Global Expansion Guidebook
The Right People
Investors and asset owners across the globe increasingly contend with complex investment scenarios that require sophisticated, bespoke strategies. Allocation to human capital—skills, backgrounds, and ideas—are critical to critical to capturing securing expansion opportunities.
Cerulli’s Outlook for Global Expansion
Human Capital Allocation Requirements for Strategic Expansion
United States
Institutional mandates with U.S. clients often represent significant opportunities for long-term, fruitful partnerships. They also require continuous touchpoints for relationship building. As these partnerships and mandates balloon, managers will need to hire additional personnel.
Europe
Managers need to invest in distribution talent that truly understands what prospects are interested in and engaged with, including their current challenges, their investment needs, and the content they want to consume.
Asia Pacific
Asset owners indicate a preference toward working directly with managers, making the relationship management function at asset managers a growing priority. Asset managers rate having dedicated relationship professionals as the most important factor in increasing mandate wins.
Allocate Human Capital to Achieve Your Objectives
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.
STRATEGIC CONSULTING & CUSTOM RESEARCH
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.