U.S. Institutional
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- Understand key issues in the outsourced chief investment officer (OCIO) market, including the rise of search consultants, fees, and product demand
- Evaluate new methods of portfolio construction health and hospital systems are using to achieve asset growth and reduce risk
- Understand the drivers of merger and acquisition activity in insurance general accounts and health and hospital systems
- Gauge how insurance general accounts are shifting allocations in a low-interest-rate environment with strict regulatory capital requirements
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Uncover key trends impacting the institutional marketplace, which includes private and public pensions (DB and DC), endowments, foundations, insurance general accounts, and subadvisory. Each issue addresses topics critical to key institutional stakeholders, including asset managers, investment consultants, plan sponsors, and investment committees.
Quarterly
Latest Issues
Q2 2025 — The Asset Allocation Issue
Featuring:
- Private Markets Liquidity and the Expansion of Secondaries
- Institutional Investor Use of Passive Investments
Q1 2025 — The Responsible Investing Issue
Featuring:
- Asset Owners’ Allocations to Responsible Investing Products
- Navigating the Crossroads of Responsible Investing
Q4 2024 — The Intermediary Issue
Featuring:
- Strategies for Relationship Building in a Hybrid Environment
- The Market’s Impact on Consultant/Investor Relationships
Q3 2024 — The Risk-Seeking Investor Issue
Featuring:
- Endowments: A Limited but Growing Opportunity
- Public DB Plan Asset Allocation Update
Q2 2024 — The Pension Risk Transfer Issue
Featuring:
- Pension Risk Transfer Activity Soars as More Plan Sponsors Seek to Derisk
- Competitive Dynamics on the Insurer Side of the PRT Market
Q1 2024 — The ESG Issue
Featuring:
- Institutional Investor Appetite for ESG
- U.S. Political Environment Remains Divided on ESG
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U.S. Institutional Edition
The Cerulli Edge is the best way to stay up to speed on what’s happening across the asset and wealth management industries.
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Our Experts
Meet the Team
Whether analyzing product fees to determine appropriate pricing models, consolidation opportunities, regional expansion, or service model changes, Cerulli’s Institutional team provides distinct insight to base well-grounded business decisions.
Michele Giuditta, CFA
Director
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Michele Giuditta, CFA
Director
Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.
Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.
Full biography here.
Christopher Swansey
Associate Director
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Christopher Swansey
Associate Director
Christopher is an associate director on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.
Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.
Full biography here.
James Tamposi, CFA
Associate Director
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James Tamposi, CFA
Associate Director
James (Jack) is the lead author of The Cerulli Report—North American Institutional Markets and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.
Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.
Full biography here.
Agnes Ugoji
Analyst
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Agnes Ugoji
Analyst
Agnes is a member of Cerulli's Institutional team. As an analyst, she assists with data processing, analysis, and survey administration. She contributes to the production of the Institutional Sales and Marketing report as well as The Cerulli Edge—Institutional Edition.
Prior to joining Cerulli, Agnes interned at Loomis Sayles & Company and completed a fellowship with the Dartmouth College Investment Office. During the pandemic, she contributed to COVID-19 research and data production for the Dartmouth Institute for Health Policy and the International Organization for Migration.
Full biography here.
Gloria Pais
Analyst
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Gloria Pais
Analyst
Gloria supports the firm’s institutional research efforts, assisting with data processing, analysis, and survey administration. She contributes to the production of multiple reports, as well as The Cerulli Edge—Institutional Edition. She supports the firm’s consulting efforts, advising clients on strategic initiatives and equipping them with tools needed to navigate the institutional asset management space. Gloria is currently a candidate for the CFA® Certificate in ESG Investing .
Gloria graduated from Salem State University with a degree in finance, where she worked on various strategic management team research reports focusing on conducting strategic group analysis and industry driving forces analysis.
Full biography here.
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