U.S. Institutional

Cerulli’s institutional practice provides comprehensive analysis of the U.S. institutional asset management industry, covering trends in defined benefit and defined contribution plans, insurance companies, endowments, foundations, healthcare organizations, and investment consultants. Areas of focus include: chief investment officer outsourcing (OCIO), use of alternatives, asset allocation trends and risk-factor approaches, request for proposal (RFP) teams, investment vehicle use, investment consulting and other third-party database teams, institutional use of multi-assetclass solutions, and emerging investment strategy trends.

Annual Reports

Subscription	# Titles	Latest Release*	Actions
U.S. Outsourced CIO Function	3	1/30/2019	$19,000 Order Now
North American Institutional Markets	8	12/4/2018	$19,000 Order Now
U.S. Institutional Marketing and Sales Organizations	1	8/22/2018	$19,000 Order Now
U.S. Investment Consultants	5	6/22/2017	$19,000 Order Now

* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title	Release Date	Actions
U.S. Insurance General Accounts 2018: Targeting Institutional Investment Opportunities	11/12/2018	$19,000 Order Now
U.S. Institutional Marketing and Sales Organizations 2018: Tactics and Resources to Get from RFP to Client Funding	8/22/2018	$19,000 Order Now
U.S. Investment Consultants 2017: Strategies for Engaging Partners, Competitors and Gatekeepers	6/22/2017	$19,000 Order Now
U.S. Outsourced Chief Investment Officer Function 2016: Opportunities for Providers to Support Institutional Investors Across Client Segments	11/17/2016	$17,000 Order Now
U.S. Insurance Asset Pools 2016: Meeting the Investment Needs of the U.S. Insurance Industry	11/14/2016	$17,000 Order Now
U.S. Institutional Custom Solutions 2016: The Rising Demand for Outcome-Oriented Client Strategies	7/14/2016	$17,000 Order Now
Institutional Marketing and Sales Organizations 2015: Collaboration in a Changing Market	6/22/2015	$17,000 Order Now
Institutional Custom Solutions 2015: The Drive Towards Objectives-Based Institutional Solutions	6/8/2015	$17,000 Order Now
Insurance General Accounts: Opportunities in an Underserved Market	6/26/2014	$15,000 Order Now
U.S. Insurance Asset Pools	6/26/2014	$19,000 Order Now
The Evolving Investment Consulting Industry and Business Model: Opportunities for Institutional Asset Managers	11/14/2013	$13,000 Order Now
Managing RFPs and Database Teams: Best Practices for People, Process, and Technology	9/17/2013	$13,000 Order Now
Institutional Markets 2011	11/30/2011	$15,000 Order Now
Institutional Products and Services	10/31/2010	$12,000 Order Now
Pension and Investment Consulting: Insight for Asset Managers in DB and DC	8/15/2008	$4,000 Order Now
Institutional Sales and Relationship Management	7/1/2007	$1,000 Order Now
U.S. Subadvisory Marketplace: Metrics for Strategic Assessment and Business Planning	12/1/2004	$250 Order Now

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Cerulli Edge

Product Title	Latest Release	Actions
U.S. Institutional	4/10/2019	$9,500 Order Now