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
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Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Improve Performance
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.
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.
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.
Contact Us
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Learn more about Cerulli’s strategic consulting and custom research offerings.
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Latest Insights
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.
August 2022
Net-Zero Investment
Commitments aimed at mitigating climate change are on the rise among global investment institutions.
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.
June 2022
Taking Control: Exploring Independence
Explore why advisor independence on the rise and the factors that will continue to influence growth
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.
March 2022
Cryptocurrency: Navigating a Frontier Asset Class for Advisors and Asset Managers
Cryptocurrency Is Too Impactful to Ignore
March 2022
2021 Canadian ETF Market Wrap-Up
Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake
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.
November 2021
Climate Change Investing
Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.
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.