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 Actions
U.S. Outsourced Chief Investment Officer 3

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U.S. Insurance General Accounts 4

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U.S. Institutional Marketing and Sales Organizations 1

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U.S. Institutional Markets 7

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U.S. Investment Consultants 4

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

Non-Annual Reports

Product Title Release Date Actions
U.S. Institutional Marketing and Sales Organizations 2018: Tactics and Resources to Get from RFP to Client Funding 8/22/2018

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U.S. Outsourced Chief Investment Officer Function 2016: Opportunities for Providers to Support Institutional Investors Across Client Segments 11/17/2016

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U.S. Institutional Custom Solutions 2016: The Rising Demand for Outcome-Oriented Client Strategies 7/14/2016

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Institutional Marketing and Sales Organizations 2015: Collaboration in a Changing Market 6/22/2015

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Institutional Custom Solutions 2015: The Drive Towards Objectives-Based Institutional Solutions 6/8/2015

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Cerulli Edge

Product Title Latest Release Actions
U.S. Institutional 10/8/2019

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