Overview

In addition to our suite of publications and interactive data platform, Cerulli offers strategic consulting and custom research.

Cerulli White Papers      Sample Projects

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Strategic Consulting

Cerulli’s strategic consulting combines our expertise in research and data collection, industry-focused thought leadership, and 25 years of experience to provide our clients with targeted guidance on their most important strategic issues.

Examples include:

  • Product viability analyses
  • New market entry strategies
  • Digital advice incorporation
  • Responses to regulatory changes

 

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Custom Research

Cerulli's custom research offers tailored access to our industry-leading research process.

Options include:

  • Internal thought leadership papers
  • Custom compilations of existing Cerulli data
  • Whitepapers for public distribution
  • Custom surveys and analyses leveraging Cerulli's research network and survey engine

 

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Cerulli White Papers

 

Partnering for Success in Asia

Product partnerships are gaining traction across Asia, as fund houses wake up to the fact that they can no longer be a one-trick pony in terms of investment strategies. Having a broad suite of products matters in volatile and unpredictable markets, and is necessary to meet ever-changing investor needs. However, not all firms can excel in everything—which is where partnerships come in.

 

Europe's IFA Markets Post-MiFID II

Having been reshaped significantly by various pieces of regulation over the past few years, Europe’s independent financial advisor (IFA) markets now face the implementation of MiFID II in January 2018. Many industry players and commentators are branding the updated version of the directive counterproductive, warning that it will hurt IFAs. Cerulli, however, is more positive, in keeping with our optimistic view of the industry’s long-term prospects.

 

The Neglected Generation: Generation X

Due to the aging population of the U.S. industry’s most heavily targeted clients, developing relationships with the next generations of potential investors is paramount. This is not only important to recruiting new clients, but also to ensuring firms will retain assets during existing clients’ wealth transfers. For good reason, firms are hyper-focused on the Millennial generation, but many are overlooking Generation X.

 

A Multi-Asset Approach to the U.S. Multiemployer Pension Challenge

The current situation for multiemployer plans (MEPs) is acute and demands immediate action. Declining MEPs need a specialized investment and asset allocation approach to their portfolios. The first benefits reductions for an individual plan were approved by the U.S. Treasury Department in late 2016. With the decline of multiemployer plans, the investments and particularly the costs incurred by plans are coming under increased scrutiny.

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Sample Projects

 

Bond ETFs: Financial Advisors Drive Use with Specialized Applications

This study was completed to better understand how the financial advisor community is using bond ETFs, and was designed to help advisors share ideas and learn from their peers.

 

How Financial Advisors Use and Think About Exchange-Listed Options

The goal of this study was to understand the behavior of advisors who use exchange-listed options strategies with clients and those who do not. Important components of this behavioral study are advisors' practice characteristics, key influences of their behavior, and perceptions about exchange-listed options.