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2021 Top Trends to Watch

Firms adjust to new norms amidst proliferating fintech capabilities, responsible investing goes mainstream, and ESG incorporation becomes table stakes for allocators and global asset managers.

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Environmental, Social, and Governance (ESG) Investing

Environmental, social, and governance (ESG) investing has become increasingly important to investors and managers globally. Cerulli's research provides in-depth coverage of how and why this type of investing is taking hold as well as the challenges and opportunities that lie ahead. Take a look at our resources devoted to the topic.

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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.

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Asset Management in China

Cerulli Associates has provided local coverage of the retail, institutional, and cross-border asset management industry in China for nearly two decades. Access actionable insights and advice drawn from on-the-ground experience against a backdrop of nearly 30 years of global industry intelligence.

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White Papers

View our full list of white papers here.

White Paper Wp grid private banks

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.

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White Paper Wp grid advice in adversity

June 2020

Advice in Adversity

In this white paper, Cerulli explores how advice providers can best equip their advisor-clients to quell the worries of investors and ensure they adhere to their still-relevant long-term investment goals.

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White Paper Wp grid institutional

June 2020

Communications with Institutional Clients in a New, Virtual, World

The outbreak of COVID-19 has presented a multitude of challenges to the institutional asset management industry, but many asset managers are adapting to new strategies to keep the status quo.

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View past recordings and register for upcoming events here.

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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.

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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.

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Webinar Recording ETF Webinar 1024x569

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.

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Additional Resources


Webinar Calendar

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Find definitions for commonly used terms in Cerulli research.

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Press Releases

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