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.
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.
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.
Download your copy
Submit your information to download a PDF of the paper
Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.
Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.
Full biography here.
Daniil Shapiro, CFA
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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