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Cerulli Lodestar provides users access to a series of dynamic charts and visual displays.

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Overview

CerullireportseriesAnnual reports span Cerulli’s core practice areas and are comprehensive sourcebooks with metrics and data for business planning and strategic development. Annual reports are subscription-based and include complimentary access to additional related Cerulli Reports.

Cerulli Reports are the most trusted source for comprehensive data and analysis of the global financial services industry. The series includes annual and one-time releases.

One-time releases are timely reports on current topics. They provide Cerulli’s analysis, assessments, and opinions on the industry’s most urgent topics and trends. 
 

Purchase Includes:

  • Hardcopy
  • Digital copy in color
  • Exhibits in Excel 
  • Key findings 
  • Unlimited online firm-wide access
  • Analyst support
  • NEW Interactive Report Dashboard
  • NEW Executive Summary Video

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Subscriptions

Asia

Cerulli's Asia research practice addresses asset management distribution trends in Asia as a whole, and provides drill downs on specific countries including China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, the Philippines, Singapore, Taiwan, Thailand, and Vietnam.

Europe

Cerulli’s Europe practice addresses trends in retail and institutional asset management, including distribution dynamics, market sizing, product development, and regulatory changes in core European countries. Topics covered include mutual fund alternatives, retail investors, pension markets, and cross-border distribution.

Global

Cerulli’s global research practice provides comprehensive analysis of trends affecting the global asset management marketplace. Covering both retail and institutional (retirement) markets, it addresses marketsizing, distribution dynamics, product development, and demographic trends.

Latin America

Cerulli's Latin America practice provides comprehensive analysis of the region’s asset management industry, including distribution and product development trends in the major mutual fund and pension fund markets. Coverage includes the six major markets of Latin America: Argentina, Brazil, Chile, Colombia, Mexico, and Peru. The practice focuses on manager selection, asset allocation, investment products, distribution channels, and regional challenges.

U.S. High Net Worth

Cerulli’s high-net-worth research focuses on the distribution of retail asset management products and services to the high-networth and ultra-high-net-worth segment in the United States. Areas of coverage include: market sizing, vehicle use, fees, and services provided at family offices, wirehouses, RIAs, and private banks.

U.S. Institutional

Cerulli’s U.S. institutional practice provides comprehensive analysis of the U.S.institutional asset management industry, covering trends in defined benefit and defined contribution pension plans, insurance companies, endowments, foundations, subadvisory, and investment
consultants.

U.S. Intermediary

Cerulli’s intermediary practice focuses on retail-focused financial advisors in the United States. Areas of coverage include market sizing and segmentation, practice structures and attributes, distribution of retail asset management products and services, product decisions, broker/dealers, clearing and custody agents, advisor recruiting and transitions, RIA aggregators, growth drivers, and practice management challenges.

U.S. Investor

Cerulli’s retail investor practice focuses on the end investors in retail financial products and services in the United States. Coverage includes investor use of financial products, investor preferences in distribution channels, investor-advisor interaction, investor outlook, and differences among investor segments. Cerulli’s research in the retail investor space is collected in partnership with Phoenix Marketing International.

U.S. Managed Accounts

Cerulli’s managed accounts practice focuses on the U.S. fee-based advisory industry with an emphasis on sponsors (broker/dealer firms) that offer managed account programs and the asset managers who distribute through their platforms. Coverage includes the six types of managed account programs: separate account, mutual fund advisory, rep-as-portfolio-manager, rep-asadvisor, exchange-traded fund (ETF) advisory, and unified managed account (UMA) programs.

U.S. Marketing & Branding

Cerulli’s U.S. marketing and branding practice analyzes marketing and distribution organizations, branding and positioning, and marketing communication, including social networking.

U.S. Product Development

Cerulli’s U.S. product development practice examines retail third-party distributed and subadvised product development, distribution, and marketing strategies and tactics. Topics include: manufacturing models, product management, and new product development. The exchange-traded fund (ETF) practice examines ETF sponsors’ product development and distribution strategies across the retail and institutional markets, including coverage of ETF strategists.

U.S. Retirement

Cerulli’s U.S. retirement practice analyzes the public and private defined contribution (DC) and defined benefit (DB) market, the IRA market, as well as the development and distribution of retail annuity, life, and long-term care products in the United States.