U.S. Institutional
Connect with U.S. Institutional Asset Management Trends
- 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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Explore this Publication
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
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
Q4 2023 — The Liability-Driven Investors Issue
Featuring:
- Rising Interest Rates Create a New Dynamic in the Insurance General Account Landscape
- Corporate Plan Sponsors’ Rapid Increase in Pension Risk Transfers
Q3 2023 — The Outsourcing Issue
Featuring:
- Rethinking Operations and Outsourcing
- Asset Owners Have More Reasons to Move to an OCIO Model in 2023 and Beyond
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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
Bio →
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.
Laura Levesque, CFA
Director
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Laura Levesque, CFA
Director
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.
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 Cerulli’s North American Institutional Markets report 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.
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