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Access Cerulli's vast library of resources and understand the trends driving top-of-mind interest.
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Videos
Video
The Democratization of Private Assets in Europe
André Schnurrenberger, Managing Director at Cerulli, shares his insights on European alternatives and where he sees the future of the market.
Video
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.
Video
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.
Video
Influencers and Trends in the DC Market
Shawn O'Brien, CFA, Senior Analyst of Retirement at Cerulli Associates, shares the results from the U.S. Defined Contribution Distribution 2021 report and the role of RIA aggregators. Key highlights include the rise of CITs, and the trends in DC-focused investment strategies and vehicles.
Cerulli Associates
Thought Leadership
New White Paper
Net-Zero Investment
Commitments aimed at mitigating climate change are on the rise among global investment institutions.
Alternative Investments in 2022: Capitalizing on Markets in Turmoil
Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.
New White Paper Series
Taking Control: Exploring Independence
Explore why advisor independence is on the rise and learn about key aspects of operating as an independent advisor in this white paper series.
PODCAST
Can Advisers Afford to Ignore Crypto?
Matt Apkarian, Senior Analyst at Cerulli Associates, joins the In Focus Podcast to discuss how crypto investing has come of age, what trends we are seeing in this market currently, and how advisers might look to position themselves as the regulatory treatment of the assets changes.
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.
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.
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.
April 2022
The Democratization of Private Assets in Europe
Explore the product structures and distribution channels alternative managers can leverage to address retail demand in Europe for private assets.
March 2022
Cryptocurrency: Navigating a Frontier Asset Class for Advisors and Asset Managers
Cryptocurrency Is Too Impactful to Ignore
March 2022
2021 Canadian ETF Market Wrap-Up
Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake
November 2021
Climate Change Investing
Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.
October 2021
Advisor Use of Alternative Investments in 2021
Access this white paper to understand advisors’ allocations to alternative investments and explore what barriers to their use remain.
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.
Webinars
View past recordings and register for upcoming events here.
U.S. Investment Vehicles: Innovation and Opportunity
Assess the state of mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternatives and evaluate the future of vehicle innovation and adoption.
The U.S. High-Net-Worth Marketplace: Shifting Wealth Dynamics and Service Models
Hear Cerulli's views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.
U.S. Outsourced Chief Investment Officer (OCIO) Market Outlook
Explore OCIO market sizing, forces of growth, and evolving demand for this service model across client segments.
Additional Resources
Webinar Calendar
View past recordings and register for upcoming events.
Glossary
Find definitions for commonly used terms in Cerulli research.
Press Releases
Find the most important topics driving news headlines.
Strategic Consulting and Custom Research
Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.
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