Entrance & Expansion

Product and Vehicle Selection: What Works in the U.S. Marketplace

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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.

Channels & Demand

What are the product and vehicle considerations that asset managers need to think about to enhance the attributes of their investment strategy and meet demand from the target client segment? Hear from our experts on these questions.

Subadvisory

The subadvisory channel represents an opportunity for emerging managers who are looking to access the U.S. market but lack the resources to build a distribution infrastructure. Watch this video to learn the benefits and drawbacks of this option.

Alternatives

Understand the vehicle decisions that alternatives managers have made to capture marketshare from institutional and retail markets in the U.S.

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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.

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Our team

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director

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Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director

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.

Brendan Powers, CFA

Brendan Powers, CFA

Director

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Brendan Powers, CFA

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.

Matt Apkarian, CFA

Matt Apkarian, CFA

Associate Director

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Matt Apkarian, CFA

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.

Donya Zargham

Donya Zargham

Associate Analyst

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Donya Zargham

Donya Zargham

Associate Analyst

Donya is a member of Cerulli’s Product Development team, which specializes in trends in product development of asset managers. As an associate analyst, she supports senior analysts while working with other members of the team in order to conduct quantitative analysis as well as assist in report writing.

Prior to joining Cerulli, Donya worked as an intern in the accounting department at Strene, Kessler, Goldstein & Fox, as well as conducted materials science research as an undergraduate researcher at UVA.

Full biography here.

You may also be interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

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