Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.

Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and publishing of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture and held risk and compliance roles at HSBC’s investment bank.

Education

• Baruch College
  B.B.A. in Finance and Investment
• CFA® charterholder, FRM & CIPM designations

Honors and Awards

• Frequently quoted in financial press on advisor use of private market investments and ETFs
• First investor in a semi-transparent active ETF (FDG) on 4/2/2020
• Costco Executive Member

• Market growth projections for emerging segments
• Advisor adoption of private market investments and use of semi-liquid product structures (e.g., interval funds)
• ETF industry trends including advisor use of active ETF product
• Asset manager strategy analysis

• Retail investor market entry analysis for a private credit manager, distribution strategy analysis for a diversified private markets manager
• Authored white papers on dual-share-class product (mutual fund and ETF share class in one fund) challenges and opportunities, asset manager selection of fund domiciles, and advisor adoption of private market strategies