This quarterly publication analyzes the trends impacting financial advisors and product providers in the United States. This publication is built on proprietary data from annual surveys of more than 8,000 advisors across the wirehouse, bank, independent, regional, insurance, and registered investment advisor (RIA) channels.
The Cerulli Edge, our unique suite of twelve periodicals, provides our clients with ongoing access to our latest analysis and research on topics of interest to them. Subscribers receive a complete glossary of relevant terminology alongside these publications. The Edge is also available in Client Login.
Cerulli Edges are available by individual issue or annual subscription.
- Digital copy and hardcopy in color
- Distribution to up to 15 recipients
- Unlimited online firm-wide access
- Access to archived issues
- Exhibits in Excel
- Analyst support
This quarterly publication covers key trends impacting the institutional marketplace, which includes private and public pensions (DB and DC), endowments, foundations, insurance general accounts, and subadvisory. Each issue addresses topics critical to key institutional stakeholders, including asset managers, investment consultants, plan sponsors, and investment committees.
This quarterly publication provides timely insights into trends within the managed accounts industry, and is based on Cerulli’s Quarterly Managed Accounts Survey, which has been in circulation for more than 20 years. This publication addresses retail fee-based distribution opportunities for mutual funds, ETFs, and separate accounts.
This quarterly publication provides the latest product, marketing, distribution, sales, platform, and regulatory trends in the U.S. retirement marketplace, including public and private defined benefit and defined contribution markets, IRAs, and rollovers. Each issue addresses topics critical to firms competing for retirement dollars, including: asset managers, distributors, plan providers, and third-party vendors.
This monthly publication provides the latest trends and developments in the U.S. retail and institutional asset management marketplace. It provides in-depth analysis of marketing, product development and strategy, pricing, sales, distribution, market segmentation, and regulatory trends in the U.S. financial services industry.
This monthly publication provides regular and ongoing coverage of mutual funds and ETFs through the lens of retail third-party distribution in the U.S. It monitors AUM and flows across all asset classes and it offer insights and commentary on product trends.
This publication focuses on the behaviors, motivations, and decision criteria of investors across the full spectrum of age and wealth tiers. The publication provides timely insights into the preferences of U.S. households. It also provides strategic and tactical recommendations for asset managers, distributors, and other industry stakeholders.
This quarterly publication provides timely, insightful, and in-depth information on asset management and distribution trends in the Asian financial services industry. In circulation for more than 10 years, this publication is developed in Cerulli’s Singapore office by analysts based there and around the globe.
This monthly publication provides regular and ongoing coverage of local and crossborder mutual funds in the major Asian asset management markets. It monitors AUM and flows across all key asset classes, sectors, and markets, and includes insights and commentary on regional product trends.
This quarterly publication is for firms that require timely, insightful, and in-depth information on asset management and distribution trends in the European financial services industry. Coverage includes the major markets in Europe, including Italy, France, the United Kingdom, Ireland, Sweden, Spain, Belgium, Germany, Switzerland, and Luxembourg.
This monthly publication provides timely coverage of local and cross-border mutual funds and ETFs in the major European asset management markets. Generated from Cerulli’s London office, industry executives who subscribe use it to garner insights and commentary on regional product trends and obtain easy-to-read access to AUM and flows across all key asset classes, sectors, and markets. Regular country coverage includes: the United Kingdom, France, Germany, Italy, Spain, and Switzerland.
This monthly publication provides insight into the global asset management and financial services industry. Providing analysis of recent events and trends shaping over 40 asset marketplaces worldwide (positioned by both issue and topic), this publication provides a single source for in-depth analyses into retail and institutional asset management marketplaces.