Realize new expansion opportunities with strategic recommendations for product development, pricing, and distribution.
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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.
Perception vs. Reality
What do your clients really think about your brand and how will you change their perception?
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.
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.
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?
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.
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?
Explore Emerging Themes Impacting Expansion in Southeast Asia
Tap into Retail, Institutional, and Product Opportunities in Southeast Asia
Strengthen Your Asian Expansion Approach with Objective Guidance
Build Your Product and Distribution Strategy for Asset Growth in Asia
Assess Opportunities in Singapore’s Retirement Market
Are Singaporeans Ready for Retirement?
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.
Explore Our Perspectives
We cover the most important themes impacting the asset management industry.
Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.
Explore the dynamics driving marketplace changes—including factors driving advisor affiliation choices, B/D advisor productivity across channels, and service model updates.
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.
While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads.
While the outsourced chief investment officer (OCIO) market shows signs of maturity, opportunities for growth remain.
Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process.
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.