Practices: U.S. Product Development

U.S. Product Development

The Product Development practice focuses on trends related to asset managers’ product development and management, including:

  • Competitive analysis of financial products in the retail asset management industry
  • Assessing opportunity for product development across asset classes, strategies, and vehicles
  • Market sizing and projections of various retail investment products
  • Distribution and product positioning for investment products sold through financial advisors
  • Evaluation of emerging product trends to determine long-term viability

 


Annual Reports

Subscription # Titles Latest Release* Actions
The State of U.S. Retail and Institutional Asset Management 9 10/31/2018

$25,000

Order Now
U.S. Alternative Products and Strategies 8 9/19/2018

$19,000

Order Now
U.S. Subadvisory Markets 1 5/10/2018

$19,000

Order Now
U.S. Product Development 7 9/26/2017

$19,000

Order Now
U.S. Exchange-Traded Fund Markets 6 7/25/2017

$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. Environmental, Social, and Corporate Governance Investing 2017: Assessing True Client Demand for ESG Criteria 12/5/2017

$19,000

Order Now
U.S. Subadvisory Markets 2017: Building and Maintaining Distribution Partnerships 4/26/2017

$19,000

Order Now
U.S. Evolution of Passive and Strategic Beta Investing 2016: Opportunities for Asset Managers and Indexers 2/17/2016

$17,000

Order Now
U.S. Subadvisory Marketplace 2012 5/16/2012

$10,000

Order Now
Exchange-Traded Funds: Threat or Threatened? 11/15/2009

$6,000

Order Now

+ View More

Cerulli Edge

Product Title Latest Release Actions
U.S. 11/27/2018

$19,000

Order Now
U.S. Monthly Product Trends 11/19/2018

$9,500

Order Now

Cerulli Lodestar

Product Title Price
Investment Product Trends

$25,000

Launch Lodestar