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.
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.
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.
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.