Join the Collaborative

Cerulli’s Institutional Investors Collaborative

Cerulli’s Institutional Investors Research Collaborative (IIRC) provides asset owners—endowments and foundations, corporate defined benefit, public defined benefit, health and hospital systems, and insurance firms—intelligence to arm investment leaders with research and data to validate investment-related recommendations presented to board and committee members.

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Participate in IIRC

BENEFITS

Why Participate?

Asset owners trust Cerulli’s Collaborative to gain critical industry intelligence, learn best practices from peer-driven engagement, and form better relationships with asset management and consultant partners.

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Intelligence

Gain objective perspective on the trends affecting how institutions manage money. Get the latest developments across alternative investments, environmental, social, and governance (ESG) investing, and innovation across vehicles.

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Peer-Driven Networking

Grow your relationships with industry peers. Cerulli’s in-person and virtual events are geared toward helping you foment stronger relationships and build best practices driven by peer engagement.

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Access to Analysts

Meet with our team of industry experts. Share your unique professional perspectives while contributing to qualitative aspects of the survey process.

IS THIS FOR YOU?

Who Participates

Do you shape investment decisions at institutions? Do you want to understand how your peers are thinking about investment allocations, portfolio risk, and funding status? If so, we encourage you to join us.

Here to Help

Meet the Team

Michele Giuditta, CFA

Michele Giuditta, CFA

Director

Bio →

Michele Giuditta, CFA

Michele Giuditta, CFA

Director

Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.

Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Full biography here.

Laura Levesque, CFA

Laura Levesque, CFA

Director

Bio →

Laura Levesque, CFA

Laura Levesque, CFA

Director

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

Gloria Pais

Gloria Pais

Analyst

Bio →

Gloria Pais

Gloria Pais

Analyst

Gloria supports the firm’s institutional research efforts, assisting with data processing, analysis, and survey administration. She contributes to the production of multiple reports, as well as The Cerulli Edge—Institutional Edition. She supports the firm’s consulting efforts, advising clients on strategic initiatives and equipping them with tools needed to navigate the institutional asset management space. Gloria is currently a candidate for the CFA® Certificate in ESG Investing .

Gloria graduated from Salem State University with a degree in finance, where she worked on various strategic management team research reports focusing on conducting strategic group analysis and industry driving forces analysis.

Full biography here.

Dhiego Ramalho

Dhiego Ramalho

Research Analyst

Bio →

Dhiego Ramalho

Dhiego Ramalho

Research Analyst

As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.

Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.

Full biography here.

Christopher Swansey

Christopher Swansey

Associate Director

Bio →

Christopher Swansey

Christopher Swansey

Associate Director

Christopher is an associate director on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

James Tamposi, CFA

James Tamposi, CFA

Associate Director

Bio →

James Tamposi, CFA

James Tamposi, CFA

Associate Director

James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Agnes Ugoji

Agnes Ugoji

Analyst

Bio →

Agnes Ugoji

Agnes Ugoji

Analyst

Agnes is a member of Cerulli's Institutional team. As an analyst, she assists with data processing, analysis, and survey administration. She contributes to the production of the Institutional Sales and Marketing report as well as The Cerulli Edge—Institutional Edition.

Prior to joining Cerulli, Agnes interned at Loomis Sayles & Company and completed a fellowship with the Dartmouth College Investment Office. During the pandemic, she contributed to COVID-19 research and data production for the Dartmouth Institute for Health Policy and the International Organization for Migration.

Full biography here.

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Complimentary Research

Featured Insights

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Explore

Featured Webinars

Hear from our institutional analysts across a variety of topics:

Webinar Recording Alts Webinar LP Grid

October 2023

U.S. Alternative Investments: Defining Opportunities for Adoption

Explore the greatest opportunities for product development and distribution and gain practical knowledge into how managers can best position their lineup for greater retail adoption with the findings from this webinar.

Access the Recording

Webinar Recording Retirement Webinar Image LP Grid

March 2024

The Next Frontier for the U.S. Retirement Market

Explore the $31 trillion retirement market and our views on the largest trends that will drive change. During this session, Cerulli’s retirement leaders explore the current and future state of the market and the firms that will be well positioned for marketshare gains.

Access the Recording

Webinar Recording Models webinar lp grid

June 2023

U.S. Asset Allocation Models: Differentiation and Distribution

Evaluate portfolio construction and distribution technology, top product development initiatives for model providers, and how managers can win shelf space on increasingly crowded distribution platforms.

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Upcoming Events

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Get Involved

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Join the 2,000+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations.

Participate in IIRC

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