Michele is a director in the Institutional practice, specializing in research and consulting related to institutional investors and third-party allocators, including defined benefit plans, endowments, foundations, insurance companies, healthcare organizations, investment consultants, and outsourced chief investment officers (OCIOs). As the co-head of Cerulli’s Institutional practice, Michele leads research for annual reports and strategic consulting engagements. During her tenure at Cerulli, Michele’s research has covered topics including investment consultants and OCIOS, responsible investing, alternative investments, and institutional distribution trends.

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, holding roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

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Gloria is a Research Analyst in the Institutional practice, specializing in research and consulting related to institutional investors—including defined benefit plans, endowments, foundations, insurance companies, healthcare organizations—and third-party allocators, such as consultants and outsourced chief investment officers (OCIOs).

She contributes initiatives and the Institutional Investor Research Collaborative (IIRC), which provides asset owners with intelligence to equip investment leaders with research to the production of three annual reports and The Cerulli Edge—Institutional Edition.

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Brendan is co-head of Cerulli’s Product Development and Institutional practices.

The Product Development practice focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.

The Institutional practice specializes in research and consulting related to institutional asset owners, including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations as well as third-party allocators including consultants and outsourced chief investment officers (OCIOs).

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Christopher is an associate director on the institutional team where he leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He has previously led the annual Institutional Markets and Insurance General Accounts reports. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.

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

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James (Jack) is the lead author of The Cerulli Report—North American Institutional Markets 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 is an Analyst in the Institutional practice, specializing in research and consulting related to institutional investors—including defined benefit plans, endowments, foundations, insurance companies, healthcare organizations—and third-party allocators, such as consultants and outsourced chief investment officers (OCIOs).

As an analyst, she supports data processing, analysis, and survey management. She contributes to the Institutional Distribution Dynamics, North American Institutional Markets, and Outsourced Chief Investment Officer reports, as well as The Cerulli Edge—Institutional Edition.