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Overview

The Cerulli Edge, our unique suite of thirteen periodicals, provides our clients with ongoing access to our latest analysis and research on topics of interest to them. Subscribers receive a quarterly updated index of topics covered and a complete glossary of relevant terminology alongside these publications. The Edge is also available in Client Login.

Cerulli Edges are available by individual issue or annual subscription.

 

Purchase Includes:

  • Digital copy and hardcopy in color
  • Distribution to up to 15 recipients
  • Unlimited online firm-wide access
  • Access to archived issues
  • Exhibits in Excel
  • Analyst support

 

Editions


U.S. Editions

U.S. Advisor

This quarterly publication, in circulation for more than nine years, is built from our expanding proprietary intermediary database. Each issue contains a thematic discussion of topics shaping the industry for both advisors and broker/dealers, including a range of market statistics drawn from ongoing interviews and surveys with thousands of advisors and firms across the industry. Each issue contains a quantitative section dedicated to the latest advisor-related data and analyses.

U.S. Institutional

This quarterly publication covers key trends impacting the institutional marketplace, which includes private and public pensions (DB and DC), endowments, foundations, insurance general accounts, and subadvisory. Each issue addresses topics critical to key institutional stakeholders, including asset managers, investment consultants, plan sponsors, and investment committees. Additionally, each issue contains a quantitative section dedicated to the latest institutional data and analyses. Topics covered include CIO outsourcing; use of alternative investments among institutions; risk bucketing; RFP teams; different investment vehicles such as CTFs; and emerging product trends.

U.S. Managed Accounts

This quarterly publication, in circulation for more than ten years, focuses on the managed accounts industry and provides our clients with key market trends and quarterly data and analysis. Each issue is devoted to a particular theme. Half of each issue is dedicated to data and metrics taken from our quarterly survey of asset managers, program sponsors, and third-party vendors that has been in circulation for 17 years.

U.S. Retirement

This quarterly publication, in circulation for nearly six years, covers key trends impacting the U.S. retirement marketplace (public and private defined contribution and defined benefit, IRA, rollover, and non-qualified plans). It addresses topics critical to firms competing for retirement dollars, including asset managers, distributors, plan providers, and third-party vendors. Content includes both qualitative insight and proprietary data garnered from a quarterly survey of firms across the industry. This publication delivers the most timely retirement-related research and industry trends. Each issue contains a quantitative section with the latest retirement-related data and analyses.

U.S.

This monthly publication, in circulation for more than fourteen years, covers a wide range of key financial services industry trends and topics and provides our clients with timely access to our insights and analysis. Each issue is devoted to a different theme, such as the high-net-worth market, wealth management, pricing shifts, fund supermarkets, and distribution channel analysis. This publication allows asset managers, distributors, banks, vendors, and other industry participants to stay ahead of the most important trends impacting their businesses. A quantitative section highlights timely product, distribution, and channel analyses.

U.S. Monthly Product Trends

This monthly publication provides regular and ongoing coverage of mutual funds and ETFs through the lens of retail third-party distribution in the U.S. It monitors AUM and flows across all asset classes, offering insights and commentary on product trends.

U.S. Retail Investor

This new publication is focused on exploring investor sentiment and investor trends in the U.S. marketplace. It includes actionable suggestions for firms, including Investor Pulse mini stories. Each issue features 16 pages of data, including feature articles, exhibits, data, an Investor Sentiment Index, and a robust quantitative section that provides charts and datasets with
actionable ideas.


International Editions

Asia-Pacific

This quarterly publication, in circulation for seven years, covers Australia and the fund management marketplaces of Asia: Japan—by far the largest, and with its own set of challenges and opportunities—as well as China, the Hong Kong Special Administrative Region, Korea, India, Taiwan, and Singapore. This publication, organized by topic, provides timely information regarding regulatory changes and trend shifts in asset management marketplaces in this vibrant part of the world. Each issue contains a quantitative section with the latest industry-related data and analyses.

Asian Monthly Product Trends

This monthly publication provides regular and ongoing coverage of local and crossborder mutual funds in the major Asian asset management markets. It monitors AUM and flows across all key asset classes, sectors, and markets, and includes insights and commentary on regional product trends.

Europe

This quarterly publication explores the major themes and trends in the European asset management industry. With this publication, asset managers are able to compare trends across Europe’s major markets, examine key distribution data for these countries, and apply insights to product sales strategies. Coverage includes the major markets in Europe. Each issue contains a quantitative section dedicated to relevant metrics and analyses.

European Monthly Product Trends

This monthly publication provides regular and ongoing coverage of local and crossborder mutual funds and ETFs in the major European asset management markets. It monitors AUM and flows across all key asset classes, sectors, and markets, and includes insights and commentary on regional product trends. 

Global

This monthly publication, in circulation for more than ten years, focuses on global financial services topics. Each month’s issue examines recent news, trends, and events shaping 40 asset marketplaces worldwide. Analysis is positioned both by issue and topic. In addition to proprietary data throughout the publication supporting the article content, there is a significant expanded quantitative section in the back of each issue that includes global mutual fund statistics, as well as proprietary country-specific data.

International Institutional

This quarterly publication analyzes the changing dynamics between institutional asset managers, gatekeepers, and the institutional end-clients they work for in regions outside of the United States, including Europe, Asia, Latin America, and the Middle East. It also provides data to help managers evaluate opportunities with pensions, insurers, non-profit investors, and sovereign wealth funds. Each issue contains a dedicated quantitative section, which compliments each issues' feature articles.