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.
New 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.
August 2022
A Deep Dive Into Alts Industry Research, With Daniil Shapiro
Financial markets have faced significant headwinds this year, some of which haven’t been seen by investors in several decades. But the alt industry has barely skipped a beat. In this podcast Daniil Shapiro discusses the details of why the current moment may be ideal for alternative investments to shine.
August 2022
Net-Zero Investment
Commitments aimed at mitigating climate change are on the rise among global investment institutions.
July 2022
Alternative Investments in 2022: Capitalizing on Markets in Turmoil
Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.
June 2022
Taking Control: Exploring Independence
Explore why advisor independence on the rise and the factors that will continue to influence growth.
May 2022
Can Advisers Afford to Ignore Crypto?
Matt Apkarian, Senior Analyst at Cerulli Associates, joins the In Focus Podcast to discuss how crypto investing has come of age, what trends we are seeing in this market currently, and how advisers might look to position themselves as the regulatory treatment of the assets changes.