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The State of U.S. Retail and Institutional Asset Management 2024

The Entire U.S. Asset Management Landscape, All in One Report

  • Review comprehensive market sizing and major trends evolving within the retail and institutional asset management industry
  • Evaluate how asset managers need to be positioning various business functions (e.g., distribution, product) to take advantage of industry disruption resulting from COVID-19
  • Review how assets in retail and institutional client channels are shifting and which segments can be expected to grow more than others moving forward
  • Learn how investor appetite for various investment vehicle wrappers is changing and how asset managers need to offer their strategies to different client segments
  • Understand the role that intermediaries (e.g., broker/dealer home offices, consultants) have in the distribution landscape and how that role is evolving


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Report US OCIO 2020 Detail

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This report provides a comprehensive overview of the aggregate U.S. asset management landscape. Intended for U.S. asset managers, or those seeking distribution opportunities in the U.S., this report provides a quantitative evaluation that sizes the current addressable U.S. asset management landscape, covering all distribution channels, client segments, and product vehicles within the retail and institutional marketplaces—with emphasis on the interaction between these two segments.

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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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Executive Summary

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