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
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Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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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
Latest Issues

September 2023 — Growth Issue
Featuring:
- A Wealth of Options for Growth

August 2023 — Alternatives Issue
Featuring:
- Growing Alternatives

July 2023 — Fixed-Income Issue
Featuring:
- Fixed on Moving Forward

June 2023 — Distribution Issue
Featuring:
- Technology Continues to Play a Key Role

May 2023 — Combined Effort Issue
Featuring:
- Looking Further Afield

April 2023 — Regulation Issue
Featuring:
- Pros and Cons of Regulation

March 2023 — End Investors Issue
Featuring:
- Providing Solutions For End Investors

February 2023 — Fund Selection Issue
Featuring:
- All Change

January 2023 — Outlook Issue
Featuring:
- What Now?

December 2022 — Thematic Investing Issue
Featuring:
- No Holding Back ESG

November 2022 — ETFs Issue
Featuring:
- Assessing the Outlook for ETFs

October 2022 — Solutions Issue
Featuring:
- Turning Issues into Solutions
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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.
Buy Now

Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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
Director
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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 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
Director
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Brendan Powers, CFA
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
Managing Director, Europe
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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
Associate Director
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John Sherrocks
Associate Director
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
Managing Director, U.S. Research
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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
Managing Director, Asia
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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 more than 20 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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