Strategic Consulting

Asset Management

Realize new expansion opportunities with strategic recommendations for product development, pricing, and distribution.

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Let Us Help You

Our deep knowledge of the market, the competitive landscape, and relationships with global allocators can help you assess how to strengthen your business model and provide you with tangible recommendations for optimal product structure, staffing levels, and distribution.

United States

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Broaden Delivery of Your Intellectual Capital Across Platforms

Understand which vehicle and pricing structures fit with platform providers’ preferences.

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Analyze Addressability in the Defined Contribution Market

Explore where opportunity exists in the 401(k) market without a leading target-date product line.

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Evaluate Institutional Pricing and Distribution Strategies

Assess distribution options in the increasingly intermediated institutional channel.

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Europe

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Perception vs. Reality

What do your clients really think about your brand and how will you change their perception?

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Assess the Opportunity for Thematic Funds in Europe

Demand is quickly ramping up across European investors for thematic funds. Explore opportunities for innovation and distribution.

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Optimize Growth Leveraging Technology

Technology tools that centralize client relationship management, enable targeted communication, and enable key resources to do more with less, provide the keys to amplify distribution.

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Create New Opportunities to Win Shelf Space Among Fund Selectors

Performance, fees, service, brand—what will it take to win shelf space among fund selectors?

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Capture ESG Demand from Retail Investors in Europe

As demand grows, managers will need to find avenues to capture interest while ensuring products align with investor preferences.

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Reach European Retail Investors Seeking Exposure to Private Assets

Individual investors will represent a higher proportion of fundraising for alternatives in the next 12-24 months. What channels hold the keys for asset gathering?

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Asia

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Explore Emerging Themes Impacting Expansion in Southeast Asia

Tap into Retail, Institutional, and Product Opportunities in Southeast Asia

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Strengthen Your Asian Expansion Approach with Objective Guidance

Build Your Product and Distribution Strategy for Asset Growth in Asia

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Assess Opportunities in Singapore’s Retirement Market

Are Singaporeans Ready for Retirement?

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Examine Potential in China’s Greater Bay Area

Understand ongoing regulatory development in China’s Greater Bay and how to position your entry into the Wealth Management Connect pilot.

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the asset management industry.

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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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May 2021

The U.S. Broker/Dealer Marketplace: Evolving Marketplace Dynamics

Explore the dynamics driving marketplace changes—including factors driving advisor affiliation choices, B/D advisor productivity across channels, and service model updates.

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May 2021

The Canadian ETF Market in 2020

Canada’s ETF industry maintains an innovative edge as assets approach USD$200 billion

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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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October 2020

U.S. Asset Management Distribution: The Changing Costs of Doing Business

While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads.

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August 2020

Key Trends in U.S. Managed Accounts

Platform consolidation initiatives at sponsor firms have slowed as the SEC’s Regulation Best Interest (BI) has caused senior leaders to direct their attention toward compliance oversight.

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April 2020

U.S. Outsourced Chief Investment Officer: Market Viewpoints

While the outsourced chief investment officer (OCIO) market shows signs of maturity, opportunities for growth remain.

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April 2020

U.S. Asset Allocation Model Portfolios: Innovation, Distribution, and Adoption

Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process.

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March 2019

OCIO at an Inflection Point: Strong Growth Ahead, but Institutions Are Demanding More

This is Cerulli’s first dedicated research initiative covering asset owners using the support of an OCIO provider.

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