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.
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.
May 2022
Global Expansion
Align your business to capture opportunities in global markets with Cerulli’s latest expansion guidebook. Designed for asset managers seeking guidance on markets, channels, pricing, and distribution staffing, this resource will help you structure your expansion priorities in 2022, and beyond.
April 2022
The Democratization of Private Assets in Europe
Explore the product structures and distribution channels alternative managers can leverage to address retail demand in Europe for private assets.
April 2022
Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs
For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.