The Right Investment Vehicle
Firms with innovative offerings will be positioned for market success but must be prepared to address evolving investor requirements. Learn which strategies will play well in the U.S., Europe, and Asia based our unique knowledge of investor preferences and intermediaries across the globe.
Cerulli’s Outlook for Global Expansion
Which Vehicle Structures Will Increase Fund Flows?
United States
Due to the reach that the largest intermediaries have over multiple client types, wealth tiers, and geographical regions, it’s increasingly important that strategies be offered in both retail and institutional structures if a manager’s scale allows.
Europe
The “democratization” of private assets is gaining momentum, with retail investors being given access to investments previously reserved for institutional investors. While innovation is underway, the market has yet to identify the single best solution for getting individual investors into private asset classes.
Asia Pacific
With Asian investors increasingly receptive to environmental, social, and governance (ESG) investing, firms can set themselves apart by justifying these strategies’ value as effective risk mitigation tools. One of the principal challenges is measuring the performance of their ESG investment portfolios.
Understand Which Vehicles Offer Expansion Potential
Use our guidebook as your knowledge passport
Explore More Criteria for Successful Expansion
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Jared F. Baucom
Managing Director, Global Sales & Marketing
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Jared F. Baucom
Managing Director, Global Sales & Marketing
Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.
Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.
Full biography here.
Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
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