The Cerulli Edge

Global

Connect with Global Asset Management and Financial Services Trends

  • Analyze key product development initiatives and distribution trends globally
  • Examine tactics managers are implementing to bolster revenue opportunities in periods of volatility
  • Uncover distribution challenges and opportunities globally
  • Evaluate the case for increased exposure to noncorrelated alternative investments for many investors
  • Weigh the impact of digital technology on fund distribution, client acquisition, and asset gathering across retail channels globally

$20,500

Global hero

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

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Explore this Publication

Get the perspective you need to enhance your knowledge and enrich your strategy. Providing analysis of recent events and trends shaping over 40 asset marketplaces worldwide, this publication provides a single source of coverage of the global retail and institutional asset management marketplaces. Each issue contains a monthly featured trend as well as updates on key developments in Asia, Europe, the United Kingdom, and the United States.

Monthly

Latest Issues

GE Dec

December 2023 — Thematic Investing/ESG Issue

Featuring:

  • ESG Funds Remain in Demand
Edge Images15

November 2023 — Exchange-Traded Fund Issue

Featuring:

  • A Bright Outlook for ETFs
GE Oct

October 2023 — Solutions Issue

Featuring:

  • Building Better
GE Sep

September 2023 — Growth Issue

Featuring:

  • A Wealth of Options for Growth
Edge Images6

August 2023 — Alternatives Issue

Featuring:

  • Growing Alternatives
GE July

July 2023 — Fixed-Income Issue

Featuring:

  • Fixed on Moving Forward
GE June

June 2023 — Distribution Issue

Featuring:

  • Technology Continues to Play a Key Role
GE May

May 2023 — Combined Effort Issue

Featuring:

  • Looking Further Afield
GE April 2023

April 2023 — Regulation Issue

Featuring:

  • Pros and Cons of Regulation
GE March 2023

March 2023 — End Investors Issue

Featuring:

  • Providing Solutions For End Investors
GE Feb 2023

February 2023 — Fund Selection Issue

Featuring:

  • All Change
GE Jan

January 2023 — Outlook Issue

Featuring:

  • What Now?

Our Experts

Meet the Team

Their collective regional and global insights have brought firms to innovation and expansion—securing better outcomes for individual players in the market and the industry at large. Explore how this team's combination of foresight and vision can take you to new markets, new investors, and new growth.

Brendan Powers, CFA

Brendan Powers, CFA

Director

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Brendan Powers, CFA

Brendan Powers, CFA

Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bio →

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

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