Upcoming Report

U.S. Investment Consultants 2022

Expanding Institutional Service Models to Additional Clients

Leveraging Intermediaries

  • Examine the evolving needs of each institutional client segment (e.g., defined benefit, defined contribution, endowments and foundations, and insurance general accounts)
  • Explore how traditional models have been modified and scaled to reach out to smaller institutional clients
  • Evaluate how asset managers can collaborate with consultants to meet institutions’ expanding needs and grow assets


Discounts available for bulk purchase

Report US Investment Consultants 2020 Detail

Buy Now

Mason Gillespie

Mason Gillespie

Senior Account Manager


Gain an overview of the evolving institutional investment consulting industry and the trends reshaping the consultant business model. This report examines the evolving needs of each institutional client segment (e.g., defined benefit, defined contribution, endowments and foundations, and insurance general accounts), and how asset managers can partner with key gatekeepers to meet institutions’ changing needs.

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.

Executive summary

Executive Summary

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

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.

Analyst support

Analyst Support

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.


Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.


Want more information?

Learn more about this report and related Cerulli research.

Contact Us

You May Also be Interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820


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.

Learn more

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.