Custom Research
Objective research and analysis tailored to your unique business needs. Gain distinct market insights into your particular innovation with our custom research. At every step, Cerulli will ensure that your project is executed with precision and care.
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Consulting
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For additional information regarding Cerulli consulting services please submit the below form.
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Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Why Cerulli?
Delivering intelligent, actionable insight is in our DNA. For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence. Let our data, experience, and expertise set your business apart.
Proprietary Data
Cerulli’s proprietary survey data sourced from retail and high-net-worth investors, advisors, professional buyers, and institutions, coupled with bespoke data sets acquired through our custom survey capabilities, provide an invaluable quantitative foundation to a custom research project with Cerulli.
Customized Deliverable
Our team will work hand in hand with you to determine your target message, inputs, audience, and end-goals and work to construct the most impactful research deliverable to meet your objectives.
Marketing Support
We understand the importance of message amplification and offer marketing support for deliverable design, message positioning, press outreach, and event participation. Maximize your project’s exposure and audience reach with a partner aligned with your objectives.
Custom Research
Sample Projects
Take a look at our sample projects to explore the thought leadership topics we have delivered.
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Building a Team-Based Advisory Practice
Top-Performing Teams
Leveraging a team-based approach can provide financial advisors with scale, service differentiation, organic growth, and built-in succession opportunities.
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Opportunity to improve retirement confidence
401(k) Managed Accounts: A Misunderstood Value Proposition
This research explores the opportunity to improve retirement confidence through increased participant adoption of DC managed accounts.
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Personalization in Defined Contribution Plans
The Benefits of Personalization in Defined Contribution Plans
With an array of personalized financial services and providers from which to select, plan sponsors must determine which type of personalized solution(s) and which solutions provider(s) are the best fit for their plan participant base.
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Advisors and Alternative Investments
Adapting to Growing Private Markets: A Playbook for Practice Success
New research from Cerulli, Invesco, and Investments & Wealth Institute (IWI) finds that a strong private markets product lineup can help not only client outcomes, but also benefit an advisor’s practices; however, more product education is needed to drive greater adoption.
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Fund Domicile Selection
Fund Domicile Selection: Enabling Global Alternative Asset Growth
Cerulli’s white paper, sponsored by Guernsey Finance/We Are Guernsey, examines the increasingly important decision of where to domicile funds for non-U.S. investors.
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Direct Indexing
The Case for Direct Indexing: Differentiation in a Competitive Marketplace
Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
Cerulli White Papers
Cerulli uses compilations of existing data to create white papers and thought leadership for public distribution.
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Learn more about Cerulli's custom research offerings.