Adapting to Growing Private Markets: A Playbook for Practice Success
September 27, 2023
Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.
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New research from Cerulli, Invesco, and Investments & Wealth Institute (IWI) finds that a strong private markets product lineup can help not only client outcomes, but also benefit an advisor’s practices; however, more product education is needed to drive greater adoption. Access our white paper to learn how to build an actionable product and distribution strategy that will help you garner awareness and gather assets into private market asset classes.
Key Highlights
Address Barriers to Adoption
Use this intelligence to understand key roadblocks holding advisors back from product adoption.
Develop Product Strategy
Evaluate the product structures that offer greater liquidity and appeal to advisors.
Build Awareness and Education for Advisors
Develop a multi-pronged marketing strategy that fosters awareness and education for advisors in-person and digitally.
Report Authors
Asher Cheses
Director
Bio →
Asher Cheses
Director
Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.
Daniil Shapiro, CFA
Director
Bio →
Daniil Shapiro, CFA
Director
Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.
Full biography here.
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