PAST EDITIONS
Corner Office Views Library
Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
2024
Partnering for Success: Capitalizing on Growing Retail Adoption of Alternative Investments
This insights piece covers the business case for providing alternative investment exposures to a broader U.S. retail investor base and the two chief ways in which the retail alternative landscape will expand.
Prepare for Consolidation
Our latest insights piece covers M&A deal considerations, highlighting the motivations for deals and the segments of the market that will undergo change—wealth management, retirement, wealth management technology, and alternative investments.
2023
Alternative Investments Distribution
Managers showing enthusiasm for a new guard of structures
The Challenges and Opportunities of Wealth Management Technology
Technology can help advisors achieve a wide range of business objectives, as indicated by more than 90% of advisors polled by Cerulli. However, getting advisors to effectively learn and adopt technology is a challenge wealth managers and tech providers must overcome.
U.S. ESG in 2023: A Snapshot
75% of asset managers cite that clients’ belief that ESG is mainly driven by political views is at least a moderate challenge to increasing client receptivity of ESG issues, up from 49% in 2021. To alleviate investor skepticism, asset managers need to discuss the merits of ESG and sustainable investing with their clients.
2022
Blockchain Technology
Managers are looking to blockchain to digitize transactions and ease cumbersome processes associated with alternative investments
U.S. Wealth Management and Defined Contribution: Converging?
DC providers are positioned to advise clients
U.S. RIAs Encounter Differentiation Challenges
How can strategic partners help?
U.S. Managers Seek ESG Products, Headcount, and Data
Consistent ESG standards still needed
STRATEGIC CONSULTING & CUSTOM RESEARCH
Cerulli Consulting
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