2020, BostonInvestors and distributors are looking for ESG products, diversified passive options, and long-term partnerships
The Cerulli Report—European Distribution Dynamics 2020: Cross-Roads and Cross-Borders
April 2020, LondonAutonomy, financial gain, and marketing flexibility motivate advisors to establish independence
The Cerulli Edge―U.S. Asset and Wealth Management Edition, April 2020 Issue
April 2020, BostonFund managers, too, have a role to play
The Cerulli Edge—Asia-Pacific Edition, 2Q 2020 Issue
April 2020, SingaporeInvestors are attracted by the opportunity to diversify a variety of exposures
The Cerulli Edge―Global Edition, April 2020 Issue
April 2020, LondonInvestors are picking up financial knowledge online, while fund managers and distribution channels are boosting their digital presence
The Cerulli Edge—China Edition, 1Q 2020 Issue
March 2020, SingaporeThe coronavirus pandemic may tip the weakened economy into recession
The Cerulli Edge―European Monthly Product Trends, March 2020 Issue
March 2020, BostonNet flows remain positive, yet mutual fund assets declined 5%, ETFs drop nearly 7%
The Cerulli Edge—U.S. Monthly Product Trends, March 2020 Issue
March 2020, BostonRegulator-led changes in China and Taiwan help the fee-based advisory model gather momentum
The Cerulli Edge—Asian Monthly Product Trends, March 2020 Issue
March 2020, SingaporeAdvisors must assess retirement readiness and provide clients with holistic solutions
The Cerulli Edge—U.S. Retirement Edition, 1Q 2020 Issue
March 2020, BostonNew participant data gathered for financial wellness initiatives underscores need for comprehensive data safeguards
The Cerulli Report—U.S. Retirement Markets 2019: Looking Toward Holistic Solutions for Participants and Plan Sponsors
March 2020, BostonCreative pricing can help managers win and retain institutional investors’ business
The Cerulli Report—European Alternative Investments 2020: Matching Different Demands
March 2020, LondonRecent market volatility should prompt advisors to reinforce their value proposition through proactive outreach and risk analysis
The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2020 Issue
March 2020, BOSTONThe issues include a lack of innovative products and poor education
The Cerulli Edge―Global Edition, March 2020 Issue
These institutions turn to these products particularly through increases to private equity investments
The Cerulli Edge—U.S. Monthly Product Trends Edition, February 2020 Issue
February 2020, BostonAwareness of climate change has raised the profile of ESG investments
The Cerulli Edge—Asian Monthly Product Trends, February 2020 Issue
February 2020, SingaporeOutlook on interest rates could have little effect on popularity of such funds, but other options may hold greater appeal for European investors
The Cerulli Edge—European Monthly Product Trends, February 2020 Issue
February 2020, LondonRegulation is needed to tackle “greenwashing,” but getting the balance right will be crucial
The Cerulli Edge—Europe Edition, 1Q 2020 Issue
February 2020, LondonTo maintain momentum, insurers should look to new transparent designs and features that will entice new advisors and clients to the product.
The Cerulli Report—U.S. Annuity Markets 2019: Adapting to Financial Advisory Trends
February 2020, BostonU.K. asset managers can use the updated Stewardship Code to their benefit
The Cerulli Edge―Global Edition, February 2020 issue.
February 2020, LondonSearch consultants offer clients transparency in an industry that can often seem opaque.
The Cerulli Edge―U.S. Institutional Edition, 1Q 2020 issue.
February 2020, BostonOpportunity knocks for strategic partners that can solve advisor pain points and address technology gaps
The Cerulli Report―U.S. Advisor Metrics 2019.
February 2020, BostonAs advisor retirements accelerate, so does the need for innovative recruiting and retention strategies
The Cerulli Edge―U.S. Advisor Edition, 1Q 2020 issue.
February 2020, BostonThe Cerulli Edge—U.S. Monthly Product Trends Edition, January 2020 Issue
January 2020, BostonInsurance annuities are likely to remain the preferred route to retirement planning
The Cerulli Edge—Asian Monthly Product Trends Edition, January 2020 Issue
January 2020, BostonAsset managers will need to improve performance and cap strategies
The Cerulli Edge―European Monthly Product Trends, January 2020 Issue
January 2020, LondonActivists are driving shareholder value through changes at the board level
The Cerulli Edge—U.S. Asset and Wealth Management Edition, January 2020 issue
After a long run-up in equity markets and given low yields, advisors are more focused on risk management, and less fixated on excess returns and alpha generation
January 2020, BostonAssets in collective investment trusts (CITs) have grown significantly in recent years due to increased demand for lower-cost vehicle options
August 2019, Boston
Investments & Wealth Institute member composition is predominantly from independent channels
August 2019, DENVER/BOSTONHedge fund managers face increasing demands from asset owners that want improved ESG reporting standards and increased commitment to ESG integration and engagement
Cerulli White Papers - Responsible Investment in Hedge Funds: The Growing Importance of Impact and Legacy
July 2019, BostonNew 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
March 2019, BostonIndustry Leaders to Combine Previously Separate Efforts
August 2018, BostonRecent survey sponsored by the SPARK Institute and conducted by Cerulli Associates
April 2019, Simsbury, CT