Custom Research
Objective research and analysis tailored to your unique business needs. Gain distinct market insights into your particular innovation with our custom research. At every step, Cerulli will ensure that your project is executed with precision and care.
Consulting
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Why Cerulli?
Delivering intelligent, actionable insight is in our DNA. For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence. Let our data, experience, and expertise set your business apart.
Proprietary Data
Cerulli’s proprietary survey data sourced from retail and high-net-worth investors, advisors, professional buyers, and institutions, coupled with bespoke data sets acquired through our custom survey capabilities, provide an invaluable quantitative foundation to a custom research project with Cerulli.
Customized Deliverable
Our team will work hand in hand with you to determine your target message, inputs, audience, and end-goals and work to construct the most impactful research deliverable to meet your objectives.
Marketing Support
We understand the importance of message amplification and offer marketing support for deliverable design, message positioning, press outreach, and event participation. Maximize your project’s exposure and audience reach with a partner aligned with your objectives.
Custom Research
Sample Projects
Take a look at our sample projects to explore the thought leadership topics we have delivered.
March 2025
Redefining the Role of Index Providers
Index providers play a foundational role in the index-based products and asset allocation model portfolios now widely used in retail wealth management, yet they remain underutilized.
October 2024
Financial Planning: Fueling Client and Business Growth
Assess growing investor demand for financial planning and explore best practices for aiding advisors in their path toward an advice-oriented service model.
June 2024
Top-Performing Teams: Exploring the Benefits and Approaches of Building a Team-Based Advisory Practice
Leveraging a team-based approach can provide financial advisors with scale, service differentiation, organic growth, and built-in succession opportunities.
May 2024
401(k) Managed Accounts: A Misunderstood Value Proposition
This research explores the opportunity to improve retirement confidence through increased participant adoption of DC managed accounts.
October 2023
The Benefits of Personalization in Defined Contribution Plans
Defining Value in Managed Account and Financial Wellness Programs and Features
September 2023
Adapting to Growing Private Markets: A Playbook for Practice Success
Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.
May 2023
Improving Recruitment and Retention Throughout Advisors’ Lifecycles
Uncovering opportunities and best practices at banks and credit unions.
February 2023
Fund Domicile Selection: Enabling Global Alternative Asset Growth
Explore the domicile selection process for U.S. private capital managers seeking expansion.
December 2022
The Case for Direct Indexing: Differentiation in a Competitive Marketplace
Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
June 2022
Taking Control: Exploring Independence
Explore why advisor independence on the rise and the factors that will continue to influence growth.
Cerulli White Papers
Cerulli uses compilations of existing data to create white papers and thought leadership for public distribution.
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Learn more about Cerulli's custom research offerings.
SOLUTIONS BY FIRM TYPE
Firms We Help
Asset Managers
We help institutional and retail asset managers globally understand how and where to expand in an increasingly competitive and fee-compressed environment. Learn how we can help you with your product development and distribution initiatives.
Wealth Management
What products, services, and pricing models will gather and retain investor assets? Cerulli will provide you with the strategic direction you need to help your advisors scale their businesses and help investors achieve better outcomes.
Private Market Firms
Cerulli can help you with each stage of the investment lifecycle—investment due diligence, management of portfolio companies, and product development and distribution into the wealth management industry.
Financial Technology
Cerulli can help you innovate toward the future with comprehensive market sizing and addressability for your services, insight into asset and wealth management trends that impact your business, and technology adoption analysis.