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China’s Mutual Funds Buck the Trend in Tough Times

Managers with strong know-how in products and technology will stand out

The Cerulli Report—Asset Management in China 2018: New Horizons in an Era of Reforms

December 2018, Singapore

Dynamic Business Approach Needed as Asia Gears Up for Changes

3 ‘D’s—Disclosures, Digitalization, Demographics—shaping the future of the industry

The Cerulli Report—10 Themes to Shape (and Shake Up) Asian Asset Management Over the Next 10 Years

December 2018, Singapore

Health and Hospital Systems Leveraging Defined Benefit (DB) Plans to Recruit and Retain Talent

Asset managers must tailor their approach for this subset of plans

The Cerulli Report—North American Institutional Markets 2018: Asset Owners and the New Regulatory Environment

December 2018, Boston

U.S. ETF Product Development Trends Point to More ETF Subadvisory Mandates

ETFs are an increasingly important focal point for subadvisory opportunity

The Cerulli Edge—U.S. Asset and Wealth Management Edition, December 2018 Issue

December 2018, Boston

Investors Will Increasingly Seek “Hyper-Tailored” and Cost-Effective Solutions

Asset managers offering self-indices will be best placed to win business

The Cerulli Edge—Global Edition, December 2018 Issue

December 2018, London

ETFs in Asia: A Nascent Sector Gains Momentum

Asset growth is outpacing that of mutual funds

The Cerulli Edge—Asian Monthly Product Trends Edition, November 2018 Issue

November 2018, Singapore

Independent Broker/Dealer (IBD) Growth Surpasses Regional, National, and Wirehouse Channels

Across all B/D channels, IBDs have experienced the greatest asset and headcount growth over the past five years

The Cerulli ReportU.S. Broker/Dealer Marketplace 2018: Escalating Margin Pressure,

November 2018, Boston

Demand for Single-Sector Equity Exchange-Traded Funds on the Rise

Europe’s investors undeterred by risks attached to such products

The Cerulli Edge—European Monthly Product Trends Edition, November 2018 Issue

November 2018, London

Asia ex-Japan Insurers Deepen Their Interest in Alternatives

Life insurers’ alternative allocations have risen to account for a quarter of total investable assets

The Cerulli Report—Asian Insurance Industry 2018: Focusing on Long-Termism

November 2018, Singapore

Cerulli Anticipates $68 Trillion in Wealth Transfers During the Next 25 Years

Generation X will replace Baby Boomers as the generation with the greatest wealth

The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth

November 2018, Boston

European Asset Managers Should Be Reshaping Their Sales Function to Provide Outstanding Client Service

Firms need to increase the time they allocate to servicing existing clients, perhaps even at the expense of their client-acquisition efforts

The Cerulli Report—European Marketing and Sales Organizations 2018: Exceeding Goals as Margins Compress

November 2018, London

Insurance General Account Institutions Devoting More Scrutiny to Risks in Their Investment Portfolios

Insurers more cognizant of risks, but lack options to diversify

The Cerulli Report—U.S. Insurance General Accounts 2018: Targeting Institutional Investment Opportunities

November 2018, Boston

Establishing Brand Identity Critical for U.S. Digital Advice Platforms

Investor inertia is the biggest hurdle in optimizing brand awareness

The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2018 Issue

November 2018, Boston

Environmental, Social, and Governance Factors Taking Root in Fixed Income

Data and ratings are increasingly available, but product supply is failing to match demand

The Cerulli Edge—Europe Edition, 4Q 2018 Issue

November 2018, London

U.S. Banks Embrace Technology to Engage the Next Generation

Banks look to technology to broaden their service offerings

The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2018 Issue

November 2018, Boston

Hybrid RIA Channel: A More Permanent Landing Pad for Advisors

Advisors see the infrastructure provided by the hybrid business model as a gateway to growth

The Cerulli Report—U.S. RIA Marketplace 2018: Designing a Framework for Independence

November 2018, Boston

Asia’s Pension Sector to Lead Institutional Asset Growth

Retirement numbers are huge, but managers will have to be selective in deploying resources

The Cerulli Report—Institutional Asset Management in Asia 2018: Winning Through a Partnership Approach

November 2018, Singapore

Competition From Insurer-Owned Asset Managers Is Increasing

Traditional managers must focus on niche products and clients’ specific needs

The Cerulli Edge—Global Edition, November 2018 Issue

November 2018, Boston

Latest Report from Cerulli Associates Indicates Professionally Managed U.S. Assets Up 14.9%

The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2018: Evaluating Channel Opportunities to Increase Assets

November 2018, Boston

Australia’s Financial Advisory Landscape Set for Upheaval

Need to avoid conflicts of interest may boost open architecture

The Cerulli Edge—Asian Monthly Product Trends Edition, October 2018 Issue

October 2018, Singapore

Commodity Funds Offer an Alternative to Correlated Mainstream

ETFs that offer a mix of commodities are attracting European investor interest

The Cerulli Edge—European Monthly Product Trends Edition, October 2018 Issue

October 2018, London

Digital Tools Drive Advisor Efficiency and Optimize Client Engagement

Cerulli’s latest report finds the human element of discovery is irreplaceable, the best use of technology is to enable advisors to spend more time in client-facing activity

The Cerulli Report—U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement

October 2018, Boston

Tech-Driven Platforms Address Challenges Associated with U.S. Alternative Investments

The Cerulli Edge—U.S. Monthly Product Trends Edition

October 2018, Boston

Smaller U.S. Institutions Relying More Heavily on Third Parties

The Cerulli Edge—U.S. Institutional Edition, 4Q 2018 Issue

October 2018, Boston

10 Questions on Managed Accounts in the DC Market

The Cerulli ReportU.S. Defined Contribution Distribution 2018: An Update on Managed Accounts in DC Plans

October 2018, Boston

Financial Planning Aids Asset Retention in the U.S.

The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2018 Issue

October 2018, Boston

Almost Half of U.S. Households Prefer ESG Investing

The Cerulli Edge—U.S. Advisor Edition, 4Q 2018 Issue

October 2018, Boston

Growth and Change Are Creating Opportunities for Asset Managers in France

Competition is intensifying in the French market, both in terms of the number of players and distribution efforts

The Cerulli Report—Asset Management in France 2018: The Keys to Success in a Challenging Market

October 2018, London

Asian Sovereign Funds’ Alternative Plays Offer Potential

Opportunities also lie in co-investments with the more sophisticated funds

The Cerulli Edge—Asia-Pacific Edition, 4Q 2018 Issue

October 2018, Singapore

Alternatives Lure Managers, but Competition for Assets Intense

Managers also gearing up to promote products centered around emerging trends

The Cerulli Report—Non-Traditional Strategies in Asia 2018: The Changing Product Landscape

October 2018, Singapore

Lower Charges Set to Fuel Insurers’ Demand for Securitization

Greater regulatory certainty credited with 30% surge in European issuance

The Cerulli Edge—Global Edition, October 2018 issue

October 2018, London

“Free” Asset Allocation Models Threaten U.S. Third-Party Strategists

The Cerulli Report—U.S. Managed Accounts 2018: Asset Allocation Models & Platform Consolidation

September 2018, Boston

Accessing China’s High-Net-Worth Assets

Private securities funds are among the key products targeted at this growing segment
The Cerulli Edge—Asian Monthly Product Trends Edition, September 2018 Issue

September 2018, Singapore

Clean-Share Mutual Funds to Have a Place in the U.S. Intermediary Market

The Cerulli Edge—U.S. Monthly Product Trends Edition, September 2018 Issue

September 2018, Boston

Equity Income Funds Struggle for Identity as Well as Assets

Managers’ ability to identify sustainable dividend pays will be key

The Cerulli Edge — European Monthly Product Trends Edition, September 2018 Issue

September 2018, London

Nearly 40% of U.S. Advisors Are Using Alternative Investments

The Cerulli Report - U.S. Alternative Investments 2018: Accessing Evolving Alternative Platforms

September 2018, Boston

U.S. Rep-as-Advisor Assets Present Major Risks, Despite Unexpected Growth

The Cerulli Edge — Managed Accounts Edition, 3Q 2018 Issue

September 2018, Boston

Opportunities and Challenges in the Notoriously Opaque Market of the Gulf Cooperation Council Countries

The Cerulli Report — Asset Management in the Middle East 2018: Pockets of Addressability

September 2018, Boston

CIT Target-Date Assets Increased 85% in Two Years

The Cerulli Edge - U.S. Retirement Edition, 3Q 2018 Issue

September 2018, Boston

U.S. Wealth Managers Building Out ESG Capabilities for Investors and Advisors

The Cerulli Edge - U.S. Asset and Wealth Management Edition, September 2018 Issue

September 2018, Boston

U.S. Asset Managers Shift Focus to Advisor Behavior as Channel Lines Blur

The Cerulli Report - U.S. Intermediary Distribution 2018: A Holistic Approach to Wholesaling

September 2018, Boston

Managers' Best Option is to Cover All the Defined Contribution Pension Bases

Default funds need to offer flexibility given the ongoing uncertainty

The Cerulli Edge - Global Edition, September 2018 Issue

September 2018, London

U.S. Private Banks Must Embrace the Digital Era to Meet the Rising Demands of Clients

The Cerulli Report - U.S. Private Banks & Trust Companies 2018: Fostering Growth and Digital Innovation

August 2018, Boston

Feeders Rule in Malaysia and Thailand

They are the ideal routes for foreign managers looking to tap into these markets' retail assets

The Cerulli Edge - Asian Monthly Product Trends Edition, August 2018 Issue

August 2018, Singapore

Flexibility Gives Investment Trusts the Edge

Narrowing of discounts is boosting shareholder returns

The Cerulli Edge - European Monthly Product Trends

August 2018, London

Building Out New Vehicle Offerings is a High-Priority Initiative for U.S. Asset Managers

The Cerulli Edge - U.S. Monthly Product Trends Edition, August 2018 Issue

August 2018, Boston

U.S. Institutional Custom Solutions Set for Growth, According to Recent Cerulli Survey

The Cerulli Report - U.S. Institutional Marketing and Sales Organizations 2018: Tactics and Resources to Get from RFP to Client Funding

August 2018, Boston

Money Management Institute and Cerulli Associates to Consolidate Investment Advisory Solutions Industry Data

Industry Leaders to Combine Previously Separate Efforts

August 2018, Boston

Product Partnerships Key to Accessing Southeast Asian Retail Assets

Meanwhile, the institutional segment has seen more outsourcing activity

The Cerulli Report - Asset Management in Southeast Asia 2018: Building Strength and Scale

August 2018, Singapore

Managers Must Help Insurers Achieve Portfolio Harmony

As rate hikes loom, selectivity, duration, and timing are crucial when adding investments

The Cerulli Edge - Europe Edition, 3Q 2018 Issue

August 2018, London

Risk Reluctance: Three-Quarters of U.S. Investors Prefer Protection Over Alpha

The Cerulli Edge - U.S. Retail Investor Edition, 3Q 2018 Issue

August 2018, Boston

The Global Fund Management Outlook Is Positive, With Emerging Markets Leading the Way

The expansion of the middle class in countries such as India and China, and the development of new technology are creating opportunities for asset managers

The Cerulli Report - Global Markets 2018: Breaking Down Barriers as Opportunities Evolve

August 2018, London

U.S. Banks and Recordkeepers Missing HENRY Opportunity

The Cerulli Edge - U.S. Asset and Wealth Management Edition, August 2018 Issue

August 2018, Boston

China Opens Doors Wider to Funds Market

Foreign managers now have more options to access Chinese assets
The Cerulli Report - Asset Management in China 2018: New Horizons in an Era of Reforms

August 2018, Singapore

EU's Privacy Regulation Still a Work in Progress for Asset Managers

Using third-party service providers adds to the complexity

The Cerulli Edge - Global Edition, August 2018 Issue

August 2018, London

Political Renewal, Regional Amnesties Generate Opportunities for Cross-Border Managers in Latin American Retail Market

The Cerulli Report - Latin American Distribution Dynamics 2018: New Opportunities for Cross-Border Products

July 2018, Boston

Shariah Investments Gain Further Ground

Malaysia remains Asia's biggest Shariah funds market, followed by Indonesia

The Cerulli Edge - Asian Monthly Product Trends Edition, July 2018 Issue

July 2018, Singapore

U.S. Taxable Bond ETFs Lead All Other Asset Classes in Net Flows

The Cerulli Edge - U.S. Monthly Product Trends Edition, July 2018 Issue

July 2018, Boston

Japan Funds on Track for Further Growth

An Olympic Games boost may help allay worries about a sales-tax hike

The Cerulli Edge - European Monthly Product Trends Edition, July 2018 Issue

July 2018, London

Taking Accounting Rules Changes into Consideration, ETF Issuers Pursue Insurance General Accounts

The Cerulli Edge - U.S. Institutional Edition, 3Q 2018 Issue

July 2018, Boston

Breaking into DC Pensions' Default Funds Will be Vital for European Asset Managers

With most DC savers ending up in the default fund, managers must find a way to access this ever-increasing pool of assets

The Cerulli Report - European Institutional Dynamics 2018: Identifying Opportunities by Channel and Market

July 2018, London

Billion-Dollar RIAs Face Growing Pains

The Cerulli Edge - U.S. Advisor Edition, 3Q 2018 Issue

July 2018, Boston

Offshore Funds Set to Continue Reign in Asia

Push for funds to be locally domiciled is unlikely to dent offshore dominance

The Cerulli Edge - Asia-Pacific Edition, 3rd Quarter 2018 Issue

July 2018, Singapore

Race to the Bottom in U.S. Asset Management Fees Accelerates

The Cerulli Edge - U.S. Asset and Wealth Management Edition, July 2018 Issue

July 2018, Boston

AI and Big Data Enabling ESG Investors to Clear the 'Poor Disclosure' Hurdle

New environmental, social, and governance investment themes are appearing

The Cerulli Edge - Global Edition, July 2018 Issue

July 2018, London

Participants Don't Know What to Do with Their 401(k) Savings at Retirement

The Cerulli Edge - U.S. Retirement Edition, 2Q 2018 Issue

June 2018, Boston

Income Rules Over New Ideas

Though new product concepts are emerging, income remains a top priority for Asian investors

The Cerulli Edge - Asian Monthly Product Trends Edition, June 2018 Issue

June 2018, Singapore

70% of IRA Assets Held by Individuals Age 60 and Older, Totaling Nearly $6.5 Trillion

The Cerulli Report - U.S. Retirement End-Investor 2018: IRA Owners and 401(k) Plan Participants

June 2018, Boston

Taking the Path to Long-Term Profitable Growth

Managers get ready to face regulatory and digital challenges amid fee pressures

The Cerulli Report - Asian Distribution Dynamics 2018: Re-Orienting Business Strategies

June 2018, Singapore

U.S. Advisor Adoption of ESG Strategies Remains Limited, Despite Increased Conversation

The Cerulli Edge - U.S. Monthly Product Trends Edition, June 2018 Issue

June 2018, Boston

Multi-Factor Set to be the New Plain Vanilla in Smart Beta

Providers digging deep to achieve incremental returns

The Cerulli Edge - European Monthly Product Trends Edition, June 2018 Issue

June 2018, Boston

Choice Architecture: Less is More

The Cerulli Report - U.S. Retail Investor Products and Platforms 2018: Defining Client Experience Through Choice Architecture

June 2018, Boston

New Product Incubation Opportunities in the U.S. Move from Wirehouses to RIAs

The Cerulli Edge - U.S. Managed Accounts Edition, 2Q 2018 Issue

June 2018, Boston

For U.S. 401(k) Plans, Retirement Income May Be Next on the Agenda

The Cerulli Edge - U.S. Asset and Wealth Management Edition, June 2018 Issue

June 2018, Boston

Scalable Solutions Key in Shrinking Insurance and Pension Markets

Asset managers in Europe need to adapt to continuing marketspace consolidation

The Cerulli Edge - Global Edition, June 2018 Issue

June 2018, London

U.S. Mutual Fund Assets Continue Downward Slide for the Third Straight Month

The Cerulli Edge - U.S. Monthly Product Trends Edition, May 2018 Issue

May 2018, Boston

Japan's Artificial Intelligence Funds on the Rise

The popularity of artificial intelligence (AI) and robotics funds is partly due to their long-term growth stories

The Cerulli Edge - Asian Monthly Product Trends Edition, May 2018 Issue

May 2018, Singapore

European Small Caps Hold Up Better in Troubled Times

Smaller cap funds should consider a performance fee

The Cerulli Edge - European Monthly Product Trends Edition, May 2018 Issue

May 2018, London

Fee Pressure is Growing for Europe's Active Managers

Investors in passive funds are now looking for more than just low costs

The Cerulli Edge - Europe Edition, 2Q 2018 Issue

May 2018, London

Will U.S. Investor Preference Kill Rep-as-Portfolio-Manager Programs?

The Cerulli Edge - U.S. Retail Investor Edition, 2Q 2018 Issue

May 2018, Boston

Share of Subadvised U.S. Mutual Fund Assets Shifting from Unaffiliated Single-Subadvisor to Multi-Subadvisor Arrangements

The Cerulli Report - U.S. Subadvisory Marketplace 2018: Shifting Product Use Drives a Changing Landscape

May 2018, Boston

Subadvisory Is One of the Fastest-Growing Opportunities for Asset Managers in Europe

Subadvisory is already attracting approximately 5.4% of today's total European mutual fund and exchange-traded fund net inflows

The Cerulli Report - European Distribution Dynamics 2018: Addressing a Shifting Landscape

May 2018, London

Investment Cultures Set U.S. Multi-Family Offices Apart

The Cerulli Edge - U.S. Edition, May 2018 Issue

May 2018, Boston

Solvency II: Two Years On

Managers must focus on asset classes that align with insurers' needs and developing capital-efficient solutions
The Cerulli Edge - Global Edition, May 2018 Issue 

May 2018, London

U.S. Mutual Funds Experience First Quarter Net Flows of $67.2 Billion, Slightly More Than ETFs' Total of $64.6 Billion

The Cerulli Edge - U.S. Monthly Product Trends Edition, April 2018 Issue

April 2018, Boston

Margin Pressure Threatens Broker/Dealers Lacking Scale or Specialization

The Cerulli Report - U.S. Broker/Dealer Marketplace 2017: Segments of Strength

April 2018, Boston

European Insurers Want Asset Managers to Work with Them as Partners

Managers should be building strong insurance teams and adopting a solution-based approach

The Cerulli Report - European Insurance Industry 2018: Embracing the New Normal

April 2018, London

China's Private Funds Lure Foreign Managers

With assets of nearly US$2 trillion, the market is becoming more attractive but also more competitive

The Cerulli Edge - Asian Monthly Product Trends Edition

April 2018, Singapore

Europe's Money Markets Revamp to Meet New Rules

Uncertainty prevails as the deadline looms

The Cerulli Edge - European Monthly Product Trends Edition, April 2018 Issue

April 2018, London

U.S. Tax Reform: Catalyst for Increased Corporate Contributions

The Cerulli Edge - U.S. Institutional Edition, 2nd Quarter 2018 Issue

April 2018, Boston

U.S. Institutional Custom Solutions Assets Expected to Grow 10.4% to $1.9 Trillion by 2021

The Cerulli Report - North American Institutional Markets 2017: Strategies for Implementing Customized Services Across Client Segments

April 2018, Boston

Approximately 75% of U.S. Advisors Feel That Active and Passive Investments Complement Each Other

The Cerulli Report - U.S. Product Development 2017: Advisor Product Demand in a Model-Driven Environment

April 2018, Boston

Financial Planning Support a Growing Differentiator for U.S. Broker/Dealers

The Cerulli Edge - U.S. Advisor Edition, 2Q 2018 Issue

April 2018, Boston

Managers Continue to Favor Banks as Distribution Partners

Alternative modes of distribution not posing much of a threat to banks' dominance in Asia

The Cerulli Edge - Asia-Pacific Edition, 2nd Quarter 2018 Issue

April 2018, Singapore

Will the World's Largest Tech Companies Disrupt the U.S. Digital Financial Advice Market?

The Cerulli Edge - U.S. Asset and Wealth Management Edition, April 2018 Issue

April 2018, Boston

The Rise of ESG in Alternatives

Environmental, social, and governance investing is playing an increasing role in alternative asset classes

The Cerulli Edge - Global Edition, April 2018 Issue

April 2018, London

U.S. ETFs See Negative Net Flows for First Time Since January 2016

The Cerulli Edge - U.S. Monthly Product Trends Edition, March 2018 Issue

March 2018, Boston

Room for Growth in Asia's Sustainable Investments

Socially responsible investments still have a long way to go to gain a foothold in Asia ex-Japan's retail markets

The Cerulli Edge - Asian Monthly Product Trends Edition, March 2018 Issue

March 2018, Singapore

Europe's Property Funds are Set to Build on a Solid Foundation

Sector offers the U.K.'s generation of renters the next best thing to home ownership

The Cerulli Edge - European Monthly Product Trends Edition, March 2018 Issue

March 2018, London

China's Money Market Funds Retain Their Allure Despite Curbs

But regulatory guidelines are likely to shift managers' focus toward other products

The Cerulli Report - Asset Management in China 2018, 1Q 2018 Strategic Overview

March 2018, Singapore

Simplifying the Ecosystem: The Rise of U.S. Unified Advisory Platforms

The Cerulli Edge - U.S. Managed Accounts Edition, 1Q 2018 Issue

March 2018, Boston

401(k) Plan Sponsors, Providers, and Participants Not Always on The Same Page

The Cerulli Edge - U.S. Retirement Edition, 1Q 2018 Issue

March 2018, Boston

Private Banks Value Performance Above All Else When Evaluating Alternative Asset Managers

When looking to work with private banks, European asset managers should be emphasizing their track record

The Cerulli Report - European Alternative Investments 2018: The Next Steps in Product Development

March 2018, London

One-Quarter of U.S. Advisors Retiring Within 10 Years Still Uncertain About Succession

The Cerulli Report - U.S. Advisor Metrics 2017: The Next Generation of Planning

March 2018, Boston

China and India Race Ahead in Digital Distribution

Further growth in online fund distribution is likely to come from increasing collaboration among players in the fintech space

The Cerulli Edge - Asian Monthly Product Trends Edition, February 2018 Issue

February 2018, Singapore

High-Yield Bond Funds May Once Again Deliver High Yields

The spike in bond yields is an opportunity as well as a threat

The Cerulli Edge - European Monthly Product Trends Edition, February 2018 Issue

February 2018, London

A Growing Number of U.S. Asset Managers are Engaging with Outsourced CIOs

The Cerulli Report - U.S. Outsourced CIO Function 2017: Identifying Emerging Opportunities Across Institutional Investors

February 2018, Boston

Demand for Differentiation Within the Alternative UCITS Space is Growing

Strategies need to strike the right balance of price and complexity

The Cerulli Edge - Europe Edition, 1Q 2018 Issue

February 2018, London

Age of Opportunity: Interest Outpaces Action in U.S. Digital Advice

The Cerulli Edge - U.S. Retail Investor Edition, 1st Quarter 2018 Issue

February 2018, Boston

More Than Two-Thirds of U.S. HNW Practices Expect to Increase Their Use of Direct Investments

The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2017: Emergent Product Trends for Sophisticated Investors

February 2018, Boston

U.S. Managed Account Assets in Defined Contribution Plans See Strong Year-Over-Year Growth

The Cerulli Report - U.S. Retirement Markets 2017: The Rise of Fiduciary Services

February 2018, Boston

Synergies of Servicing Life Insurers and Pensions Implementing Liability-Driven Investing

The Cerulli Edge - U.S. Asset and Wealth Management Edition, February 2018 Issue

February 2018, Boston

Millennial Fund Investors Not Unique

Marketers blinded by generalizations in targeting the generation

The Cerulli Edge - Global Edition, February 2018 Issue

February 2018, London

U.S. Insurance Asset Managers Remain Confident About Growth of Insurance Investment Outsourcing

The Cerulli Edge - U.S. Institutional Edition, 1st Quarter 2018 Issue

January 2018, Boston

U.S. Actively Managed Mutual Funds and ETFs See Positive Net Flows for First Year Since 2014

The Cerulli Edge - U.S. Monthly Product Trends Edition, January 2018 Issue

January 2018, Boston

Strong Tailwinds Lift Australia's ETF Market

With more investors and fund managers showing interest in exchange-traded products, growth is set to continue

The Cerulli Edge - Asian Monthly Product Trends Edition, January 2018 Issue

January 2018, Singapore

Global Equity Funds Face End of Bull Market

Emerging markets may offer better value when sentiment turns bearish

The Cerulli Edge - European Monthly Product Trends Edition, January 2018 Issue

January 2018, London

U.S. RIA Aggregators' and Platforms' Mounting Momentum

The Cerulli Edge - U.S. Advisor Edition, 1Q 2018 Issue

January 2018, Boston

Cause for Optimism in Asia's Fund Industry

Improved economic fundamentals and bullish calls on stock markets are raising investor confidence for the year ahead

The Cerulli Edge - Asia-Pacific Edition, 1Q 2018 Issue

January 2018, Singapore

Portfolio Risks Pose Conflict in U.S. Advisory Relationships

The Cerulli Edge - U.S. Asset and Wealth Management Edition, January 2018 Issue

January 2018, Boston

No Shocks Expected for Asset Managers in 2018

In Europe bonds, ESG, passives, infrastructure among focal points
The Cerulli Edge - Global Edition, January 2018 Issue

January 2018, London

Fiduciary Standard Now Commands More Than 40% of U.S. Advised Retail Assets

The Cerulli Edge - U.S. Monthly Product Trends Edition, December 2017 Issue

December 2017, Boston

Insurers Play Growing Role in Asia's Fund Distribution

The Cerulli Edge - Asian Monthly Product Trends Edition, December 2017 Issue

December 2017, Singapore

Emerging and Passive Funds Set for a Bonanza Year

Europe's passives marketshare in line for a MiFID II boost
The Cerulli Edge - European Monthly Product Trends Edition, December 2017 Issue

December 2017, Boston

U.S. Managed Accounts Offer Customization That Target-Date Funds Lack

The Cerulli Edge - U.S. Managed Accounts Edition, 4Q 2017 Issue

December 2017, Boston

U.S. National and Regional B/Ds Grew Assets at the Fastest Year-Over-Year Rate

The Cerulli Report - U.S. Broker/Dealer Marketplace 2017: Segments of Strength

December 2017, Boston

Sales of Fee-Based Variable Annuities and Fixed-Indexed Annuities on the Rise in the U.S.

The Cerulli Report - U.S. Annuity Markets 2017: Guaranteed Retirement Income in a Fiduciary World

December 2017, Boston

Global Asset Managers Address the Changing Nature of Major Institutional Asset Owners' Investments

The Cerulli Report - Global (Institutional) Gatekeepers 2017: Worldwide Trends in Institutional Distribution

December 2017, Boston

U.S. Collective Investment Trusts Assets Grew to Roughly $2.8 Trillion as of Year-End 2016

The Cerulli Report - North American Institutional Markets 2017: Strategies for Implementing Customized Services Across Client Segments

December 2017, Boston

U.S. Asset Managers Build ESG Investing Capabilities in Expectation of Future Demand

The Cerulli Edge - U.S. Edition, December 2017 Issue

December 2017, Boston

Increased Focus on Fiduciary Services Offered in the U.S. DC Plan Market

The Cerulli Report - U.S. Retirement Markets 2017: The Rise of Fiduciary Services

December 2017, Boston

More Than 90% of U.S. Managers Place at Least a Moderate Priority on Incorporating ESG Factors into the Investment Process

The Cerulli Report - U.S. Environmental, Social, and Corporate Governance Investing 2017: Assessing True Client Demand for ESG Criteria

December 2017, Boston

Boxed Out of Target Date: DC Asset Managers Can Find Opportunity in Standalone Investment Options

The Cerulli Edge - U.S. Retirement Edition, 4Q 2017 Issue

December 2017, Boston

Regulatory Headache Looms for U.K. Consultants

Firms may be forced to spin out fiduciary offerings into separate entities
The Cerulli Edge - Global Edition, December 2017 Issue

December 2017, London

U.S. Millennial Advisors are Heavy Adopters of Financial Planning

The Cerulli Report -  U.S. Advisor Metrics 2017: The Next Generation of Planning

November 2017, Boston

Funds of Funds Offer Growth Potential in China

They are especially promising in the third-pillar retirement space
The Cerulli Edge - Asian Monthly Product Trends Edition, November 2017 Issue

November 2017, Singapore

Regulations and Hunger for Yield to Drive Asian Life Investments

Asset managers keen to serve insurers have to keep up with their evolving needs
The Cerulli Report - Asian Insurance Industry 2017: Changing Investment Needs  Generate Opportunities

November 2017, Singapore

European Conviction Funds Struggle to Outperform Bull Markets

Passives to gain further if conviction funds fail to improve performance
The Cerulli Edge - European Monthly Product Trends Edition, November 2017 Issue

November 2017, Boston

Creating the Best of Both Worlds: Designing the Optimum Hybrid Advice Platform in the U.S.

The Cerulli Report - U.S. Retail Investor Advice Relationships 2017: Prioritizing Advice Solutions for a Hybrid Future

November 2017, Boston

U.S. Multi-Family Offices' Success Is Forcing the Industry to Rethink its Approach

The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2017: Emergent Product Trends for Sophisticated Investors

November 2017, Boston

The U.S. Outsourced CIO Market Could Exceed $2.7 Trillion by 2022

The Cerulli Report - U.S. Outsourced CIO Function 2017: Identifying Emerging Opportunities Across Institutional Investors

November 2017, Boston

Regulation Is Dampening Product Innovation

Europe's asset managers see increased demand for customized products
The Cerulli Edge - Europe Edition, 4Q 2017 Issue

November 2017, Boston

Nearly 30% of U.S. Retirees Prefer to Consolidate Assets, But Have Not Taken Action

The Cerulli Edge - U.S. Retail Investor Edition, 4Q 2017 Issue

November 2017, Boston

Asset Managers Need to Have the Right Number of Salespeople in Each European Market--and Ensure That They Are the Right People

The number of salespeople needed to serve a market effectively varies across Europe, but a consistent theme is the rise of the product specialist
The Cerulli Report - European Marketing and Sales Organization 2017: Winning Strategies for Asset Managers

November 2017, London

How to Stand Out in Asia's Institutional Markets

To win institutional assets, managers need to excel in at least four areas: performance, specialization, servicing, and being in investment consultants' good books
The Cerulli Report - Institutional Asset Management in Asia 2017: Keeping Up With Institutions' Growing Sophistication

November 2017, Singapore

Centralization of Investment Influence Challenges U.S. Asset Management Opportunities

The Cerulli Edge - U.S. Edition, November 2017 Issue

November 2017, Boston

Ultra-Cheap Passive In-House Funds of Funds are Prospering

Unfettered FoFs are growing faster but cost is a key factor for investors
The Cerulli Edge - Global Edition, November 2017 Issue

 

November 2017, London

The Exclusive Billion-Dollar RIA Club Controls 60% of Channel Assets

The Cerulli Report - U.S. RIA Marketplace 2017: Ascendance of the Billion-Dollar Firm

October 2017, Boston

Open-Architecture Target-Date Managers Seek Differentiated, Best-in-Class Investment Managers

The Cerulli Edge - U.S. Monthly Product Trends Edition, October 2017 Issue

October 2017, Boston

Liquid Alternatives Should Be Flowing in the Age of the Tracker

Flows and performance disappoint as markets correlate
The Cerulli Edge - European Monthly Product Trends Edition, October 2017 Issue

October 2017, Boston

U.S. Retail Assets Catching Up to Institutional, Closing in on $19 Trillion as of Year-End 2016

The Cerulli Report - The State of U.S. Retail and Institutional Asset Management 2017: Identifying Growth Markets

October 2017, Boston

Australia's Retail Assets Head Overseas

There are retail opportunities for global asset managers, especially as appetite turns toward international funds
The Cerulli Edge - Asian Monthly Product Trends Edition, October 2017 Issue

 

October 2017, Singapore

Global Macro Strategies Lead U.S. Hedge Fund Managers' New Product Development Plans for 2017

The Cerulli Report - U.S. Alternative Products and Strategies 2017: The Evolving Search for Risk-Adjusted Returns

October 2017, Boston

The U.K. Market Has the Greatest Potential for DC Growth and Profitability in Europe

European asset managers believe defined contribution (DC) pensions have high strategic importance and say the U.K. is the key market in the region
The Cerulli Report - European Defined Contribution: Navigating the Changing Landscape

October 2017, London

U.S. CIT Assets Experience Double-Digit Growth for First Time Since 2012

The Cerulli Edge - U.S. Institutional Edition, 4Q 2017 Issue

OCTOBER 2017, BOSTON

Asian Insurers' Search for Yield is Creating Openings for Global Managers

Relaxing of overseas investment rules is leading to asset-raising opportunities
The Cerulli Edge - International Institutional Edition, 4Q 2017

October 2017, London

Third-Party Funds Can Find a Place on Non-Independent Financial Advisors' Buy Lists in Germany

It takes effort to build relationships, but many German non-independent financial advisors have a say in which funds appear on their buy lists and are open to working with third parties
The Cerulli Report - Asset Management in Germany 2017: Positioning for Growth in Europe's Heartland

October 2017, London

Focus on Financial Stability in China Sets Stage for Asset Growth

Foreign managers accelerate their expansion through WFOEs
The Cerulli Report - Asset Management in China 2017: Transitioning Under a New System

October 2017, Singapore

Potential for Growth in Asia's Consulting Use

While investment consulting is still nascent in the region, there are opportunities for such services to thrive
The Cerulli Edge - Asia-Pacific Edition, 4Q 2017 Issue

October 2017, Singapore

U.S. IBD Advisors Most Likely to Outsource Model Portfolios

The Cerulli Edge - U.S. Advisor Edition, 4Q 2017 Issue

October 2017, Boston

Australia's Super Funds Seek Overseas Exposure

Growing allocations overseas point to opportunities for global managers
The Cerulli Report - Asset Management in Australia 2017: Burgeoning Appetite for Foreign Investment Themes

October 2017, Singapore