Corner Office Views
December 31, 2022
Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
U.S. Wealth Management and Defined Contribution: Converging?
DC providers are positioned to advise clients
Catering to the Burgeoning Family Office Space in Asia
A diverse range of skillsets is a must
Institutional Asset Managers in Europe Shift Allocations to Mitigate Market Volatility
Rethinking strategic allocations
U.S. RIAs Encounter Differentiation Challenges
How can strategic partners help?
Thematic Investing in the Spotlight in Asia
But stickiness of investors remains a concern
China-Oriented Funds in Europe: What Future?
Appetite for China-oriented funds by European investors grows but remains mixed
U.S. Managers Seek ESG Products, Headcount, and Data
Consistent ESG standards still needed
Striving for Low-Carbon Investing in Asia
Collaborating to address climate risks will be key
Investors Pledge to Tackle Biodiversity Loss
Asset managers need to develop more comprehensive approaches to address biodiversity risks
How Can U.S. Distribution Teams Use Data Effectively?
Insufficient infrastructure and sourcing data remain major challenges
Trends in Asia Institutional Investing
Institutional investors are building alternatives exposure
The Rising Importance of Brand in Europe
Marketing budgets are rising in 2022
Can Defined Contribution Plans in the U.S. Support Decumulation?
Communication with plan sponsors is critical
How to Meet the Needs of the High-Net-Worth Segment in Asia
Managers should pitch the right strategies to and seek partnerships with private banks
How Can Managers Combat Fee Pressure in the European Insurance Market?
Managers need a proactive approach
How to Keep Investors on Target During Social-Media-Fueled Rallies?
The “meme stock” craze has some lessons for advisors
Where Is the Potential in China’s Retirement Market?
China’s third pillar pensions has the most promising opportunities for managers wanting to break into the country’s huge retirement market
How Are Investor Preferences Shifting in Europe?
Risk management has become an important goal for private banking and wealth manager clients
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.
The Evolution of Institutional Sales in the Pandemic Era
Outsourcing opportunities abound, but managers must adapt to the new digital age.
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?
Today, nearly all U.S. allocators—institutional investors, investment consultants, OCIOs—have standardized questions on ESG that they ask managers during their review process.
How to Keep Pace with Asia Asset Owner ESG Expectations?
Asia’s largest institutions will influence the ESG behavior of small and mid-sized investors
Asset Owners’ Approach to Climate Change
Climate change is the key topic addressed in many European asset owners’ responsible investment policies
How Is COVID-19 Changing U.S. Salesforces?
Internal wholesalers and hybrids will comprise a larger share of headcount
Is There Opportunity in Asian Private Pensions?
China and Taiwan are lucrative retail retirement markets due to favorable regulation
Should Managers Pursue Thematic ETFs in Europe?
Thematic ETFs are still niche, but are poised to grow
What happens when fixed-income ETF prices deviate from the NAV in a crisis?
Performance of ETFs and mutual funds in tumultuous markets underscores benefits to using both vehicles
How can managers create “digitalized personal touch” in China?
The coronavirus outbreak has brought about opportunities for a new wave of digital disruption, as more investors turn to online means of communication and making investment decisions
How can managers grow strategic partnerships in Europe's insurance industry?
Driven by the need to improve operational efficiencies and profits, insurers are increasingly consolidating their relationships with external asset managers
How can active asset managers distribute their strategies in ETFs?
The opportunity to offer non-transparent ETFs is highly attractive and lucrative, particularly for active managers amid an industry-wide shift toward low-cost passive investments
How can fund managers penetrate insurance retirement markets?
Insurance products are some of the most established and well-known financial products in the region
What is the way forward in European private markets?
Investor demand for private assets in Europe is set to keep rising, but so too is competition. What is the way forward?
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