Corner Office Views
March 5, 2021
Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
Timely Insights to Inform Your Business Strategy
The Evolution of Institutional Sales in the Pandemic Era
Outsourcing opportunities abound, but managers must adapt to the new digital age.
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.
Strategies to Overcome Distribution Challenges
Managers will need deep partnerships with distributors.
How Do U.S. Allocators Use an ESG Lens to Evaluate Asset Managers?
Asset Owners’ Approach to Climate Change
How to Keep Pace with Asia Asset Owner ESG Expectations?
How Is COVID-19 Changing U.S. Salesforces?
Should Managers Pursue Thematic ETFs in Europe?
Is There Opportunity in Asian Private Pensions?
What happens when fixed-income ETF prices deviate from the NAV in a crisis?
How can managers grow strategic partnerships in Europe's insurance industry?
How can managers create “digitalized personal touch” in China?
How can active asset managers distribute their strategies in ETFs?
What is the way forward in European private markets?
How can fund managers penetrate insurance retirement markets?
STRATEGIC CONSULTING & CUSTOM RESEARCH
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.