Strategic Consulting
Asset Management
Realize new expansion opportunities with strategic recommendations for product development, pricing, and distribution.
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.
Broaden Delivery of Your Intellectual Capital Across Platforms
Understand which vehicle and pricing structures fit with platform providers’ preferences.
Analyze Addressability in the Defined Contribution Market
Explore where opportunity exists in the 401(k) market without a leading target-date product line.
Evaluate Institutional Pricing and Distribution Strategies
Assess distribution options in the increasingly intermediated institutional channel.
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the asset management industry.
April 2020
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.
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.
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.
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.
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.
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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Learn more about how our consulting services can help you.