Product Demand, Innovation, and Opportunity
U.S. Product Development
Develop a forward-looking approach to investment product development. This practice explores demand, distribution, and innovation across packaged investment vehicles, providing strategic insights for continuous expansion.
Practice Detail
Inform your product strategy. Cerulli’s U.S. Product Development practice explores demand, distribution, and innovation across packaged vehicles—mutual funds, exchange-traded fund (ETFs), bonds, alternative investments, and asset allocation models—to provide strategists and product development teams the insights needed for continuous expansion. Combined with the latest product management and new product development strategies across retail and institutional markets, this practice provides a forward-looking approach to product development.
Publications
- Annual report
- The Cerulli Edge
Our Experts
Meet the Team
They bring sharp analytical skills, deep product knowledge, and expertise to present opportunities for product development. Set your strategy apart with our product development team.
Sally Jin
Analyst
Bio →
Sally Jin
Analyst
Sally is a member of Cerulli's Product Development practice, providing data aggregation and analysis for the team across various investment vehicles, including mutual funds, ETFs, and alternative investments. As an associate analyst, Sally assists in the research and development of Cerulli’s cyclical market reports.
Prior to joining Cerulli, Sally interned at Breckinridge Capital Advisors, Bain Capital, and the New England Council. She graduated summa cum laude from Northeastern University with a Bachelor of Arts in International Affairs and minors in Psychology and Political Science.
Full biography here.
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan is co-head of Cerulli’s Product Development and Institutional practices.
The Product Development practice focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
The Institutional practice specializes in research and consulting related to institutional asset owners, including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations as well as third-party allocators including consultants and outsourced chief investment officers (OCIOs).
Full biography here.
Daniil Shapiro, CFA
Director
Bio →
Daniil Shapiro, CFA
Director
Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.
Full biography here.
Private Markets Technology Map
Map the Technology Providers Servicing Private Markets Strategy Distribution
Innovative tech solutions are reshaping how asset managers, wealth managers, and investors interact with private markets. Who are the players and how will they influence your approach to private market strategy distribution? Check out our latest map.
Participate
Engage in Our Research
Take part in the industry standard for research and consulting. Lend your perspective and receive the information your firm needs to capture market opportunity.
STRATEGIC CONSULTING AND CUSTOM RESEARCH
Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.