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.
November 2021
Influencers and Trends in the DC Market
Shawn O'Brien, CFA, Senior Analyst of Retirement at Cerulli Associates, shares the results from the U.S. Defined Contribution Distribution 2021 report and the role of RIA aggregators. Key highlights include the rise of CITs, and the trends in DC-focused investment strategies and vehicles.
October 2021
Advisor Use of Alternative Investments in 2021
Access this white paper to understand advisors’ allocations to alternative investments and explore what barriers to their use remain.
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.
August 2021
Improving Client Experience: Customizing with Direct Indexing
Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.
July 2021
Cerulli’s Perspective on Robinhood’s IPO Debut
Scott Smith, Cerulli Associates Director of Advice Relationships, joins Yahoo Finance to break down Robinhood’s IPO and its influence on young traders.
June 2020
Communications with Institutional Clients in a New, Virtual, World
The outbreak of COVID-19 has presented a multitude of challenges to the institutional asset management industry, but many asset managers are adapting to new strategies to keep the status quo.