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Changing Fortunes of Europe's Convertible Bonds Set to Continue

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

August 2017, London

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

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

August 2017, Boston

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

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

August 2017, Boston

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

August 2017, London

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

July 2017, Boston

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

July 2017, Boston

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

July 2017, London

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

July 2017, Boston

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

July 2017, Singapore

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

July 2017, London

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

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

July 2017, Boston

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

July 2017, Boston

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

July 2017, Boston

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

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

July 2017, Boston

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

July 2017, Singapore

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

July 2017, Singapore

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

July 2017, London

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

June 2017, Boston

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

June 2017, Boston

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

June 2017, Singapore

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

June 2017, Singapore

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

June 2017, Boston

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

June 2017, London

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

June 2017, Boston

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

June 2017, Singapore

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

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

June 2017, Boston

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

June 2017, Boston

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

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

June 2017, Boston

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

June 2017, London

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

June 2017, Boston

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

May 2017, Singapore

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

May 2017, London

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

May 2017, Boston

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

May 2017, London

Economic Optimism in the U.S. Strongest on Coasts

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

May 2017, Boston

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 

May 2017, London

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 

May 2017, London

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

May 2017, London

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

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

May 2017, Boston

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

April 2017, Boston

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

April 2017, Boston

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 

April 2017, Singapore

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 

April 2017, London

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

April 2017, London

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 

April 2017, London

U.S. Institutions Seek Private Capital to Enhance Returns

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

April 2017, Boston

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 

April 2017, Singapore

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 

April 2017, London

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

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

April 2017, Boston

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

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

April 2017, Boston

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 

April 2017, London

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

March 2017, Boston

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

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

March 2017, Boston

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 

March 2017, Singapore

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 2017: 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

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

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

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