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.
Understand how global demographic shifts are changing investment product use and identify the right markets and client segments to achieve results.
Innovate Your Business Model
Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.
Identify Opportunities for Expansion
Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.
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.
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.
Let's start with the basics
Learn more about Cerulli’s strategic consulting and custom research offerings.
Stay up to date
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.
Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.
Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.
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.
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.
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.
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.
This is Cerulli’s first dedicated research initiative covering asset owners using the support of an OCIO provider.