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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.
Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors.
Assess true global demand for environmental, social, and governance (ESG) investment strategies.
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.
The future looks bright for the ETF market in Europe.
Understand which elements of ESG matter most to institutional and retail investors.
The time is right for foreign managers to establish onshore asset management services in China.
Perspective on regulation-driven market changes and emerging opportunities for plan sponsors, asset managers, and intermediaries.
While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads.
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.