Report

U.S. Investment Consultants 2020

Adapting to the Post-COVID-19 Environment

Leveraging Intermediaries

  • Understand industry challenges and potential long-term implications amid the COVID-19 crisis
  • Gain insight into expected search activity and related investment support trends
  • Become familiar with asset allocation trends in the institutional space
  • Explore aspects of RFP, consultant, and third-party databases

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Report US Investment Consultants 2020 Detail

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Mason Gillespie

Mason Gillespie

Senior Account Manager

Summary

Use this report to examine current industry sizing, the use of consultants by institutional asset owners, how consultants are adjusting their communications during the pandemic, and additional business models outside traditional advisory services offered by consultants.

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A Note from the Author

Addressing the Gaps: What’s Really Important to Investment Consultants? Manager Transparency

Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

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Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

In most cases, consultant relations teams at asset management firms are well aligned with investment consultants in understanding attributes that will ultimately result in them winning business. However, consultant relations teams underestimate the importance consultants place on manager transparency.

These findings present an opportunity for consultant relations teams that feel they are struggling to get on recommended lists to review their communications for adequate transparency.

Use Cerulli’s new report, U.S. Investment Consultants 2020: Adapting to the Post-COVID-19 Environment, to explore more ways to plan your investment consultant sales approach and understand where to focus efforts. We can help you understand how to position your consultant relations teams for success.

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