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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

Saving the Dinosaurs: Industry Trends Threaten U.S. Broker/Dealer Structure

The Cerulli Edge - U.S. Edition, October 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

Cost Cutting is Not European Asset Managers' Top Priority

Firms with squeezed margins are opting to focus more on lucrative clients
The Cerulli Edge - Global Edition, October 2017 Issue

October 2017, London

CIT Use in U.S. DC Plans Ripe for Re-Evaluation

The Cerulli Report - U.S. Defined Contribution Distribution 2017: Re-Evaluating the Use of CITs in DC Plans

September 2017, Boston

Women in the U.S. More Likely to Run Financial Planning Practices Than Men

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

September 2017, Boston

U.S. Asset Managers Seek New Ways to Package and Distribute Actively Managed Products in Investment Models

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

September 2017, Boston

Need for Innovation as Wealth Grows

Managers in India will need to meet demand for product customization
The Cerulli Edge - Asian Monthly Product Trends Edition, September 2017 Issue

September 2017, Singapore

Indian Mutual Fund Industry Scales New Heights, Holds Long-Term Potential

Thrust on investor education and digital modes bodes well as product trends and regulations evolve
The Cerulli Report - Asset Management in India 2017: Targeting the Next Growth Phase

September 2017, Singapore

U.S. Advisors Being Pushed Away from Portfolio Construction and Toward Relationship-Building

The Cerulli Edge - U.S. Managed Accounts Edition, 3Q 2017 Issue

September 2017, Boston

In Advance of Potential Tax Reform, Two-Thirds of U.S. Retirement Savers Don't Understand Roth

The Cerulli Edge - U.S. Retirement Edition, 3Q 2017 Issue

September 2017, Boston

Long-Term Net Returns and Diversification Benefits Help U.S. Investors Remain Committed to Hedge Funds

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

September 2017, Boston

Growing Pains for Smart Beta Fixed-Income ETFs

European fund managers seeking to grow marketshare face considerable challenges
The Cerulli Edge - Global Edition, September 2017

 

September 2017, London

U.S. ETFs Surpassed the $3 Trillion Asset Mark for the First Time in July 2017

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

August 2017, Boston

Regulatory Developments Drive Shifts in Japanese Investor Appetites

While funds with monthly payouts are losing their dominance, interest in overseas investments is increasing
The Cerulli Edge - Asian Monthly Product Trends Edition, August 2017 Issue

August 2017, Singapore

Armed with Data, U.S. Distribution Teams are Upping their Game

The Cerulli Report - U.S. Intermediary Distribution 2017: Operating in a Data-Driven World

August 2017, Boston

Emerging Markets Active Funds Need to Justify Fees

European investors pile in, but insist on cheap access
The Cerulli Edge - European Monthly Product Trends Edition, August 2017 Issue

August 2017, London

Changing Fortunes of Europe's Convertible Bonds Set to Continue

Rising-interest-rate environment feeding demand
The Cerulli Edge - Europe Edition, 3Q 2017

August 2017, London

U.S. Advisor Reliance Peaks Among Those without College Degrees

The Cerulli Edge - U.S. Retail Investor Edition, 3Q 2017 Issue

August 2017, Boston

U.S. ETF Issuers Need to Address Mixed Messages About Positioning Strategic Beta in Portfolios

The Cerulli Report - U.S. Exchange-Traded Fund Markets 2017: Differentiating Strategies for Sustained Growth

July 2017, Boston

The Future is Bright for Asset Managers that Embrace Change

Global funds under management are increasing, although fee compression and the need for specialist advice are changing the complexion of the asset management sector
The Cerulli Report - Global Markets 2017: How to Succeed Internationally

July 2017, London

Revenue Pressures Top Concern Among U.S. Health and Hospital Investment Survey Respondents

The Cerulli Edge - U.S. Institutional Edition, 3Q 2017 Issue

July 2017, Boston

The Retail Advisor-Sold Channel is a Key Focus for Alternative Asset Managers in the U.S.

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

July 2017, Boston

DOL Rule Influencing Discretion: Many U.S. Sponsors Pushing Advisors to Use Home-Office Portfolios

The Cerulli Report - U.S. Managed Accounts 2017: Convergence and its Implications

June 2017, Boston