U.S. Product Development Edition
Evaluate, innovate, and expand investment product opportunities
- Understand emerging demand trends for specific asset classes and investment strategies
- Evaluate nascent investment trends, such as semiliquid investment solutions and quantitative investing
- Understand evolving product fee trends, positioning, and distribution
- Assess the increasing use of multi-asset-class solutions and outcome-oriented portfolios
$10,750
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Explore this Publication
This periodical focuses on the latest in product strategy, development, and management trends with an eye toward emerging themes. Key topics include investment strategies (e.g., private credit, defined outcome, retirement income), the proliferation of alternative investments via retail structures (e.g., interval funds, ETFs), portfolio construction solutions (e.g., asset allocation model portfolios), emerging vehicle structures (e.g., CITs, model-traded separate accounts, evergreen funds), fee trends, and the positioning and distribution of these products.
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U.S. Product Development 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
They bring sharp analytical skills, deep product knowledge, and expertise to present opportunities for product development. Set your strategy apart with our product development team.
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.
Daniil Shapiro, CFA
Director, Cerulli Associates
Bio →
Daniil Shapiro, CFA
Director, Cerulli Associates
Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.
Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.
Full biography here.
Matt Apkarian, CFA
Associate Director
Bio →
Matt Apkarian, CFA
Associate Director
Matt 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 retirement, retail, and institutional channels.
Prior to joining Cerulli, Matt held roles in
several business units at Fidelity Investments, including Workplace Investing,
Personal Investing, and Fund Operations. Most recently, he worked as an
Investment Data Analyst for Strategic Advisers, LLC.
Full biography here.
Sally Jin
Analyst
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Sally Jin
Analyst
Sally is a member of Cerulli's Product Development practice, providing data aggregation and analysis for the team across various investment vehicles, including mutual funds, ETFs, and alternative investments. As an associate analyst, Sally assists in the research and development of Cerulli’s cyclical market reports.
Prior to joining Cerulli, Sally interned at Breckinridge Capital Advisors, Bain Capital, and the New England Council. She graduated summa cum laude from Northeastern University with a Bachelor of Arts in International Affairs and minors in Psychology and Political Science.
Full biography here.
Rohan Patel
Associate Analyst
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Rohan Patel
Associate Analyst
Rohan is a member of Cerulli’s Product Development practice, helping in data processing and analysis for the team across various investment vehicles, including mutual funds, ETFs, alternative investments, and model portfolios. As an associate analyst, Rohan provides support to the research team, assisting in the survey process and development of Cerulli’s quarterly, monthly, and annual reports.
Prior to joining Cerulli, Rohan interned at International Finance Bank and Essex Investment Management Company. He also worked full-time at Wealth First Portfolio Managers as a Financial Analyst in India. He graduated with a Master in Finance from Babson College.
Full biography here.
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