The Cerulli Edge

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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Mason Gillespie

Mason Gillespie

Senior Account Manager

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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

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Q4 2022 — Intermediaries Issue

Featuring:

  • Traditional Advisory/OCIO Business Mix
  • Hybrid Work Environment Disrupts Relationship Building
  • The Growing Importance of Databases Post-Pandemic
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Q3 2022 — Alternative Investments Issue

Featuring:

  • Inflation, Volatility Spur Quest for Safe Harbors
  • An Alternative Against Inflation
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Q2 2022 — DB Issue

Featuring:

  • Nonprofits and Institutional Marketing Teams Adjust in a Post-Pandemic World
  • The Effects of Inflation on Public Defined Benefit Plans
  • Inflationary Impact on Corporate Defined Benefit Plans
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Q1 2022 — ESG Issue

Featuring:

  • Institutional Asset Owners’ ESG Support Needs Have Them Turning to Third Parties
  • Addressing Climate Risk
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Q4 2021 — Marketing and Nonprofits Issue

Featuring:

  • Nonprofits Face COVID-19
  • Long-Term Implications of COVID-19 for Institutional Sales and Marketing
US Institutional Q3

Q3 2021 — Defined Benefit Issue

Featuring:

  • Assessing ESG Demand Among Defined Benefit Plans
  • Demand for Liability-Driven Investing Strategies Likely to Increase

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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 global asset and wealth management industries.

Buy Now

Mason Gillespie

Mason Gillespie

Senior Account Manager

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

Michele Giuditta, CFA

Director

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Michele Giuditta, CFA

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

Laura Levesque, CFA

Associate Director

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Laura Levesque, CFA

Laura Levesque, CFA

Associate 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

Christopher Swansey

Senior Analyst

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Christopher Swansey

Christopher Swansey

Senior Analyst

Christopher is a senior analyst 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

James Tamposi, CFA

Associate Director

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James Tamposi, CFA

James Tamposi, CFA

Associate Director

James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for Cerulli’s periodical Institutional Edge publication. 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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