Entrance & Expansion
The U.S. Institutional Market
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.
U.S. Institutional Market, Explained
Get to know the $27 trillion U.S. institutional market. Understand the channels that comprise the market and what they are looking for from asset managers.
Asset Management Distribution in the Institutional Channel
What are the most effective strategies for segmenting and targeting the institutional channel? This video explains the benefits of different distribution approaches.
Evaluate the Sales Process
Understand the sales process in the institutional channel and strategies for winning mandates in the channel.
Institutional Vehicle Selection
What are the most important factors to institutional investors when evaluating investment vehicles? Explore our perspective on this topic and more.
Fees
Fees are an important part of distribution for institutional managers. Assess how fee pressure might be affected by institutional channel and vehicle type.
Servicing Requirements
What are the additional servicing requirements that institutional investors look for from asset managers and what are the most important resources to consider for service model differentiation?
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.
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Our team
James Tamposi, CFA
Associate Director
Bio →
James Tamposi, CFA
Associate Director
James (Jack) is an Associate Director in the Institutional practice, specializing in research and consulting related to institutional asset owners – including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations – and third-party allocators such as consultants and outsourced chief investment officers (OCIOs). Having contributed to reports across Cerulli’s suite of institutional research, he is the lead author of Cerulli’s North American Institutional Markets report, and he leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. Supporting the firm’s consulting business, Jack has led institutional market entry strategy and pricing optimization projects for U.S. and non-U.S. asset managers.
Jack serves as President and Treasurer for the Massachusetts Air & Space Museum, a non-profit focused on fostering education through the preservation of aviation history. Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.
Full biography here.
Christopher Swansey
Associate Director
Bio →
Christopher Swansey
Associate Director
Christopher is an associate director on the institutional team where he leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He has previously led the annual Institutional Markets and Insurance General Accounts reports. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.
Christopher was a Senior Analyst at Mercer working within their executive compensation consulting practice before joining Cerulli in 2018.
Full biography here.
You may also be interested in:
- Annual report
- The Cerulli Edge
