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April 2022
Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs
For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.
March 2021
Corner Office Views
Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
April 2021
The State of U.S. Financial Advisor Diversity & Inclusion
Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors.
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: Opportunities for Growth in 2021 and Beyond
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.