Cerulli Edge

Global

Connect with Global Asset Management and Financial Services Trends

  • Analyze key product development initiatives and distribution trends globally
  • Examine tactics managers are implementing to bolster revenue opportunities in periods of volatility
  • Uncover distribution challenges and opportunities globally
  • Evaluate the case for increased exposure to noncorrelated alternative investments for many investors
  • Weigh the impact of digital technology on fund distribution, client acquisition, and asset gathering across retail channels globally

$19,000

Global hero

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

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Explore this Publication

Get the perspective you need to enhance your knowledge and enrich your strategy. Providing analysis of recent events and trends shaping over 40 asset marketplaces worldwide, this publication provides a single source of coverage of the global retail and institutional asset management marketplaces. Each issue contains a monthly featured trend as well as updates on key developments in Asia, Europe, the United Kingdom, and the United States.

Monthly

2020 Issues

US GE monthly image 01

July 2020 — Fixed Income Issue

Featuring:

  • A Movable Feast
US USMPT monthly image 04

June 2021 — Distribution Issue

Featuring:

  • Adjusting to Change
US GE monthly image 04

May 2021 — Combined Effort Issue

Featuring:

  • Joining Forces Can Make Sense
US Asset and Wealth Management monthly image 04

April 2021 — Regulation Issue

Featuring:

  • Regulating for a Better Future
US USMPT monthly image 11

March 2021 — End Investors Issue

Featuring:

  • Adapting to the New Normal
APE Edge Quarterly Images 02

February 2021 — Fund Selection/Diversification Issue

Featuring:

  • Demand for Alternatives is Creating Opportunities
US GE monthly image 07

January 2021 — Outlook for 2021 Issue

Featuring:

  • Crystal Ball Gazing
US GE monthly image 12

December 2020 — Risk and Return Issue

Featuring:

  • Weighing the Risks and the Rewards
US GE monthly image 11

November 2020 — Marketing & Sales Issue

Featuring:

  • COVID-19 is Shaping Evolution of Marketing
US GE monthly image 10

October 2020 — Asset Allocation/Customized Solutions Issue

Featuring:

  • Asset Allocation in an Unsettled World
US GE monthly image 09

September 2020 — Environmental, Social, and Governance Issue

Featuring:

  • ESG Continues to Expand Its Horizons
US GE monthly image 08

August 2020 — Technology & Regulation Issue

Featuring:

  • The Ever-Expanding Role of Technology
China Edge Quarterly Images 04

July 2020 — Alternatives Issue

Featuring:

  • Challenges and Opportunities
US GE monthly image 06

June 2020 — Distribution Issue

Featuring:

  • Fintech and the Impact of COVID-19
US GE monthly image 05

May 2020 — Growth Opportunities Issue

Featuring:

  • In the Midst of a Pandemic
US GE monthly image 04

April 2020 — Fund Selection/Diversification

Featuring:

  • Making the Right Choices
US GE monthly image 03

March 2020 — End-Investor Issue

Featuring:

  • Seeking to Achieve Full Potential
US GE monthly image 02

February 2020 — Governance/Due Diligence Issue

Featuring:

  • Overcoming Regulation and Other Hurdles

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Global 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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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Our Experts

Meet the Team

Their collective regional and global insights have brought firms to innovation and expansion—securing better outcomes for individual players in the market and the industry at large. Explore how this team's combination of foresight and vision can take you to new markets, new investors, and new growth.

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.

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

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Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

André Schnurrenberger, CFA

André Schnurrenberger, CFA

Managing Director, Europe

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André Schnurrenberger, CFA

André Schnurrenberger, CFA

Managing Director, Europe

André Schnurrenberger is the managing director of EMEA for Cerulli Associates and leads all research, consulting, and business activities in the region. Since joining Cerulli Associates, André has focused on wider distribution and product trends across European asset managers and has worked with some of the largest global investment firms, reviewing their product shelves, enhancing their business models, and helping them define strategies for future growth.

Prior to joining Cerulli, André spent 7 years at Columbia Threadneedle Investments, most recently as head of Business Management and Market Intelligence & Research for EMEA Distribution, and before that as Head of Performance. He held previous roles at UBS Wealth Management in Zurich and London, including Head of Investment Analytics and Performance.

Full biography here.

John Sherrocks

John Sherrocks

Senior Editor

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John Sherrocks

John Sherrocks

Senior Editor

John is responsible for editing The Cerulli Edge publications generated in the London office: The Cerulli Edge—Global Edition, Europe Edition, and European Monthly Product Trends Edition. In his role, he complies the diary of articles for the monthly and quarterly publications. He also commissions in-house analysts on the retail and institutional teams in the London office and freelancers to write the articles and create the exhibits.

Additionally, John writes the Global Edge special editorial for the London office and writes articles for other Cerulli Edges. For the past three years, he has written chapter one and the Key Questions Answered section of The Cerulli Report—Global Markets. John also initiated and led the research for Cerulli’s first country report on South Africa, which was published in 2020.

Prior to joining Cerulli five years ago, John was a business/finance journalist. He was worked for media operations based in the U.K., South Africa, and France.

Full biography here.

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

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Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Ken Yap, CFA

Ken Yap, CFA

Managing Director, Asia

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Ken Yap, CFA

Ken Yap, CFA

Managing Director, Asia

Ken Yap is managing director of Cerulli’s Asia Pacific office. He oversees Cerulli’s business development strategy and research initiatives in the region. For 19 years, Ken has worked with asset managers, distributors, and financial institutions, identifying expansion opportunities with his deep knowledge of the market. He specializes in product development and market entry strategies into Asia’s established and emerging markets.

Prior to leading the Singapore office, Ken covered local and global asset management and distribution trends in Cerulli’s London and Boston offices. Before joining Cerulli, Ken was a consultant at Analysys’ Cambridge office in the U.K.

Full biography here.

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