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U.S. Institutional Services 2022

Solutions for Asset Managers Across the Size Spectrum

Solve myriad challenges in institutional asset management

  • Uncover the asset management solutions that are being adopted by institutional asset managers to remain competitive
  • Discover how smaller asset managers with more limited budgets and resources can approach internal solutions to compete
  • Explore ways in which third-party service providers assist managers with limited resources and allow for smaller managers to attain scale

$20,000

Discounts available for bulk purchase

Report Institutional Service 2022 Detail

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Mason Gillespie

Mason Gillespie

Senior Account Manager

Summary

Institutional relationships have grown more complex over the last 10 years and third-party providers have emerged to help solve myriad challenges in institutional asset management. Cerulli’s inaugural report on asset management solutions will focus on database providers, risk analytics, reporting, and other solutions that are being adopted by institutional asset managers to remain competitive. The report addresses how smaller asset managers with more limited budgets and resources can approach internal solutions to compete when compared to asset managers with trillions of dollars or more in assets under management. The report will also focus on third-party service providers, such as fund providers, outsourced chief compliance officers, and back-office outsourcing firms, that assist managers with limited resources and allow for smaller managers to attain scale.

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