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Featured Insights & Perspectives

Corner Office Views
Cerulli’s Corner Office Views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.
White Papers

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.

August 2020
The Evolving Role of Behavioral Finance 2020
As market volatility escalated, advisors increasingly turned to behavioral finance to help keep clients invested and focused on their long-term goals.

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.

May 2020
Mitigating the Impact of Advisors’ Behavioral Biases
Advisors can improve their portfolio construction and management processes by acknowledging that they are subject to many of the same behavioral biases that they hope to help investors avoid.

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
Asset Management in China 2020
China’s asset management industry is changing rapidly, following a series of reforms and market liberalization policies. In the post-“super guidance” era, more players are deepening their participation in asset management, such as banks and foreign firms.

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.

February 2020
Advisor Portfolio Construction: Building Risk-Conscious Portfolios
After a long run-up in equity markets and given low yields, advisors are focused on risk management—and specifically ensuring that clients avoid a permanent impairment of capital.

February 2020
Private Assets: Cause for Both Celebration and Caution
Investor demand is set to keep rising, but so too is competition.

June 2019
The State of the ETF Industry in Europe 2019
ETFs have been available for almost three decades, but have only recently started to gain traction among European investors. ETF asset growth in Europe has been significant in recent years. ETF assets grew from €256 billion in 2012 to €635 billion at the end of 2018, a 148% increase.

April 2019
Derisking DB Plans in Flux
Substantial volatility in late 2018 and early 2019 highlight the challenges and risks many corporate defined benefit plan sponsors face

March 2019
The Neglected Generation
Due to the aging population of the industry’s most heavily targeted clients, developing relationships with the next generations of potential investors is paramount.

March 2019
OCIO at an Inflection Point: Strong Growth Ahead, but Institutions Are Demanding More
This is Cerulli’s first dedicated research initiative covering asset owners using the support of an OCIO provider.

February 2019
Subtract, Add, Multiply – The Formula to Efficiency
Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.
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