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.
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
- The Cerulli Edge
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.
Matt Apkarian, CFA
Associate Director
Bio →
Matt Apkarian, CFA
Associate Director
Matt 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 retirement, retail, and institutional channels.
Prior to joining Cerulli, Matt held roles in
several business units at Fidelity Investments, including Workplace Investing,
Personal Investing, and Fund Operations. Most recently, he worked as an
Investment Data Analyst for Strategic Advisers, LLC.
Full biography here.
Sally Jin
Analyst
Bio →
Sally Jin
Analyst
Sally is a member of Cerulli's Product Development practice, providing data aggregation and analysis for the team across various investment vehicles, including mutual funds, ETFs, and alternative investments. As an associate analyst, Sally assists in the research and development of Cerulli’s cyclical market reports.
Prior to joining Cerulli, Sally interned at Breckinridge Capital Advisors, Bain Capital, and the New England Council. She graduated summa cum laude from Northeastern University with a Bachelor of Arts in International Affairs and minors in Psychology and Political Science.
Full biography here.
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
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
Director
Bio →
Daniil Shapiro, CFA
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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Take part in the industry standard for research and consulting. Lend your perspective and receive the information your firm needs to capture market opportunity.
STRATEGIC CONSULTING AND CUSTOM RESEARCH
Cerulli Consulting
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