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.
April 2021
Global Retail Investors and ESG
Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.
October 2020
Private Banks: What COVID-19 Means for Product Choice
Private banks around the world are having to review their product offerings in response to the great uncertainty caused by the combination of COVID-19, U.S.-China tensions, and Brexit. This white paper provides an overview of the changes underway in Europe, the U.S., and Asia.
June 2020
Advice in Adversity
In this white paper, Cerulli explores how advice providers can best equip their advisor-clients to quell the worries of investors and ensure they adhere to their still-relevant long-term investment goals.
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.
April 2020
Global Alignment Around the "E" of ESG Takes Form
Exposure analysis is rapidly becoming a staple metric for institutional investors and may represent the most logical focal point for firms in the early phases of building out processes in response to client demand.
February 2020
Private Assets: Cause for Both Celebration and Caution
Investor demand is set to keep rising, but so too is competition.