Product Demand, Innovation, and Opportunity

U.S. Product Development

Develop a forward-looking approach to investment product development. This practice explores demand, distribution, and innovation across packaged investment vehicles, providing strategic insights for continuous expansion.

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Practice Detail

Inform your product strategy. Cerulli’s U.S. Product Development practice explores demand, distribution, and innovation across packaged vehicles—mutual funds, exchange-traded fund (ETFs), bonds, alternative investments, and asset allocation models—to provide strategists and product development teams the insights needed for continuous expansion. Combined with the latest product management and new product development strategies across retail and institutional markets, this practice provides a forward-looking approach to product development.

Publications

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar

Our Experts

Meet the Team

They bring sharp analytical skills, deep product knowledge, and expertise to present opportunities for product development. Set your strategy apart with our product development team.

Dennis Frank

Dennis Frank

Associate Analyst

Bio →

Dennis Frank

Dennis Frank

Associate Analyst

As an analyst on the Cerulli Product Development team, Dennis discovers trends related to asset managers’ product development and management functions. He also contributes to a number of Cerulli’s annual reports and Edge editions.

Prior to joining Cerulli, Dennis worked as an Associate at Baystate Financial, where he was responsible for internal annuity sales support.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Bio →

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Associate Director

Bio →

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Associate Director

Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

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