Cerulli Consulting

Cerulli Associates is a global research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For nearly 30 years, Cerulli has been the most trusted resource for strategic consulting and custom research, providing clear, actionable outcomes.

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Consulting

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

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Improve Performance

Understand how global demographic shifts are changing investment product use and identify the right markets and client segments to achieve results.

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Innovate Your Business Model

Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.

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Identify Opportunities for Expansion

Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.

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Strategic Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

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Custom Research

Created specifically for your business needs, Cerulli’s custom research provides distinct market insights into your particular innovation and enables unique brand awareness, personal access to hard-to-reach industry leaders, and more accurate decision-making.

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Learn more about Cerulli’s strategic consulting and custom research offerings.

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Latest Insights

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September 2021

Best Practices for Advisors When Working with Women Investors

Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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July 2021

U.S. Asset Allocation Model Portfolios: Innovation & Adoption

Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.

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April 2021

Global Retail Investors and ESG

Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.

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June 2020

U.S. Retirement Investor: The Role of Plan Sponsors, Advisors, & Retirement Providers in Volatile Times

In this era of uncertainty there is arguably more need than ever for comprehensive guidance and financial wellness programs.

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August 2020

The Evolving Role of Behavioral Finance 2020

As market volatility escalated, advisors increasingly turned to behavioral finance to help keep clients invested and focused on their long-term goals.

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May 2020

Mitigating the Impact of Advisors’ Behavioral Biases

Advisors can improve their portfolio construction and management processes by acknowledging that they are subject to many of the same behavioral biases that they hope to help investors avoid.

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February 2020

Advisor Portfolio Construction: Building Risk-Conscious Portfolios

After a long run-up in equity markets and given low yields, advisors are focused on risk management—and specifically ensuring that clients avoid a permanent impairment of capital.

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March 2019

OCIO at an Inflection Point: Strong Growth Ahead, but Institutions Are Demanding More

This is Cerulli’s first dedicated research initiative covering asset owners using the support of an OCIO provider.

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