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.

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For additional information regarding Cerulli consulting services please submit the below form.

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

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.

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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.

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Personalization in Defined Contribution Plans

The Benefits of Personalization in Defined Contribution Plans

With an array of personalized financial services and providers from which to select, plan sponsors must determine which type of personalized solution(s) and which solutions provider(s) are the best fit for their plan participant base.

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Advisors and Alternative Investments

Adapting to Growing Private Markets: A Playbook for Practice Success

New research from Cerulli, Invesco, and Investments & Wealth Institute (IWI) finds that a strong private markets product lineup can help not only client outcomes, but also benefit an advisor’s practices; however, more product education is needed to drive greater adoption.

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Fund Domicile Selection

Fund Domicile Selection: Enabling Global Alternative Asset Growth

Cerulli’s white paper, sponsored by Guernsey Finance/We Are Guernsey, examines the increasingly important decision of where to domicile funds for non-U.S. investors.

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Direct Indexing

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.

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Advisor Independence

Taking Control: Exploring Independence

Explore why advisor independence is on the rise and learn about key aspects of operating as an independent advisor in this white paper series.

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Gain Useful Tips and Tactical Takeaways

Best Practices for Advisors When Working with Women Investors

Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.

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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.

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