U.S. Investment Consultants 2020
Adapting to the Post-COVID-19 Environment
- 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
Discounts available for bulk purchase
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.
Included with Purchase
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.
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Access your reports digitally anytime, anywhere, on any device through our client portal.
A Note from the Author
Addressing the Gaps: What’s Really Important to Investment Consultants? Manager Transparency
Laura Levesque, CFA
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.
Want more information?
Learn more about this report and related Cerulli research.
You May Also be Interested in:
- Annual report
- The Cerulli Edge
CUSTOM RESEARCH & STRATEGIC CONSULTING
Cerulli for Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.