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North American Institutional Markets 2024

Track Product- and Service-Level Demands

  • Examine the needs of institutional asset owners across client segments, and how asset managers can collaborate with asset owners to offer investment solutions that fit their needs
  • Explore the shift toward private investments in an inflationary environment
  • Assess liability-driven investors’ approach to potential rising-rate environment


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Mason Gillespie

Mason Gillespie

Associate Director, Account Management


This report focuses on trends in U.S. institutional markets and includes an analysis of the Canadian defined benefit marketplace. It covers how managers are serving the evolving needs of each institutional client segment (defined benefit, endowments and foundations, health and hospital systems, and insurance general accounts). It also examines how asset managers organize their distribution and marketing teams to market products and solutions to institutional clients. Areas of focus include trends in investment vehicle use (particularly collective investment trusts), asset allocation trends, and uptake of active versus passive strategies.

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Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

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