Cerulli Consulting

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

Consulting Page Header Rocket 111020 3600x2400


Looking for More Information?

For additional information regarding Cerulli consulting services please submit the below form.

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Graph increasing icon 1024x300 02

Improve Performance

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

Lab icon 1024x300

Innovate Your Business Model

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

Telescope icons 1024x300

Identify Opportunities for Expansion

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

Strategic consulting graphic blue 1640x917

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.

Learn More

Custom research graphic 1640x923

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.

Learn More

Contact Us

Let's start with the basics

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

Stay up to date

Latest Insights

CUSTOM RESEARCH Web grid 1024x569

December 2022

The Case for Direct Indexing: Differentiation in a Competitive Marketplace

Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.


WHITE PAPER Esg wp grid 1024x569

August 2022

Net-Zero Investment

Commitments aimed at mitigating climate change are on the rise among global investment institutions.


WHITE PAPER Alts 2022 grid

July 2022

Alternative Investments in 2022: Capitalizing on Markets in Turmoil

Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.


CUSTOM RESEARCH Commonwealth KC 1024x569

June 2022

Taking Control: Exploring Independence

Explore why advisor independence on the rise and the factors that will continue to influence growth.


WHITE PAPER Democritization private assets kc 1024x569

April 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.


WHITE PAPER Canadian etfs 2021 website hero image 1024x569

March 2022

2021 Canadian ETF Market Wrap-Up

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


CUSTOM RESEARCH Getty Images 1207238614 web grid 1024x569

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.


CUSTOM RESEARCH Russell Getty Images 1061549950 1024x569

November 2021

Climate Change Investing

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


CUSTOM RESEARCH Schwab website grid image 1024x569

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.


We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.