Resource Center
White Papers, Videos, and More
Cerulli carefully curates resources—white papers, webinars, videos, and more—to provide you access to timely and relevant insights for your business initiatives.
Video Series
Cerulli’s Emerging Manager Series
Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.
December 2022
The Case for Direct Indexing: Differentiation in a Competitive Marketplace
Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
June 2022
Taking Control: Exploring Independence
Explore why advisor independence on the rise and the factors that will continue to influence growth.
February 2022
Seeking Future Returns
Evaluate how asset owners and managers are positioning their portfolios in pursuit of returns in an increasingly complex and competitive environment.
November 2021
Climate Change Investing
Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.
October 2021
Diversity and Inclusion
Use this white paper to explore measures asset owners and asset managers are taking to promote diversity and inclusion (D&I) within the financial services industry.
September 2021
Best Practices for Advisors When Working with Women Investors
Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.