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.

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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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August 2022

Net-Zero Investment

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

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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.

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June 2022

Taking Control: Exploring Independence

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

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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.

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March 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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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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