Global Expansion
Align your business to capture opportunities in global markets with Cerulli’s latest expansion guidebook. Designed for asset managers seeking guidance on markets, channels, pricing, and distribution staffing, this resource will help you structure your expansion priorities in 2022, and beyond.
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The Insights You Need to Build Your Expansion
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Topics Explained
Market
Demand for asset management products across the globe varies across regions, borders, and channels. Explore and capture demand in the markets that make strategic sense for business.
Product
Evaluate the different product types and investment structures that carry growth potential for managers looking to tap into a new market or region.
Pricing
Strengthen your competitive pricing strategy by evaluating variables, including sales channel, client type, vehicle, client size, mandate size, and capacity.
Investment Strategy
Appeal to investors regionally and globally by ensuring your offerings reflect your core capabilities and can be distributed on an omni-channel basis.
Intermediaries
Examine key gatekeepers you need to engage in order to effectively distribute your strategies in new markets.
People and Teams
Understand the service expectations of investors and allocators in Asia, Europe, and the U.S to align your people resources with the evolving needs of your clients.
Strategic Consulting and Custom Research
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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.