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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

December 2017, Boston

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

December 2017, Boston

U.S. Asset Managers Build ESG Investing Capabilities in Expectation of Future Demand

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

December 2017, Boston

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

December 2017, Boston

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

December 2017, Boston

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

December 2017, Boston

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

December 2017, London

U.S. Millennial Advisors are Heavy Adopters of Financial Planning

The Cerulli Report -  U.S. Advisor Metrics 2017: The Next Generation of Planning

November 2017, Boston

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

November 2017, Singapore

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

November 2017, Singapore

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

November 2017, Boston

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

November 2017, Boston

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

November 2017, Boston

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

November 2017, Boston

Regulation Is Dampening Product Innovation

Europe's asset managers see increased demand for customized products
The Cerulli Edge - Europe Edition, 4Q 2017 Issue

November 2017, Boston

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

November 2017, Boston

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

November 2017, London

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

November 2017, Singapore

Centralization of Investment Influence Challenges U.S. Asset Management Opportunities

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

November 2017, Boston

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

 

November 2017, London

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

October 2017, Boston

Open-Architecture Target-Date Managers Seek Differentiated, Best-in-Class Investment Managers

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

October 2017, Boston

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

October 2017, Boston

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

October 2017, Boston

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

 

October 2017, Singapore

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

October 2017, Boston

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

October 2017, London

U.S. CIT Assets Experience Double-Digit Growth for First Time Since 2012

The Cerulli Edge - U.S. Institutional Edition, 4Q 2017 Issue

OCTOBER 2017, BOSTON

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

October 2017, London

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

October 2017, London

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

October 2017, Singapore

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

October 2017, Singapore

U.S. IBD Advisors Most Likely to Outsource Model Portfolios

The Cerulli Edge - U.S. Advisor Edition, 4Q 2017 Issue

October 2017, Boston

Saving the Dinosaurs: Industry Trends Threaten U.S. Broker/Dealer Structure

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

October 2017, Boston

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

October 2017, Singapore

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

October 2017, London

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

September 2017, Boston

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

September 2017, Boston

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

September 2017, Boston

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

September 2017, Singapore

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

September 2017, Singapore

U.S. Advisors Being Pushed Away from Portfolio Construction and Toward Relationship-Building

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

September 2017, Boston

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

September 2017, Boston

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

September 2017, Boston

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

 

September 2017, London

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

August 2017, Boston

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

August 2017, Singapore

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

August 2017, Boston

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

August 2017, London

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

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

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

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

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

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