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February 2021
Environmental, Social, and Governance Investing: Demand, Development, and Distribution
Assess true global demand for environmental, social, and governance (ESG) investment strategies.
January 2021
U.S. Exchange-Traded Funds
Exchange-traded fund (ETF) flows and asset growth sizzled heading into 2021, and Cerulli expects assets in ETFs to multiply by the end of 2030.
December 2020
European Exchange-Traded Funds (ETFs): Demand, Growth, and Product Development
The future looks bright for the ETF market in Europe.
November 2020
U.S. Environmental, Social, and Governance Investing 2020: Demand, Data, and Key Issues
Understand which elements of ESG matter most to institutional and retail investors.
November 2020
Asset Management in China: Setting the Stage for Expansion
The time is right for foreign managers to establish onshore asset management services in China.
October 2020
U.S. Defined Contribution: Adapting to Changes in the Regulatory Environment
Perspective on regulation-driven market changes and emerging opportunities for plan sponsors, asset managers, and intermediaries.
October 2020
U.S. Asset Management Distribution: The Changing Costs of Doing Business
While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads.
October 2020
Private Banks: What COVID-19 Means for Product Choice
Private banks around the world are having to review their product offerings in response to the great uncertainty caused by the combination of COVID-19, U.S.-China tensions, and Brexit. This white paper provides an overview of the changes underway in Europe, the U.S., and Asia.
October 2020
U.S. Insurance General Accounts: Meeting Investment Objectives in a Low Interest Rate
Insurers are facing an extremely challenging interest rate environment in 2020.
August 2020
The Evolving Role of Behavioral Finance 2020
As market volatility escalated, advisors increasingly turned to behavioral finance to help keep clients invested and focused on their long-term goals.
August 2020
COVID-19: U.S. Asset Owner and Allocator Perspectives
How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry?
August 2020
Key Trends in U.S. Managed Accounts
Platform consolidation initiatives at sponsor firms have slowed as the SEC’s Regulation Best Interest (BI) has caused senior leaders to direct their attention toward compliance oversight.