Money Management Institute and Cerulli Associates to Consolidate Investment Advisory Solutions Industry Data

Money Management Institute and Cerulli Associates to Consolidate Investment Advisory Solutions Industry Data
Industry Leaders to Combine Previously Separate Efforts

August 2018, London. The Money Management Institute (MMI) today announced that it has entered into an
agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli
as of the third quarter of 2018.

Cerulli will integrate MMI’s historical investment advisory data set into its existing operations and continue the
industry-leading data collection and reporting processes that MMI has provided since 1997. The consolidated
platform will be branded “MMI-Cerulli Advisory Solutions Data.”

“Combining our data activities and efforts with those of Cerulli provides natural synergies that will benefit MMI
members on several fronts,” said Craig Pfeiffer, MMI President and CEO. “Through Cerulli, an acknowledged leader
in research and analytics, our members will continue to receive the quarterly industry data report and insights they
have come to rely on, and members providing data will have access to an online portal. This arrangement allows
MMI resources to be aligned against other strategic priorities.”

“The Money Management Institute and its members are natural partners for Cerulli Associates,” said Kurt Cerulli,
Founder and CEO of Cerulli. “Our collaboration will enhance the resources available to the leaders of the wealth
and asset management industry, providing an enhanced view and understanding of the major trends at work in the
advisory solutions marketplace. Many Cerulli clients are members of MMI and vice versa. This arrangement is a win
for all parties.”

MMI and Cerulli have also agreed to explore expanding the combined data set to include information about
sustainable and ESG investing, deeper coverage of alternative investments, and more detailed data on specific
distribution channels. The two organizations will form a council of industry leaders to drive future expansion of the
data set, provide guidance on key terminology, and monitor the accuracy of the data.

Summarized Mr. Pfeiffer, “What is most exciting about this arrangement is the potential for us to generate
unmatched insights and thought leadership for the benefit of advisory solutions industry constituents and their
clients. Combining Cerulli’s expertise in asset management research and analytics with the broad perspective and
real-world experience of MMI’s members is a truly powerful blend.”

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