Pricing and Profitability Analysis

Improve profitability with the right pricing strategy across products, platforms, and markets.

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Boston HQ +1 617.437.0084

Why Cerulli Associates

Boost Your Operating Margins

Cerulli’s data collected on various factors impacting pricing—vehicles, assets under management (AUM), fees, distribution partners, and plan types—can help you optimize pricing and bolster profit margins. Our consultants help our clients deliver strategic pricing adjustments that quickly make a profitable difference. Learn more about Cerulli's advantages:

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Data

For more than 30 years, we have captured critical data on the financial services industry and synthesized groundbreaking trends.

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Independence

Our ownership structure provides us with an unbiased, objective approach to identifying new market opportunities.

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Network

Our vast research network enables us to go to market quickly, testing market assumptions and developing accurate market sizing and sentiment analysis.

Consulting in Action

Client Success Stories

We provide our clients with the results they need to secure their competitive advantage

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CASE STUDY

Investment Vehicle Optimization for U.S. Asset Manager

Cerulli was approached by a large U.S.-based asset manager to evaluate the profitability of various vehicle types, the impact of a shift toward fewer asset manager partnerships, discounting practices, and regulatory impact. Cerulli developed a revised pricing framework based on fee benchmarking and client demand for the firm’s institutional strategies, with the goal of optimizing its operating margins for the business line.

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CASE STUDY

Fees and Service Benchmarking for U.S. OCIO

A U.S. based OCIO modernized its fees and services to become more competitive with industry peers. Cerulli delivered a revised pricing and services model in line with the evolving institutional market demand, enabling it to improve mandate profitability and gain deeper client penetration.

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CASE STUDY

Managed Accounts Fee Strategy for U.S. Broker/Dealer

A broker/dealer (B/D) revisiting its managed account offering engaged Cerulli to review its program-level pricing. Cerulli conducted a thorough pricing analysis through its existing managed account database and extensive research interviews with managed account executives. Based on this research, Cerulli was able to deliver new pricing schedules and recommendations for how to implement them.

SUBJECT MATTER EXPERTS

Meet Our Consultants

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

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Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Andrew Blake

Andrew Blake

Associate Director

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Andrew Blake

Andrew Blake

Associate Director

Andrew is a member of Cerulli’s Wealth Management practice, leading coverage of asset manager distribution strategy for products sold through financial advisors. With a focus on the wealth management landscape, Andrew assesses trends related to advisor use of investment products as well as their relationships with clients and varying practice types.

Prior to joining Cerulli Associates, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has spent over a decade working with financial advisors and researching distribution best practices.

Full biography here.

Asher Cheses

Asher Cheses

Director

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Asher Cheses

Asher Cheses

Director

Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.

Full biography here.

Michele Giuditta, CFA

Michele Giuditta, CFA

Director

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Michele Giuditta, CFA

Michele Giuditta, CFA

Director

Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.

Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Director

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Brendan Powers, CFA

Brendan Powers, CFA

Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Michael Rose, MST

Michael Rose, MST

Director

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Michael Rose, MST

Michael Rose, MST

Director

Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

Scott Smith

Scott Smith

Senior Director

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Scott Smith

Scott Smith

Senior Director

With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.

Full biography here.

James Tamposi, CFA

James Tamposi, CFA

Associate Director

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James Tamposi, CFA

James Tamposi, CFA

Associate Director

James (Jack) is the lead author of The Cerulli Report—North American Institutional Markets and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Bio →

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.

Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.

Full biography here.

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SOLUTIONS BY FIRM TYPE

Firms We Help

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Asset Managers

We help institutional and retail asset managers globally understand how and where to expand in an increasingly competitive and fee-compressed environment. Learn how we can help you with your product development and distribution initiatives.

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Wealth Management

What products, services, and pricing models will gather and retain investor assets? Cerulli will provide you with the strategic direction you need to help your advisors scale their businesses and help investors achieve better outcomes.

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Private Market Firms

Cerulli can help you with each stage of the investment lifecycle—investment due diligence, management of portfolio companies, and product development and distribution into the wealth management industry.

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Financial Technology

Cerulli can help you innovate toward the future with comprehensive market sizing and addressability for your services, insight into asset and wealth management trends that impact your business, and technology adoption analysis.

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