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. Institutional Marketing and Sales Organizations 1

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U.S. Outsourced CIO Function 2

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U.S. Institutional Markets 7

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U.S. Investment Consultants 3

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Insurance Asset Pools 1

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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. Insurance General Accounts 2018: Targeting Institutional Investment Opportunities 11/12/2018

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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. Investment Consultants 2017: Strategies for Engaging Partners, Competitors and Gatekeepers 6/22/2017

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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. Insurance Asset Pools 2016: Meeting the Investment Needs of the U.S. Insurance Industry 11/14/2016

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Cerulli Edge

Product Title Latest Release Actions
U.S. Institutional 7/8/2019

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