Resource Center
White Papers, Videos, and More
Cerulli carefully curates resources—white papers, webinars, videos, and more—to provide you access to timely and relevant insights for your business initiatives.
Video Series
Cerulli’s Emerging Manager Series
Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.
August 2025
Evolving Trends Redefining Index Usage
What’s the role of index providers in today’s markets? Get a deep dive into how advisors are putting an expanding range of index tools to work to build model portfolios, increase efficiencies, and tailor strategies to meet client objectives.
July 2025
Advisors in Transition: Challenges and Best Practices
Amid ongoing advisor movement, it is crucial for both advisors and wealth management firms to develop a strong narrative that reassures clients about continuity and improvements in practice infrastructure aimed at fostering future growth.
June 2025
The Pulse of North America
New Cerulli research produced in partnership with Edward Jones explores what’s in the hearts and on the minds of investors across North America as they strive to achieve a financially fulfilled life.
May 2025
Dual-Share-Class Product Challenges and Opportunities
Gaps between asset managers, intermediaries, and service providers suggest slow roll-out as expected approval of new structures is imminent.
April 2025
Institutional Consultants vs. Retirement Aggregators: Trends in DC Strategic Priorities
What are the top priorities for retirement aggregators (RAs) and institutional consultants (ICs), and what do they mean for plan sponsors? Understand how the retirement landscape is evolving in a post-pandemic environment and how RAs and ICs are adjusting their approach.
March 2025
Redefining the Role of Index Providers
Index providers play a foundational role in the index-based products and asset allocation model portfolios now widely used in retail wealth management, yet they remain underutilized.