Identify Where to Expand
Demand for asset management products across the globe varies substantially across regions, borders, and channels. Explore which markets offer the greatest potential opportunity for expansion.
Cerulli’s Outlook for Global Expansion
Evaluate Regional Addressability
United States
There is much nuance to the dilemma of where a foreign manager should start in terms of identifying “the where” in pioneering a new U.S. distribution strategy. Two channels of intrigue that firms should explore are institutional nonprofits and RIAs.
Europe
Evaluate which countries offer fertile ground for gathering retirement assets, which markets are best poised for environmental, social, and governance (ESG) investing, and where exchange-traded funds (ETFs) are seeing the most growth.
Asia Pacific
The “right” countries for global managers to expand into may not necessarily be the ones with the largest or most promising mutual fund industries, as much will depend on the managers’ strategies and regional market dynamics.
Understand Which Markets Offer Expansion Potential
Use our guidebook as your knowledge passport
Explore More Criteria for Successful Expansion
Meet Our Subject Matter Experts
Connect with us
Jared F. Baucom
Managing Director, Global Sales & Marketing
Bio →
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
Bio →
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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Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.