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U.S. Product Development 2024

Future-Proof Product Initiatives

  • Explore market sizing and pricing trends for various investment vehicles, including mutual funds, money market funds, exchange-traded funds, and closed-end funds
  • Discover best practices for the product organizational structure
  • Understand the priority placed by product organizations on incorporation of ESG/SRI principles into investment products
  • Make informed product development and management decisions using end-investor and advisor demographic and attribute data
  • Evaluate the expansion of product lines in new vehicle structures, with a focus on exchange-traded funds (ETFs) and the choice of active ETF structures


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Report US Products and Strategies 2020 Detail

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Examine the complex U.S. product landscape for institutional and retail client segments, with special focus on financial advisor product use. Understand how advisors are using active and passive, which investment vehicles they prefer, and how they allocate client assets across asset classes/strategies.

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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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