Join the Collaborative
Cerulli’s Institutional Investors Research Collaborative
Cerulli’s Institutional Investors Research Collaborative (IIRC) provides asset owners—endowments and foundations, corporate defined benefit, public defined benefit, health and hospital systems, and insurance firms— the opportunity to share and learn from industry peers about the latest trends, ideas, and best practices shaping the institutional market. Together with Cerulli’s 30 years of deep industry knowledge, participation will arm you with intelligence, research, and data to validate investment-related recommendations presented to board and committee members.
![IIRC Hero image 031924](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/hero/standard/_modHeroStandard480w/IIRC_Hero_image_031924.jpg)
Participate in IIRC
Why IIRC?
Our Mission
Cerulli recognizes there are few opportunities for asset owners to share their perspectives on important industry topics away from asset managers, investment consultants, and service providers. Cerulli Associates is an independent source of important strategic information, providing unbiased insights on financial service industry trends for over 30 years.
BENEFITS
Why Participate?
Asset owners trust Cerulli’s Collaborative to gain critical industry intelligence, learn best practices from peer-driven engagement, and form better relationships with asset management and consultant partners.
![Strategy icon](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/columns/three/_mod3Col540w/strategy-icon.png)
Intellectual Capital
Cerulli Associates’ research expertise, combined with asset owner participation in IIRC, will offer a unique set of insights and information that can be used to make important decisions about your organization’s investment policies, asset allocation, and other decisions about your investable assets.
Peer-Driven Networking
Grow your relationships with industry peers. Cerulli’s in-person and virtual events are geared toward helping you foment stronger relationships and build best practices driven by peer engagement.
Access to Analysts
Meet with our team of industry experts. Share your unique professional perspectives while contributing to qualitative aspects of the survey process.
REWARDS
What Do You Receive?
![IIRC Survey mock 062723](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/columns/three/_mod3Col540w/IIRC_Survey_mock_062723.png)
Survey Benchmark Reports
See how your responses compare with those of other participants.
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Key Findings
Engaging 1-2 page documents summaries of survey results. These are easy to read and share within your organization.
![IIRC OCIO white paper mock](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/columns/three/_mod3Col540w/IIRC_OCIO-white-paper-mock.png)
White Papers
Reports on topics that matter to you, including insights into OCIO, ESG, asset allocation, investment product trends, and many more.
![IIRC web image commitment WIDE](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/columns/two/_mod2Col480w/IIRC-web-image-commitment_WIDE.jpg)
The Details
What is Your Commitment?
- Your participation is completely voluntary, there is no required time commitment for surveys, interviews, or in-person events.
- Cerulli will launch multiple surveys over the course of the year.
- There will be surveys that are very broad and some tailored to client types.
- Surveys will range in size and scope. We will tell you the number of questions and approximate time commitment up front. Time commitments typically range from between 10 – 30 minutes.
- Occasional interviews would be over Zoom approximately 30-45 minutes long. Your responses and comments will remain strictly anonymous.
- Virtual or in-person roundtables will be limited in size to have meaningful conversations
IS THIS FOR YOU?
Who Participates
Do you shape investment decisions at institutions? Do you want to understand how your peers are thinking about investment allocations, portfolio risk, and funding status? If so, we encourage you to join us.
Here to Help
Meet the Team
![Michele Giuditta, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0006_Michele-final4.jpg)
Michele Giuditta, CFA
Director
Bio →
![Michele Giuditta, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0006_Michele-final4.jpg)
Michele Giuditta, CFA
Director
Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.
Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.
Full biography here.
![Laura Levesque, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0010_Laura-Levesque-4.9.19.jpg)
Laura Levesque, CFA
Director
Bio →
![Laura Levesque, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0010_Laura-Levesque-4.9.19.jpg)
Laura Levesque, CFA
Director
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.
Full biography here.
![Gloria Pais](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/Gloria_420x420.jpg)
Gloria Pais
Analyst
Bio →
![Gloria Pais](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/Gloria_420x420.jpg)
Gloria Pais
Analyst
Gloria supports the firm’s institutional research efforts, assisting with data processing, analysis, and survey administration. She contributes to the production of multiple reports, as well as The Cerulli Edge—Institutional Edition. She supports the firm’s consulting efforts, advising clients on strategic initiatives and equipping them with tools needed to navigate the institutional asset management space. Gloria is currently a candidate for the CFA® Certificate in ESG Investing .
Gloria graduated from Salem State University with a degree in finance, where she worked on various strategic management team research reports focusing on conducting strategic group analysis and industry driving forces analysis.
Full biography here.
![Dhiego Ramalho](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_Diego.jpg)
Dhiego Ramalho
Research Analyst
Bio →
![Dhiego Ramalho](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_Diego.jpg)
Dhiego Ramalho
Research Analyst
As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.
Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.
Full biography here.
![Christopher Swansey](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0023_Chris-Swansey-4.9.19.jpg)
Christopher Swansey
Associate Director
Bio →
![Christopher Swansey](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0023_Chris-Swansey-4.9.19.jpg)
Christopher Swansey
Associate Director
Christopher is an associate director on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.
Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.
Full biography here.
![James Tamposi, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0012_Jack-Tamposi-4.9.19.jpg)
James Tamposi, CFA
Associate Director
Bio →
![James Tamposi, CFA](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_0012_Jack-Tamposi-4.9.19.jpg)
James Tamposi, CFA
Associate Director
James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.
Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.
Full biography here.
![Agnes Ugoji](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_Agnes_Ugoji-2.jpg)
Agnes Ugoji
Analyst
Bio →
![Agnes Ugoji](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/team/_modTeamMemberGrid/420x420_Agnes_Ugoji-2.jpg)
Agnes Ugoji
Analyst
Agnes is a member of Cerulli's Institutional team. As an analyst, she assists with data processing, analysis, and survey administration. She contributes to the production of the Institutional Sales and Marketing report as well as The Cerulli Edge—Institutional Edition.
Prior to joining Cerulli, Agnes interned at Loomis Sayles & Company and completed a fellowship with the Dartmouth College Investment Office. During the pandemic, she contributed to COVID-19 research and data production for the Dartmouth Institute for Health Policy and the International Organization for Migration.
Full biography here.
![IIRC web mock in circle 042224](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/mod/breakout/_modBreakout480w/IIRC-web-mock-in-circle_042224.png)
Complimentary Research
Featured Insights
The Outsourced Chief Investment Officer (OCIO) remains a niche area of the institutional marketplace yet continues to grow at a faster pace than the overall institutional space. Use our latest insights to understand why the OCIO model is expanding and the types of institutions that are adopting the model.
Explore
Featured Webinars
Hear from our institutional analysts across a variety of topics:
![Alts Webinar LP Grid](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/knowledge/grid/_knowledgeGridImage540x300/Alts-Webinar-LP-Grid.png)
October 2023
U.S. Alternative Investments: Defining Opportunities for Adoption
Explore the greatest opportunities for product development and distribution and gain practical knowledge into how managers can best position their lineup for greater retail adoption with the findings from this webinar.
![OCIO Webinar LP Grid Image](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/knowledge/grid/_knowledgeGridImage540x300/OCIO-Webinar-LP-Grid-Image.jpg)
April 2024
U.S. OCIO: Remapping Client Types and Investment Needs
Understanding the current and projected investment and service demands from OCIOs—and the institutions they serve—will become increasingly important to asset managers and other third-party providers seeking to win marketshare.
![2022 ESG webinar 1024x569](https://s3.us-east-1.amazonaws.com/cerulli-website-assets/images/knowledge/grid/_knowledgeGridImage540x300/2022_ESG_webinar_1024x569.jpg)
February 2022
Global Virtual Roundtable | 2022 Environmental, Social, and Governance Investing
Assess the state of the global environmental, social, and governance (ESG) market. This holistic overview offers an in-depth look at regional adoption, market sizing, and product and vehicle trends, as well as emerging themes across regions.
Have Questions?
Visit our FAQ page to learn more about IIRC and what you can expect as a member of the Collaborative.