About Us > Research Process

All Cerulli research follows a consistent process that blends proprietary qualitative methodologies with data gathering via a proprietary survey engine. We consider our institutionalized research process, highlighted below, to be one of our greatest assets. Since 1994, this process has remained constant through changing conditions and has helped generate more than 250 large-scale reports—30 of which are released annually.

Agenda Process

Cerulli's annual agenda is determined by collective input from clients, Cerulli analysts, and our client service personnel. We meet year-round to shape our agenda and make it available for clients in the fall for their next year budgeting needs. In addition, cross-practice brainstorms are held for each Cerulli Report and each issue of The Cerulli Edge Editions, further integrating our corporate insight and data into specialty publications. Each Senior Analyst has full responsibility for all aspects of their report (6-7 months average), including researching, interviewing, writing, and presenting findings at Cerulli Events.

Quantitative Research Process

Dedicated personnel in Boston, Singapore, and London execute 50+ surveys each year to institutions and advisors worldwide via our proprietary survey engine that we created in 1995. Thousands of survey results are integrated with countless additional sources for further interpretation. With centralized data collection, we link findings from across practices and present a comprehensive view of the industry.


Click here for  available Cerulli surveys.

Qualitative Research Process

Cerulli analysts personally conduct more than 1,000 hour-long interviews annually via phone or in person. Our research covers over 20 countries globally. Report key findings are provided in exchange for participation. Interviews are anonymous and results are aggregated to protect individual and firm responses. The interviews are then archived in a powerful database for future internal use. Research participants (qualitative or quantitative) enjoy a direct relationship with Cerulli analysts.


Each Senior Analyst uses the above quantitative and qualitative findings to build the report. Our editors are involved in the process from the very beginning, to ensure content quality, and partnering with our internal proofreaders and designers to finalize the content and create the finished product.

Marketing and Client Service

Our client service team consists of marketing and account management personnel who help our clients navigate our research to find the best fit for their firm. They also help our clients package their research purchases for optimal pricing. Once research has been purchased, account managers are available to answer questions related to the research, and to provide access to our analysts as necessary.