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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.

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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.

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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.

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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.

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Thought Leadership

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New White Paper

Net-Zero Investment

Commitments aimed at mitigating climate change are on the rise among global investment institutions.

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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.

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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.

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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.

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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.

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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.

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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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White Papers

View our full list of white papers here.

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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.

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March 2022

2021 Canadian ETF Market Wrap-Up

Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake

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November 2021

Climate Change Investing

Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.

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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.

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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.

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Webinars

View past recordings and register for upcoming events here.

Investment Vehicles Webinar Recording

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.

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HNW Webinar Recording

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.

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OCIO Recorded Webinar Grid

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.

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Additional Resources

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Webinar Calendar

View past recordings and register for upcoming events.

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Glossary

Glossary

Find definitions for commonly used terms in Cerulli research.

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Press Releases

Find the most important topics driving news headlines.

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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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