Entrance & Expansion

The U.S. Institutional Market

Emerging Managers Nature Interior7

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?

Consulting module vector 50

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?

Contact Us

Our team

James Tamposi, CFA

James Tamposi, CFA

Associate Director

Bio →

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.

Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

Bio →

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.

Dhiego Ramalho

Dhiego Ramalho

Analyst

Bio →

Dhiego Ramalho

Dhiego Ramalho

Analyst

As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.

Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.

Full biography here.

Christopher Swansey

Christopher Swansey

Senior Analyst

Bio →

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.

You may also be interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.