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Webinar Recording

COVID-19: U.S. Asset Owner and Allocator Perspectives

August 20, 2020

How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry?

Matt Belnap

Matt Belnap

Senior Analyst

Bio →

Matt Belnap

Matt Belnap

Senior Analyst

As a senior analyst, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.

Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.

Full biography here.

Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

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Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

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Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Christopher Swansey

Christopher Swansey

Research Analyst

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Christopher Swansey

Christopher Swansey

Research Analyst

Christopher is a research analyst on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

Summary

How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry? Join Cerulli for a timely look at where the industry is today—nearly six months into the global pandemic—and where to expect consolidation, growth, and innovation across asset owner and allocator segments as well as investment product trends.


This presentation addresses:

  • The long-term effects of the pandemic across the spectrum of asset owners and allocators.

  • Digital technology adoption and considerations for talent and client acquisition strategies among financial advisors and broker/dealers.

  • What the future holds for the outsourced chief investment officer (OCIO) model and investment consultants.

  • A review of mutual fund and exchange-traded fund (ETF) assets and net flows from January–July 2020, including a deeper dive into asset classes and asset manager perspectives.

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