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Press Releases
Featured Press Release | December 2022
Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs
June 8, 2023 — Boston
For Retirement Savers and Retirees, Outliving Assets Is Their Greatest Fear
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2023 Issue.
June 6, 2023 — Boston
Despite Economic Pessimism, Investors Maintain Confidence in Financial Services Providers
These findings and more are from The Cerulli Report—U.S. Retail Investor Products and Platforms 2023: Partnering Through Adversity.
June 5, 2023 — London
When it Comes to Thematic Investing, Passive Funds Look Set to Outshine Actives
These findings and more are from The Cerulli Edge―Global Edition, June 2023 Issue.
June 2, 2023 — Boston
Asset Managers Want Greater Guidance on ESG Standards and Definitions from the SEC
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2023 Issue.
June 2, 2023 — Singapore
Relaxed Regulations Spur New Fund Launches in Korea
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, May 2023 Issue.
May 25, 2023 — London
China Equity Funds Attract Flows in Europe but Undershoot Expectations
These findings and more are from The Cerulli Edge—European Monthly Product Trends, May 2023 Issue.
May 22, 2023 — Boston
Affluent Clients Are Wary of the Banking Segment
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2023 Issue.
May 19, 2023 — Boston
Recruiting, Support, and Succession Planning Are Top Priorities for Banks and Credit Unions as They Look to Fend Off Increased Advisor Attrition
These findings and more are from Cerulli's white paper: Improving Recruitment and Retention Throughout Advisors’ Lifecycles: Uncovering Opportunities and Best Practices Within Banks, sponsored by BISA.
May 16, 2023 — Boston
Asset Managers Forge Ahead with ESG Product Development Despite Skepticism
These findings and more are from Cerulli's white paper: Global State of ESG: Forging Ahead Amidst Heightened Regulatory Scrutiny and Investor Skepticism.
May 15, 2023 — Boston
Asset Managers Pivot from Mutual Funds, Seeking to Reach Investors with Broader Options
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, May 2023 Issue.
May 11, 2023 — Singapore
Southeast Asian Institutions Venture Further into Private Markets
These findings and more are from The Cerulli Report—Asset Management in Southeast Asia 2023: Seeking New Growth Opportunities.
May 9, 2023 — London
Sustainability and Alternatives Offer Asset Managers Opportunities Across Europe
These findings and more are from The Cerulli Report—European Distribution Dynamics 2023: Navigating Uncertainty.