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Featured Insights & Perspectives
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.
Taking Control: Exploring Independence
Explore why advisor independence is on the rise and the factors that will continue to influence growth
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.
Cryptocurrency: Navigating a Frontier Asset Class for Advisors and Asset Managers
Cryptocurrency Is Too Impactful to Ignore
2021 Canadian ETF Market Wrap-Up
Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake
Seeking Future Returns
Evaluate how asset owners and managers are positioning their portfolios in pursuit of returns in an increasingly complex and competitive environment.
Climate Change Investing
Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.
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.
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.
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.
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.
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.
Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs
For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.
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.
The Evolving Role of Behavioral Finance 2020
As market volatility escalated, advisors increasingly turned to behavioral finance to help keep clients invested and focused on their long-term goals.
Advice in Adversity
In this white paper, Cerulli explores how advice providers can best equip their advisor-clients to quell the worries of investors and ensure they adhere to their still-relevant long-term investment goals.
Communications with Institutional Clients in a New, Virtual, World
The outbreak of COVID-19 has presented a multitude of challenges to the institutional asset management industry, but many asset managers are adapting to new strategies to keep the status quo.
Mitigating the Impact of Advisors’ Behavioral Biases
Advisors can improve their portfolio construction and management processes by acknowledging that they are subject to many of the same behavioral biases that they hope to help investors avoid.
Global Alignment Around the "E" of ESG Takes Form
Exposure analysis is rapidly becoming a staple metric for institutional investors and may represent the most logical focal point for firms in the early phases of building out processes in response to client demand.
Asset Management in China 2020
China’s asset management industry is changing rapidly, following a series of reforms and market liberalization policies. In the post-“super guidance” era, more players are deepening their participation in asset management, such as banks and foreign firms.
Private Assets: Cause for Both Celebration and Caution
Investor demand is set to keep rising, but so too is competition.
Responsible Investment in Hedge Funds: The Growing Importance of Impact and Legacy
Responsible investment (RI) is among the most prominent themes in asset management today. Investors and managers are paying ever more attention to the integration of environmental, social, and governance (ESG) factors, mirroring the concerns of wider society.
The State of the ETF Industry in Europe 2019
ETFs have been available for almost three decades, but have only recently started to gain traction among European investors. ETF asset growth in Europe has been significant in recent years. ETF assets grew from €256 billion in 2012 to €635 billion at the end of 2018, a 148% increase.
Derisking DB Plans in Flux
Substantial volatility in late 2018 and early 2019 highlight the challenges and risks many corporate defined benefit plan sponsors face
The Neglected Generation
Due to the aging population of the industry’s most heavily targeted clients, developing relationships with the next generations of potential investors is paramount.
Subtract, Add, Multiply – The Formula to Efficiency
Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.
OCIO at an Inflection Point: Strong Growth Ahead, but Institutions Are Demanding More
This is Cerulli’s first dedicated research initiative covering asset owners using the support of an OCIO provider.
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