Cerulli Edge

Europe

Connect with European Trends

  • Understand the implications of regulation for product development and distribution initiatives
  • Evaluate demand for private investments across institutional and retail channels
  • Examine how pensions plan to meet their obligations in a low-interest-rate environment and implications for managers
  • Assess the cross-border market in Europe, with comprehensive analysis of the challenges and opportunities

$9,750

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Mark Horan

Mark Horan

Senior Account Manager, Europe

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Explore this Publication

Expand your knowledge of asset management and distribution in Europe with in-depth, timely analysis. Cerulli’s European Edge covers the most pertinent trends in asset management product development and distribution in major European markets including Italy, France, the United Kingdom, Ireland, Sweden, Spain, Belgium, Germany, Switzerland, and Luxembourg.

Quarterly

Latest Issues

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Q1 2021 — Fixed-income Issue

Featuring:

  • Sustainable Fixed Income: The COVID-19 Effect
  • Bond ETFs: Passing the Stress Test Provides a Boost
  • Portfolio Construction: No Need to Break the Bond
  • Muni Bonds: European Investors Are Taking Notice
  • LIBOR: Pension Funds Are Switching to Risk-Free Rates at Varying Paces
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Q4 2020 — Cross-Border Issue

Featuring:

  • IORP II: Reduction of Barriers Fails to Boost Activity
  • Wealth Management: There Are No Easy Solutions for Complex Clients
  • Overview: Reflections and Projections
  • China: A Balancing Act for Foreign Managers
  • Capital Markets Union: Fresh Hopes for Progress
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Q3 2020 — Institutional Issue

Featuring:

  • Insurance: Insurer-Owned Asset Managers Are Repositioning to Improve Their Competitiveness
  • COVID-19’s Impact on the Real Estate Sector
  • COVID-19 Has Tested the Effectiveness of Hedging Strategies
  • European Pension Funds Continue to Navigate the Impact of COVID-19
  • Managers Can Show Their Value as Insurers Brace for Solvency Ratio Volatility
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Q2 2020 — Retail Issue

Featuring:

  • Private investments “Democratization” of the Market
  • Retirement: Market Volatility Is Set to Spur Demand for Diversified Growth Funds
  • Distribution: In Search of a Level Playing Field
  • United Kingdom: The Value of Assessing Value
  • UCITS & AIFs: The Coronavirus Pandemic May Scupper the Positive Momentum
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Q1 2020 — Fixed Income Issue

Featuring:

  • Green Bonds: Quantity and Quality is Needed if This Fledging Market is to Keep Growing Apace
  • Bonds: The Search for Options is Proving Difficult
  • Smart Beta Fixed Income: It Seems Investors Are Starting to Recognize the Benefits
  • Fixed-Income Funds: Will the Upward Growth Trajectory Continue in 2020?
  • Switzerland: A Fixed Outlook, But Not Without Change

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Europe Edition

The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industries.

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Mark Horan

Mark Horan

Senior Account Manager, Europe

Our Experts

Meet the Team

Sophisticated industry veterans dedicated to studying the market, crafting best-in-class quantitative analysis, and helping clients build their businesses with intelligent, objective insights. The strength of their knowledge across distribution, products, fees, and investor preferences, has guided clients toward new business lines, new regions, and gains in marketshare. Get to know how they can help you.

Justina Deveikyte, CAIA

Justina Deveikyte, CAIA

Director

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Justina Deveikyte, CAIA

Justina Deveikyte, CAIA

Director

Justina joined Cerulli Associates in February 2014 and heads the European Institutional Asset Management research practice. In her role, she is responsible for all research activities relating to institutional investors, the firm’s analysis of alternative investments, the newly created environmental, social, governance (ESG) section, and all data-science-based activities. She also contributes to multiple strategic consulting engagements and The Cerulli Edge series.

Justina is the lead author of several Cerulli reports, covering insurance, retirement, ESG, and alternative investments. Throughout her career, she has successfully developed partnerships with industry associations and has presented at several conferences and events across the Europe.

Prior to joining Cerulli, Justina was a Financial Manager and Global Analyst at Global Food Consulting; she previously has provided professional advice on banking products, including unit-linked insurance and third-pillar pension products at SEB Bank Group.

Full biography here.

Andrius Dovydavicius

Andrius Dovydavicius

Senior Analyst

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Andrius Dovydavicius

Andrius Dovydavicius

Senior Analyst

Andrius specializes in European institutional distribution, with a focus on pensions. In an addition, he covers alternative investments including liquid alternatives, hedge funds, and private investments. His insights are often covered in several Cerulli publications—European reports and The Cerulli Edge series—and enrich strategic consulting engagements.

Full biography here.

Jakub Filonczuk

Jakub Filonczuk

Associate Analyst

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Jakub Filonczuk

Jakub Filonczuk

Associate Analyst

Jakub is an associate analyst on the Institutional Asset Management team. He provides quantitative and qualitative analysis for Cerulli’s European research products.

Previously, Jakub worked as a Research Analyst in the Data Quality & Analysis team at Citywire, a financial news publisher.

Full biography here.

Vidushan Ragukaran, CFA

Vidushan Ragukaran, CFA

Senior Analyst

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Vidushan Ragukaran, CFA

Vidushan Ragukaran, CFA

Senior Analyst

Vid is a member of the Retail and Wholesale Asset Management team, specializing in investment products and strategies. He provides quantitative analysis and authorship for Cerulli’s European research products. He also contributes as a writer and analyst for The Cerulli Edge series.

Prior to joining Cerulli, Vid worked at the Financial Conduct Authority, where he served as a Sector Analyst covering multiple sectors of the U.K retail and wholesale investment markets. He also previously worked as an Equity Research Analyst at Investec in their asset management and wealth management practices.

Full biography here.

Amy Yan

Amy Yan

Research Analyst

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Amy Yan

Amy Yan

Research Analyst

As a member of the Retail Asset Management team in London, Amy is responsible for driving quantitative and qualitative research and insights for Cerulli’s annual reports and The Cerulli Edge series. She uses her extensive knowledge in retail asset management to extend the breadth of data Cerulli covers.

She began her career in financial services at BlackRock in London, where she worked as a Financial Research Analyst to support their fund managers, sales teams, and corporate strategy group with investment research, market intelligence, and data analytics.

Full biography here.

Tina Zhang, CFA

Tina Zhang, CFA

Analyst

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Tina Zhang, CFA

Tina Zhang, CFA

Analyst

Based in the London office, Tina is a member of Cerulli’s European research team, focusing on asset and wealth management. Tina is responsible for collecting, compiling, and analyzing large amount of qualitative and quantitative datasets and providing market intelligence for the practice’s reports.

Tina began her career as an investment analyst at Hywin Wealth in London, where she was responsible for supporting investment managers with fund research, preparing investment presentations, and proposals.

Full biography here.

Fabrizio Zumbo

Fabrizio Zumbo

Associate Director

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Fabrizio Zumbo

Fabrizio Zumbo

Associate Director

Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.

Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.

Full biography here.

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