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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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 globally, 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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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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Portfolio Positioning

Seeking Future Returns

After a period in which many investors posted superior performance, asset owners and managers expect a lower return environment in 2022 and beyond. This white paper explores various measures asset owners and managers are considering. It also examines the implications of moving up the risk spectrum—considerations for targeting higher returns via private investments and private fixed income, specifically.

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Explore ways to promote D&I in the financial services industry

Diversity and Inclusion

Sponsored by Russell Investments, this paper includes unique perspectives from 10 asset owners and 10 asset managers. They define internal and external drivers pushing the industry toward adopting D&I initiatives. They identify specific strategies asset owners and managers can use to attract and retain diverse talent, as well as approaches that the industry can leverage to guide diverse candidates to the asset management space.

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Improving Client Experience: Customizing with Direct Indexing

Direct Indexing Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years

Use Cerulli’s latest research to understand what’s driving industry momentum, access complete market sizing and projected growth, assess market players and assets under management, and evaluate future opportunities for development.

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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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Custom research sample project 1

As market volatility escalated, advisors turned to behavioral finance

The Evolving Role of Behavioral Finance 2020

Charles Schwab, in collaboration with the Investments & Wealth Institute (IWI), retained Cerulli Associates to learn how advisors view and use behavioral finance when working with clients. In May and June 2020, Cerulli Associates conducted a survey of more than 300 financial advisors. Respondents were members of IWI and diversified across business models, including wirehouses, registered investment advisors (RIAs), and national & regional broker/dealers.

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Custom research sample project 2

Strong Growth Ahead, but Institutions Are Demanding More

OCIO at an Inflection Point

In the fourth quarter of 2018, Cerulli Associates, on behalf of BlackRock, conducted in-depth qualitative interviews with senior executives, finance and investment staff professionals, and investment committee and board members at U.S. institutions across client segments, offering insight into their experiences working with an outsourced chief investment officer (OCIO) provider. Collectively, these institutions control $25.5 billion in assets.

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Custom research sample project 3

Building Risk-Conscious Portfolios

Advisor Portfolio Construction

As advisors deploy strategies to mitigate risk, an overreliance on select brands and liquidity concerns may be leading them to overlook more tailored exchange-traded fund (ETF) products. Cerulli’s latest white paper, issued on behalf of Rafferty Asset Management, LLC, the advisor to Direxion ETFs, suggests that advisors should assess the full array of tools available to them, including factor-based and outcome-oriented strategies, as well as products with embedded capital efficiency to identify how to best achieve the optimal outcome for their clients.

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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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