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Videos

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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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Video

Responsible Investing and its Evolution

Justina Deveikyte, Director of European Institutional at Cerulli shares her perspective on the current state of environmental, social, and governance (ESG) integration for investors across the globe and where she sees the best pockets of opportunities.

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Thought Leadership

Crypto 2022 knowledge center

New White Paper

Cryptocurrency: Navigating a Frontier Asset Class for Advisors and Asset Managers

It’s about time for asset managers and advisors to have a view on the emerging asset class

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Canadian etfs 2021 knowledge center

New White Paper

2021 Canadian ETF Market Wrap-Up

Ending 2021 at USD 255 billion in assets and with USD 39 billion in flows—strong increases over 2020—Canada’s exchange-traded fund (ETF) market shows attractive growth as the structure gains adoption from advisors as well as retail investors. The product is poised for expansion as a wide variety of users gain familiarity with the lower-cost structure.

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New White Paper

Seeking Future Returns

After a period in which many investors posted superior performance, asset owners and managers expect a lower return environment in 2022 and beyond. This white paper explores various measures asset owners and managers are considering.

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White Paper

Climate Change Investing

The white paper explores actions asset owners and managers are taking to mitigate climate risk through their operations and investment processes.

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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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March 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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February 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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September 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.

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January 2022

Global Virtual Roundtable | 2022 Environmental, Social, and Governance Investing

Assess the state of the global environmental, social, and governance (ESG) market.

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January 2022

2022 U.S. Defined Contribution Distribution Trends to Watch

Evaluate key product and distribution trends ahead in the defined contribution market.

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October 2021

U.S. Direct Indexing: Market Drivers, Adoption, and Growth Projections

What are industry growth drivers and what is the next phase of opportunity?

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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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