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Access Cerulli's vast library of resources and understand the trends driving top-of-mind interest.
Diversity and Inclusion
Use this white paper to explore measures asset owners and asset managers are taking to promote diversity and inclusion (D&I) within the financial services industry.
New White Paper
Best Practices for Advisors When Working with Women Investors
Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.
New White Paper
Direct Indexing Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years
Use Cerulli’s latest research to understand what’s driving industry momentum, access complete market sizing and projected growth, assess market players and assets under management, and evaluate future opportunities for development.
Cerulli’s Perspective on Robinhood’s IPO Debut
Scott Smith, Cerulli Associates Director of Advice Relationships, joins Yahoo Finance to break down Robinhood’s IPO and its influence on young traders.
The Next Phase: ESG Investing 2.0
Cerulli's Fabrizio Zumbo joined a Bloomberg Roundtable to discuss environmental, social and governance (ESG) investing in a post-pandemic future. This virtual roundtable convened leaders from finance, business, government and academia to share ESG investing strategies and actionable next steps.
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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White Papers
View our full list of white papers here.
October 2021
Diversity and Inclusion
Use this white paper to explore measures asset owners and asset managers are taking to promote diversity and inclusion (D&I) within the financial services industry.
September 2021
Best Practices for Advisors When Working with Women Investors
Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.
August 2021
Improving Client Experience: Customizing with Direct Indexing
Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.
May 2021
The Canadian ETF Market in 2020
Canada’s ETF industry maintains an innovative edge as assets approach USD$200 billion
April 2021
Global Retail Investors and ESG
Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.
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.
Webinars
View past recordings and register for upcoming events here.
March 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.
Additional Resources
Webinar Calendar
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Glossary
Find definitions for commonly used terms in Cerulli research.
Press Releases
Find the most important topics driving news headlines.
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