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.
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.
March 2022
Cryptocurrency: Navigating a Frontier Asset Class for Advisors and Asset Managers
Cryptocurrency Is Too Impactful to Ignore.
March 2022
2021 Canadian ETF Market Wrap-Up
Canada’s ETF market takes a victory lap amidst growing advisor and investor uptake.
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.
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.