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
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.
December 2023 — Thematic Investing/ESG Issue
- ESG Funds Remain in Demand
November 2023 — Exchange-Traded Fund Issue
- A Bright Outlook for ETFs
October 2023 — Solutions Issue
- Building Better
September 2023 — Growth Issue
- A Wealth of Options for Growth
August 2023 — Alternatives Issue
- Growing Alternatives
July 2023 — Fixed-Income Issue
- Fixed on Moving Forward
June 2023 — Distribution Issue
- Technology Continues to Play a Key Role
May 2023 — Combined Effort Issue
- Looking Further Afield
April 2023 — Regulation Issue
- Pros and Cons of Regulation
March 2023 — End Investors Issue
- Providing Solutions For End Investors
February 2023 — Fund Selection Issue
- All Change
January 2023 — Outlook Issue
- What Now?
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.
Brendan Powers, CFA
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.
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.
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