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.

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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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Thought Leadership

Explore Our Perspectives

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

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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.

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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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