Cerulli Consulting

Cerulli Associates is a global research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For over 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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March 2022

The Democratization of Private Assets in Europe

Explore the product structures and distribution channels alternative managers can leverage to address retail demand in Europe for private assets.

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February 2022

2021 Canadian ETF Market Wrap-Up

Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake

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February 2022

Seeking Future Returns

Evaluate how asset owners and managers are positioning their portfolios in pursuit of returns in an increasingly complex and competitive environment.

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January 2022

Global Virtual Roundtable | 2022 Environmental, Social, and Governance Investing

Assess the state of the global environmental, social, and governance (ESG) market.

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January 2022

2022 U.S. Defined Contribution Distribution Trends to Watch

Evaluate key product and distribution trends ahead in the defined contribution market.

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October 2021

U.S. Direct Indexing: Market Drivers, Adoption, and Growth Projections

What are industry growth drivers and what is the next phase of opportunity?

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November 2021

Climate Change Investing

Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.

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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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