Entrance & Expansion

U.S. Managed Accounts

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Emerging Manager Series

Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Get a closer look at the intelligence and experience we have to offer.

An Intro to U.S. Managed Accounts

According to our latest sizing, the market stands at $10 trillion in assets, witnessing 23.8% growth year over year. Learn what’s driving growth in this $10 trillion market, the major players, and the industry dynamics shaping the distribution of asset management products.

Considerations for Investment Strategy Distribution

Evaluate the key distributors in the managed accounts market and the importance of technology for operational efficiency and scale.

Managed Accounts Fees

Understanding the right fee structure is critical to gaining platform shelf space among distributors. Learn how managed account sponsors view fees and adjust your strategic pricing accordingly.

Top Considerations for Asset Managers

Evaluate important business decisions managers can make regarding distribution and operations.

The Convergence of Asset & Wealth Management

Increasingly, asset management firms are looking to surround their products with solution sets that enable them to easily communicate their value proposition and think holistically about the challenges investors face within the accumulation and decumulation phase of assets.

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Strategic Consulting & Custom Research

Cerulli for Consulting

Are you looking for guidance on entering or expanding into the U.S. market? Contact us to learn more about how we can help you.

Got Questions?

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Our team

Tom O'Shea, CFA

Tom O'Shea, CFA

Research Director

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Tom O'Shea, CFA

Tom O'Shea, CFA

Research Director

Tom has over 20 years of experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s Global Asset Allocation Division, where he played a leadership role in the ongoing development of Fidelity Personalized Portfolios, Fidelity’s Unified Managed Account (UMA) for retail customers. He also led the investment managers in creating the Breckenridge Municipal Portfolio, Fidelity’s first separate account for consumers managed by a third party. Before working on the retail side of Fidelity, Tom built and led the team that developed Fidelity’s Separate Account Network for registered investment advisors (RIAs), and his group partnered with a third party wrap sponsor to create Managed Account Resources, a UMA platform for RIAs.

Tom began his career in high tech, working in sales, business development, and product management at a number of software firms, including Lotus Development Corporation.

Full biography here.

Matt Belnap

Matt Belnap

Associate Director

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Matt Belnap

Matt Belnap

Associate Director

As an associate director, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.

Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.

Full biography here.

Michael Manning

Michael Manning

Associate Analyst

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Michael Manning

Michael Manning

Associate Analyst

Michael is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. He is a contributor to the U.S. Managed Accounts annual report and The Cerulli Edge series, providing quantitative and qualitative analyses. He also supports various consulting projects within the Wealth Management practice.

Prior to joining Cerulli Associates, Michael started his career as a financial analyst at Granite Telecommunications where he created quote proposals and developed special pricing analyses in response to customer needs.

Full biography here.

You may also be interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

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