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.

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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.

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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.

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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.

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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.

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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.

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February 2020

Private Assets: Cause for Both Celebration and Caution

Investor demand is set to keep rising, but so too is competition.

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June 2019

Responsible Investment in Hedge Funds: The Growing Importance of Impact and Legacy

Responsible investment (RI) is among the most prominent themes in asset management today. Investors and managers are paying ever more attention to the integration of environmental, social, and governance (ESG) factors, mirroring the concerns of wider society.

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