James N. Tamposi, CFA
Associate Director, U.S. Institutional
About James
James (Jack) is an Associate Director in the Institutional practice, specializing in research and consulting related to institutional asset owners – including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations – and third-party allocators such as consultants and outsourced chief investment officers (OCIOs). Having contributed to reports across Cerulli’s suite of institutional research, he is the lead author of Cerulli’s North American Institutional Markets report, and he leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. Supporting the firm’s consulting business, Jack has led institutional market entry strategy and pricing optimization projects for U.S. and non-U.S. asset managers.
Jack serves as President and Treasurer for the Massachusetts Air & Space Museum, a non-profit focused on fostering education through the preservation of aviation history. Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.
Education
- Bates College
B.A. in Economics
Areas of Expertise
- Institutional channel targeting and prospecting (insurance general accounts, defined benefit plans, endowments, foundations, health and hospital investors)
- Institutional vehicle use and product trends
- Asset manager pricing and fee negotiation tactics
- Channel market sizing and growth
- Outsourcing strategies for emerging asset managers
Recent Project Work
- Built U.S. institutional market entry strategy for Canadian manager, including a detailed capital budgeting proposal
- Advised institutional manager on pricing optimization, including competitive analysis of institutional management fees across the spectrum of institutional vehicles
- Advised ETF sponsor on U.S. insurance general account client expansion strategy
- Created competitive analysis of outsourced chief investment officers, including an advisory pricing analysis
Learn more about the Institutional Practice
Cerulli’s Institutional team provides the industry with clarity to base well-grounded business decisions.