Corner Office Views
July 13, 2023
Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
Past Articles
2023
The Challenges and Opportunities of Wealth Management Technology
Technology can help advisors achieve a wide range of business objectives, as indicated by more than 90% of advisors polled by Cerulli. However, getting advisors to effectively learn and adopt technology is a challenge wealth managers and tech providers must overcome.
Fund Distribution in Southeast Asia
Asset managers are expanding their reach of retail funds through distribution digitization. This article explores opportunities for differentiation and expansion.
Europe and Private Assets
2022 proved to be another positive year for private assets as a whole, and Cerulli’s view is that this is set to continue in 2023. What asset classes are set to see the most demand in the next 12-24 months?
U.S. ESG in 2023: A Snapshot
75% of asset managers cite that clients’ belief that ESG is mainly driven by political views is at least a moderate challenge to increasing client receptivity of ESG issues, up from 49% in 2021. To alleviate investor skepticism, asset managers need to discuss the merits of ESG and sustainable investing with their clients.
Climate Focus in Asia
Regulators, governments, and non-profit organizations have been calling for collaboration between private and public entities to explore the investment opportunities emerging from energy transition. Over half (57%) of asset owners show interest in collaborating for climate-related investment opportunities.
Biodiversity Investing in Europe
The market for biodiversity-themed equity strategies will grow significantly over the coming years. 57% of asset owners plan to invest in broad thematic ESG strategies with a biodiversity focus in the next 12 to 24 months and 49% of asset managers plan to launch such strategies.
2022
Blockchain Technology
Managers are looking to blockchain to digitize transactions and ease cumbersome processes associated with alternative investments
Decumulation in Asia
Ageing trends in the Asia Pacific and the lack of sophistication of funds for decumulation present growth opportunities
Business-to-Business (B2B) Platforms in the UK
Gaining importance as distribution gateways
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
STRATEGIC CONSULTING & CUSTOM RESEARCH
Cerulli Consulting
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.