Press Releases
Exclusively for journalists: Please click the headlines below to receive the related press release and research key findings.
Please direct questions or inquiries to:
Media Relations
+1 617-437-0084
State-Registered Banks the Fastest Growing Bank Wealth Management Segment
Press Request - HNW 2013 #2 - State-Registered Banks the Fastest Growing Bank Wealth Management Segment
Press
State-Registered Banks the Fastest Growing Bank Wealth Management Segment
High-Net-Worth and Ultra-High-Net-Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth
Gatekeepers Anticipate Defined Benefit Plans Will Increase Alternative Investments over Next 12 Months
Press Request - IE 2Q 2014 - Gatekeepers Anticipate Defined Benefit Plans Will Increase Alternative Investments over Next 12 Months
Press
Gatekeepers Anticipate Defined Benefit Plans Will Increase Alternative Investments over Next 12 Months
The Cerulli Edge - Institutional Edition, 2Q 2014 Issue
Nearly 40% of Investors Indicate an Increased Need for Investment Advice
Press Request - RIAR 2013 #2 - Nearly 40% of Investors Indicate an Increased Need for Investment Advice
Press
Nearly 40% of Investors Indicate an Increased Need for Investment Advice
U.S. Retail Investor Advice Relationships 2013: Sorting Out the Winners and Losers
Advisor Migration Projected to Grow Independent Channels to 38% Asset Marketshare through 2016
Press Request: IQU PR#2
Press
Advisor Migration Projected to Grow Independent Channels to 38% Asset Marketshare through 2016
Intermediary Distribution 2013: Managing Sales Amid Industry Consolidation
Latin American Pension Industry Exceeds US$900 Billion in AUM
Press Request: LADD 2013 PR#2
Press
Latin American Pension Industry Exceeds US$900 Billion in AUM
Latin American Distribution Dynamics 2013: Closed Markets Begin to Mature and Open
Mega Advisor Teams Control 42% of the Advisory Marketshare
Press Request: 2Q 2014 AE
Press
Mega Advisor Teams Control 42% of the Advisory Marketshare
The Cerulli Edge - Advisor Edition, 2Q 2014 Issue
Salary Divergence - Foreign asset managers in Japan spend significantly more on salaries and bonuses than local asset managers
Press Request: Japan 2013 #3
Press
Salary Divergence - Foreign asset managers in Japan spend significantly more on salaries and bonuses than local asset managers
Asset Management in Japan 2013: Opportunities and Challenges for Foreign Managers
Regulation and the Evolving European Institutional Landscape - Rising to the challenge of solutions-driven investing
Press Request: GE April 2014
Press
Regulation and the Evolving European Institutional Landscape - Rising to the challenge of solutions-driven investing
The Cerulli Edge - Global Edition, April 2014 Issue
Worrying Disconnect - Asset managers are often not on the same page as gatekeepers on fund selection criteria
Press Request: Asian Fund Selector
Press
Worrying Disconnect - Asset managers are often not on the same page as gatekeepers on fund selection criteria
Asian Fund Selector: Conflicting Realities
Channels Less Taken - Asset managers across Asia look for new channels to boost mutual fund sales
Press Request: APE 2Q 2014
Press
Channels Less Taken - Asset managers across Asia look for new channels to boost mutual fund sales
The Cerulli Edge - Asia-Pacific Edition, 2Q 2014 Issue
Regulation Prompts Managers to Change Distribution Strategy
Press Request: EDD 2014
Press
Regulation Prompts Managers to Change Distribution Strategy
European Distribution Dynamics 2014: Responding to Change
Evolving with a Changing Asset Management Industry Spurred by readers and Cerulli's research engine, the Edge that almost wasn't celebrates its 200th issue
Press Request - USAME 4-2014 - Evolving with a Changing Asset Management Industry
Press
Evolving with a Changing Asset Management Industry Spurred by readers and Cerulli's research engine, the Edge that almost wasn't celebrates its 200th issue
The Cerulli Edge - U.S. Asset Management Edition - April 2014 Issue
Never Too Late- Global high-yield bonds gain popularity in Thailand, but retail investors so far sidelined
Press Request: AMPT March 2014
Press
Never Too Late- Global high-yield bonds gain popularity in Thailand, but retail investors so far sidelined
The Cerulli Edge - Asian Monthly Product Trends, March 2014 Issue
The Limitations of Being Unconstrained - European flexible bonds have nowhere to flow
Press Request - EMPT 3-2014 - The Limitations of Being Unconstrained
Press
The Limitations of Being Unconstrained - European flexible bonds have nowhere to flow
The Cerulli Edge - European Monthly Product Trends Edition - March 2014 Issue
Cerulli Projects that Target-Date Strategies will Capture Nearly 65% of 401(k) Contributions in 2018
Press Request - RE1Q2014 - Cerulli Projects that Target-Date Strategies will Capture Nearly 65% of 401(k) Contributions in 2018
Press
Cerulli Projects that Target-Date Strategies will Capture Nearly 65% of 401(k) Contributions in 2018
The Cerulli Edge - Retirement Edition - 1Q 2014 Issue
Alternative Asset Managers Investing in Peer-to-Peer Loan Market
Press Request: USMPT 3-2014 - Alternative Asset Managers Investing in Peer-to-Peer Loan Market
Press
Alternative Asset Managers Investing in Peer-to-Peer Loan Market
The Cerulli Edge - U.S. Monthly Product Trends Edition - March 2014 Issue
Salespeople in Asia Clinch Greater Proportion of Pay from Net Sales than US Peers - Customer relationship management (CRM) systems are one of the ways to measure sales, according to a survey of US, European, and Asian asset managers-and compensation based on sales varies significantly from one region to the next
Press Request - GMSO 2013 #2 - Salespeople in Asia Clinch Greater Proportion of Pay from Net Sales than US Peers
Press
Salespeople in Asia Clinch Greater Proportion of Pay from Net Sales than US Peers - Customer relationship management (CRM) systems are one of the ways to measure sales, according to a survey of US, European, and Asian asset managers-and compensation based on sales varies significantly from one region to the next
Global Marketing and Sales Organizations 2013: An Industry Road Map
U.S. Mutual Fund Product Development Tripled in Second Half of 2013
Press Request - PSQU 2013 #2 - U.S. Mutual Fund Product Development Tripled in Second Half of 2013
Press
U.S. Mutual Fund Product Development Tripled in Second Half of 2013
Products and Strategies 2013: The Changing Landscape of Product Development and Delivery
Cerulli Projects the Direct Retail Channel to Reach $5.9T in 2016
Press Request - RIPU 2013 #2 - Cerulli Projects the Direct Retail Channel to Reach $5.9T in 2016
Press
Cerulli Projects the Direct Retail Channel to Reach $5.9T in 2016
U.S. Retail Investor Product Use 2013: Impact of Change in Investor Risk Appetite
Insurers Open Up to External Managers for the Expertise They Lack - Insurance companies in Europe are outsourcing their assets as they seek to expand their investments outside core fixed income
Press Request - Euro Insurance 2014 - Insurers Open Up to External Managers for the Expertise They Lack
Press
Insurers Open Up to External Managers for the Expertise They Lack - Insurance companies in Europe are outsourcing their assets as they seek to expand their investments outside core fixed income
European Insurance Industry 2014: Allocators in a State of Flux
Traditional Broker/Dealers Adding Direct Platforms
Press Request - MAE 1Q-2014 - Traditional Broker/Dealers Adding Direct Platforms
Press
Traditional Broker/Dealers Adding Direct Platforms
The Cerulli Edge - Managed Accounts Edition - 1Q 2014 Issue
Diversified Asset Allocation Strategies Cement Place as UK's Most Popular DC Pension Default Funds, say Europe's Managers Asset managers foresee no let-up in the commanding position of diversified growth funds as the most popular default fund for UK defined contribution pension default funds
Press Request - Euro DC 2013 #2 - Diversified Asset Allocation Strategies Cement Place as UK's Most Popular DC Pension Default Funds, say Europe's Managers
Press
Diversified Asset Allocation Strategies Cement Place as UK's Most Popular DC Pension Default Funds, say Europe's Managers Asset managers foresee no let-up in the commanding position of diversified growth funds as the most popular default fund for UK defined contribution pension default funds
European Defined Contribution 2013: Winning with a Targeted Approach
Cerulli Estimates Variable Annuity Net New Sales Will Reach $22 billion by 2018
Press Request - INQU 2013 #2 - Cerulli Estimates Variable Annuity Net New Sales Will Reach $22 billion by 2018
Press
Cerulli Estimates Variable Annuity Net New Sales Will Reach $22 billion by 2018
Annuities and Insurance 2013: Balancing Shrinking Supply and Increasing Demand for Guarantees
Cerulli Predicts Independent and Dually Registered RIAs will Reach 26% Marketshare by 2016
Press Request - RIA 2013 #2 - Cerulli Predicts Independent and Dually Registered RIAs will Reach 26% Marketshare by 2016
Press
Cerulli Predicts Independent and Dually Registered RIAs will Reach 26% Marketshare by 2016
RIA Marketplace 2013: The Changing Landscape of a Maturing Industry
Asset Managers Show Reliance on Packaged Research Solutions
Press Request - USAME 3-2014 - Asset Managers Show Reliance on Packaged Research Solutions
Press
Asset Managers Show Reliance on Packaged Research Solutions
The Cerulli Edge - U.S. Asset Management Edition - March 2014 Issue
Nontraditional Fixed-Income Strategies Shined in 2013
Press Request - USMPT 2-2014 - Nontraditional Fixed-Income Strategies Shined in 2013
Press
Nontraditional Fixed-Income Strategies Shined in 2013
The Cerulli Edge - U.S. Monthly Product Trends Edition - February 2014 Issue
Down but Not Out - Europe's ETF Market is Staging a Comeback
Press Request - EMPT 2-2014 - Down but Not Out - Europe's ETF Market is Staging a Comeback
Press
Down but Not Out - Europe's ETF Market is Staging a Comeback
The Cerulli Edge - European Monthly Product Trends - February 2014 Issue
Lacks Byte - The upcoming online fund supermarket in Korea may find it hard to grab significant distribution marketshare
Press Request - AMPT 2-2014 - Lacks Byte
Press
Lacks Byte - The upcoming online fund supermarket in Korea may find it hard to grab significant distribution marketshare
The Cerulli Edge - Asian Monthly Product Trends Edition - February 2014 Issue
Cerulli Expects IRA Market Will Account for 35% of Total Retirement Market Assets by 2018
Press Request - RQU 2013 - Cerulli Expects IRA Market Will Account for 35% of Total Retirement Market Assets by 2018
Press
Cerulli Expects IRA Market Will Account for 35% of Total Retirement Market Assets by 2018
Retirement Markets 2013: Data & Dynamics of Employer-Sponsored Plans
Two-Way Street - European regulations mean additional costs and pressure to outsource
Press Request - EE 1Q 2014 - Two-Way Street - European regulations mean additional costs and pressure to outsource
Press
Two-Way Street - European regulations mean additional costs and pressure to outsource
The Cerulli Edge - Europe Edition - 1Q 2014 Issue
Asian Pensions Shift Onus of Investing to Individuals - Asset management firms that decide to take on this business will likely have to wait it out for scale
Press Request - IAMA 2013 #2 - Asian Pensions Shift Onus of Investing to Individuals
Press
Asian Pensions Shift Onus of Investing to Individuals - Asset management firms that decide to take on this business will likely have to wait it out for scale
Institutional Asset Management in Asia 2013: Partnering for (Out)Performance
Asset Managers Shifting Away from Salesforce Channelization - More than 50% of asset managers report moving away from organizing their salesforce by channel
Press Request - MSO 2013 - Asset Managers Shifting Away from Salesforce Channelization
Press
Asset Managers Shifting Away from Salesforce Channelization - More than 50% of asset managers report moving away from organizing their salesforce by channel
U.S. Product Marketing and Sales Organizations 2013: Supporting Distribution with a Multi-Faceted Marketing Plan
ETF Use Among RIAs Has Grown Nearly 27% Annually Over Past 5 Years
Press Request - RIA 2013 - ETF Use Among RIAs Has Grown Nearly 27% Annually Over Past 5 Years
Press
ETF Use Among RIAs Has Grown Nearly 27% Annually Over Past 5 Years
RIA Marketplace 2013: The Changing Landscape of a Maturing Industry
Separately Managed Accounts and Fund-of-One Investments Structures Continue to Gain Popularity
Press Request - Alts 2013 PR#3 - Separately Managed Accounts and Fund-of-One Investments Structures Continue to Gain Popularity
Press
Separately Managed Accounts and Fund-of-One Investments Structures Continue to Gain Popularity
Alternative Products and Strategies 2013: Identifying Enduring Opportunities in Complex Markets
IRAs Comprise Nearly Half of an Advisor's Book of Business
Press Request - USAME 2-2014 - IRAs Comprise Nearly Half of an Advisor's Book of Business
Press
IRAs Comprise Nearly Half of an Advisor's Book of Business
The Cerulli Edge - U.S. Asset Management Edition - February 2014 Issue
Europe's Fund Industry Is Not Bold Enough - Three good reasons to close or merge funds: performance, profitability, pointlessness
Press Request - GE 2-2014 - Europe's Fund Industry Is Not Bold Enough
Press
Europe's Fund Industry Is Not Bold Enough - Three good reasons to close or merge funds: performance, profitability, pointlessness
The Cerulli Edge - Global Edition - February 2014 Issue
New Cerulli Research Finds More than One-Third of Advisors Plan to Exit the Business within 10 Years
Press Request - AE 1Q 2014 - New Cerulli Research Finds More than One-Third of Advisors Plan to Exit the Business within 10 Years
Press
New Cerulli Research Finds More than One-Third of Advisors Plan to Exit the Business within 10 Years
The Cerulli Edge - Advisor Edition - 1Q 2014 Issue
Total Mutual Fund Assets Grew Nearly 20% in 2013, Strongest Growth in 4 Years
Press Request - USMPT 1-2014 - Total Mutual Fund Assets Grew Nearly 20% in 2013, Strongest Growth in 4 Years
Press
Total Mutual Fund Assets Grew Nearly 20% in 2013, Strongest Growth in 4 Years
The Cerulli Edge - U.S. Monthly Product Trends Edition - January 2014 Issue
Shot In the Arm - Japan's Newly Launched NISA Program Could Help Unlock the Investing Potential of a Younger Generation
Press Request - AMPT 1-2014 - Shot In the Arm
Press
Shot In the Arm - Japan's Newly Launched NISA Program Could Help Unlock the Investing Potential of a Younger Generation
The Cerulli Edge - Asian Monthly Product Trends Edition - January 2014 Issue
One Step Forward, Another Step Back - European Property Funds are Back on the Radar but Investor Sentiment is Mixed
Press Request - EMPT 1-2014 - One Step Forward, Another Step Back
Press
One Step Forward, Another Step Back - European Property Funds are Back on the Radar but Investor Sentiment is Mixed
The Cerulli Edge - European Monthly Product Trends Edition - January 2014 Issue
Opportunities Proliferate as Japanese Managers and Institutions Tap Into Overseas Expertise, a Report by NRI and Cerulli Associates Finds - Japanese firms are increasingly awarding investment mandates to foreign managers to cut costs and resolve gaps in back-office skills.
Press Request - Japan 2013 PR#2 - Opportunities Proliferate as Japanese Managers and Institutions Tap Into Overseas Expertise, a Report by NRI and Cerulli Associates Finds
Press
Opportunities Proliferate as Japanese Managers and Institutions Tap Into Overseas Expertise, a Report by NRI and Cerulli Associates Finds - Japanese firms are increasingly awarding investment mandates to foreign managers to cut costs and resolve gaps in back-office skills.
The Cerulli Report: Asset Management in Japan 2013: Opportunities and Challenges for Foreign Managers
OCIO Providers Expect Small- and Mid-Sized Clients to Drive Future Growth
Press Request - IE1Q2014 - OCIO Providers Expect Small- and Mid-Sized Clients to Drive Future Growth
Press
OCIO Providers Expect Small- and Mid-Sized Clients to Drive Future Growth
The Cerulli Edge - Institutional Edition - 1Q 2014 Issue
Cerulli Research Finds 43% of All Advisors are at or Approaching Retirement
Press Request - Cerulli Research Finds 43% of All Advisors are at or Approaching Retirement - AQU 2013
Press
Cerulli Research Finds 43% of All Advisors are at or Approaching Retirement
Advisor Metrics 2013: Understanding and Addressing a More Sophisticated Population
New Cerulli Research Finds U.S. HNW Investors Average More Than 4 Provider Relationships
Press Request - New Cerulli Research Finds U.S. HNW Investors Average More Than 4 Provider Relationships - HNW 2013
Press
New Cerulli Research Finds U.S. HNW Investors Average More Than 4 Provider Relationships
High-Net-Worth and Ultra-High-Net-Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management
Asian Institutions Lead Way into Alternatives - But the going is still slow in the region as alternatives capabilities are developed
Press Request - Asian Institutions Lead Way into Alternatives - APE 1Q 2014
Press
Asian Institutions Lead Way into Alternatives - But the going is still slow in the region as alternatives capabilities are developed
The Cerulli Edge - Asia Pacific Edition - 1Q 2014 Issue
Eyeing Growth, Firms Plan to Invest in Product, Distribution, and Technology in 2014
Press Request - Eyeing Growth, Firms Plan to Invest in Product, Distribution, and Technology in 2014 - USAME 1-2014
Press
Eyeing Growth, Firms Plan to Invest in Product, Distribution, and Technology in 2014
The Cerulli Edge - U.S. Asset Management Edition - January 2014 Issue
Bridging the Gap - Institutional managers set their sights on the fee conscious European retail investor
Press Request - Bridging the Gap - GE 1-14
Press
Bridging the Gap - Institutional managers set their sights on the fee conscious European retail investor
The Cerulli Edge - Global Edition - January 2014 Issue
Mutual Fund Assets Reach New High in November
Press Request - Mutual Fund Assets Reach New High in November - USMPT 12-13
Press
Mutual Fund Assets Reach New High in November
The Cerulli Edge - U.S. Monthly Product Trends Edition - December 2013 Issue
China's "Zombiefunds" - They should be liquidated, but asset managers keep them alive
Press Request - China's
Press
China's "Zombiefunds" - They should be liquidated, but asset managers keep them alive
The Cerulli Edge - Asian Monthly Product Trends Edition - December 2013 Issue
Advisors Rank Home-Office Research Team as Preferred Source of Support for Managed Account Platforms
Press Request - MAE 4Q 2013 - Advisors Rank Home-Office Research Team as Preferred Source of Support for Managed Account Platforms
Press
Advisors Rank Home-Office Research Team as Preferred Source of Support for Managed Account Platforms
The Cerulli Edge - Managed Accounts Edition - 4Q 2013 Issue
Money Market Mayhem - Death by European regulation and monetary policy
Press Request - Money Market Mayhem - EMPT 12-13
Press
Money Market Mayhem - Death by European regulation and monetary policy
The Cerulli Edge - European Monthly Product Trends Edition - December 2013 Issue
Cerulli Finds 60% of RIO Participants Are Not Prepared for Retirement
Press Request - Cerulli Finds 60% of RIO Participants Are Not Prepared for Retirement - RE 4Q 2013
Press
Cerulli Finds 60% of RIO Participants Are Not Prepared for Retirement
The Cerulli Edge - Retirement Edition - 4Q 2013 Issue
Closed-End Fund Managers Launched 18 New Funds in the First Half of 2013 - Cerulli research shows that 50% of closed-end fund managers plan to develop multistrategy products in the next 12 months
Press Request - PSQU 2013 - Closed-End Fund Managers Launched 18 New Funds in the First Half of 2013
Press
Closed-End Fund Managers Launched 18 New Funds in the First Half of 2013 - Cerulli research shows that 50% of closed-end fund managers plan to develop multistrategy products in the next 12 months
Products and Strategies 2013: The Changing Landscape of Product Development and Delivery
Cerulli Research Finds Nearly 25% of Households Aged 50-59 Are "Advice Opportunity" Households
Press Request - Cerulli Research Finds Nearly 25% of Households Aged 50-59 Are "Advice Opportunity" Households - RIAR 2013 PR#1
Press
Cerulli Research Finds Nearly 25% of Households Aged 50-59 Are "Advice Opportunity" Households
U.S. Retail Investor Advice Relationships 2013: Sorting Out the Winners and Losers
Funds Interrupted - Poor asset retention is a bane for European and Asian asset managers
Press Request - Funds Interrupted - GE 12-13
Press
Funds Interrupted - Poor asset retention is a bane for European and Asian asset managers
The Cerulli Edge - Global Edition - December 2013 Issue
NRI and Cerulli Associates Forecast US$680 Billion Boost to Japanese Investment Trusts in Next Five Years - The launch of tax-exempt Nippon Individual Savings Accounts (NISA) in 2014 is a significant factor for long-term wealth building
Press Request - NRI and Cerulli Associates Forecast US$680 Billion Boost to Japanese Investment Trusts in Next Five Years - Japan 2013 #1
Press
NRI and Cerulli Associates Forecast US$680 Billion Boost to Japanese Investment Trusts in Next Five Years - The launch of tax-exempt Nippon Individual Savings Accounts (NISA) in 2014 is a significant factor for long-term wealth building
Asset Management in Japan 2013: Opportunities and Challenges for Foreign Managers
RIAs Grew 8%, Other Advisory Channels Declined by More Than 1% between 2004 and 2012
Press Request - USAME 12-2013 - RIAs Grew 8%, Other Advisory Channels Declined by More Than 1% between 2004 and 2012
Press
RIAs Grew 8%, Other Advisory Channels Declined by More Than 1% between 2004 and 2012
The Cerulli Edge - U.S. Asset Management Edition, December 2013 Issue.
MPF Assets Continue to Grow Amid Unpopularity - Fund expense ratios in Hong Kong's compulsory retirement scheme lack clarity
Press Request - AMPT 11-2013
Press
MPF Assets Continue to Grow Amid Unpopularity - Fund expense ratios in Hong Kong's compulsory retirement scheme lack clarity
The Cerulli Edge - Asian Monthly Product Trends Edition - November 2013 Issue
ETF Asset Growth Hits Nearly 5% in October
Press Request - USMPT 11-2013 - ETF Asset Growth Hits Nearly 5% in October
Press
ETF Asset Growth Hits Nearly 5% in October
The Cerulli Edge - U.S. Monthly Product Trends Edition - November 2013 Issue
End to Europe's Bond Bonanza - Will equity income strategies fill the void?
Press Request - EMPT 11-2013 - End to Europe's Bond Bonanza
Press
End to Europe's Bond Bonanza - Will equity income strategies fill the void?
The Cerulli Edge - European Monthly Product Trends Edition - November 2013 Issue.
End to Europe's Bond Bonanza: Will equity income strategies fill the void?
Press Request: EMPT 11-2013 - End to Europe's Bond Bonanza
Press
End to Europe's Bond Bonanza: Will equity income strategies fill the void?
The Cerulli Edge - European Monthly Product Trends Edition - November 2013 Issue
Investment Consultants Expect OCIO Business to Comprise 18% of Assets in Three Years
Press Request - Investment Consulting 2013 - Investment Consultants Expect OCIO Business to Comprise 18% of Assets in Three Years
Press
Investment Consultants Expect OCIO Business to Comprise 18% of Assets in Three Years
The Evolving Investment Consulting Industry and Business Model: Opportunities for Institutional Asset Managers
Rollover Contributions Reached $321 Billion in 2012
Press Request - Retirement Investor 2013 - Rollover Contributions Reached $321 Billion in 2012
Press
Rollover Contributions Reached $321 Billion in 2012
Evolution of the Retirement Investor 2013: Influencing and Addressing Retirement Savings
Asian Institutions Breach US$10 Trillion in Assets in 2012; To Hit US$16 Trillion by 2017 - As assets grow, institutions' growing appetite for alternatives will help drive opportunities for external managers
Press Request - IAMA 2013 - Asian Institutions Breach US$10 Trillion in Assets in 2012
Press
Asian Institutions Breach US$10 Trillion in Assets in 2012; To Hit US$16 Trillion by 2017 - As assets grow, institutions' growing appetite for alternatives will help drive opportunities for external managers
Institutional Asset Management in Asia 2013: Partnering for (Out)Performance
Southern Comfort - International Fund Groups are Pushing into Spain and Italy with Renewed Vigor
Press Request - EE 4Q 2013 - Southern Comfort
Press
Southern Comfort - International Fund Groups are Pushing into Spain and Italy with Renewed Vigor
The Cerulli Edge - Europe Edition - 4Q 2013 Issue
Nearly 40% of RFP Groups have Implemented Organizational Changes and Anticipate Making Further Changes in Next 12 Months
Press Request - RFP 2013 - Nearly 40% of RFP Groups have Implemented Organizational Changes and Anticipate Making Further Changes in Next 12 Months
Press
Nearly 40% of RFP Groups have Implemented Organizational Changes and Anticipate Making Further Changes in Next 12 Months
Managing RFPs and Database Teams: Best Practices for People, Process, and Technology
Regulatory Changes Pushing Large Chinese Managers to Venture Overseas, Unlikely to Be Smooth Sailing for Most - Pockets of opportunity are emerging in Greater China for foreign managers to access aside from traditional JVs, but success remains to be seen
Press Request - China 2013 - Regulatory Changes Pushing Large Chinese Managers to Venture Overseas
Press
Regulatory Changes Pushing Large Chinese Managers to Venture Overseas, Unlikely to Be Smooth Sailing for Most - Pockets of opportunity are emerging in Greater China for foreign managers to access aside from traditional JVs, but success remains to be seen
Asset Management in China 2013: Exploring New Frontiers
Latin America Experiences Double-Digit Growth in Major Mutual and Pension Fund Markets
Press Request - LADD 2013 - Latin America Experiences Double-Digit Growth in Major Mutual and Pension Fund Markets
Press
Latin America Experiences Double-Digit Growth in Major Mutual and Pension Fund Markets
Latin American Distribution Dynamics 2013: Closed Markets Begin To Mature and Open
Nearly 50% of Asset Managers Expect to Hire Personnel to Support Alternative Investments
Press Request - USAME 11-2013 - Nearly 50% of Asset Managers Expect to Hire Personnel to Support Alternative Investments
Press
Nearly 50% of Asset Managers Expect to Hire Personnel to Support Alternative Investments
The Cerulli Edge - U.S. Asset Management Edition, November 2013 Issue.
European Pension Plan Risks Deterring Savers and Is Unsustainable, Managers Agree
Press Request - Euro DC 2013 - Press Release: European Pension Plan Risks Deterring Savers and Is Unsustainable, Managers Agree
Press
European Pension Plan Risks Deterring Savers and Is Unsustainable, Managers Agree
European Defined Contribution 2013: Winning with a Targeted Approach
Europe's Incredible Shrinking Pension Funds Landscape: Fewer pension funds may not be all bad for international asset managers
Press Request - EMPT 11-2013 - Europe's Incredible Shrinking Pension Funds Landscape
Press
Europe's Incredible Shrinking Pension Funds Landscape: Fewer pension funds may not be all bad for international asset managers
The Cerulli Edge - Global Edition - November 2013 Issue
Real Estate Private Equity among Most Requested Strategies in 2013
Press Request - USMPT 10-2013 - Real Estate Private Equity among Most Requested Strategies in 2013
Press
Real Estate Private Equity among Most Requested Strategies in 2013
The Cerulli Edge - U.S. Monthly Product Trends Edition - October 2013 Issue
Direct-to-Investor Assets Nearly Doubled Since 2008, Growth Outpaced Intermediated Investing
Press Request - RIPU 2013 - Direct-to-Investor Assets Nearly Doubled Since 2008, Growth Outpaced Intermediated Investing
Press
Direct-to-Investor Assets Nearly Doubled Since 2008, Growth Outpaced Intermediated Investing
U.S. Retail Investor Product Use 2013: Impact of Change in Investor Risk Appetite
Asian Ambition Threatens European UCITS Brand
Press Request - EMPT 10-2013 - Asian Ambition Threatens European UCITS Brand
Press
Asian Ambition Threatens European UCITS Brand
The Cerulli Edge - European Monthly Product Trends Edition - October 2013 Issue
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
Press Request - IE4Q 2013 - More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
Press
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
The Cerulli Edge - Institutional Edition - 4Q 2013 Issue
Bank Trust Departments to Increase Use of Third-Party Funds
Press Request - USAME 10-2013 - Bank Trust Departments to Increase Use of Third-Party Funds
Press
Bank Trust Departments to Increase Use of Third-Party Funds
The Cerulli Edge - U.S. Asset Management Edition - October 2013 Issue
Specialist Advisors Manage Double the Average Assets per Advisor
Press Request - AE 4Q 2013 - Specialist Advisors Manage Double the Average Assets per Advisor
Press
Specialist Advisors Manage Double the Average Assets per Advisor
The Cerulli Edge - Advisor Edition -4Q 2013 Issue
Calling All Younger Investors in Japan: Asset managers in Japan have to seek ways to attract new, younger investors to the mutual fund market
Press Request: APE 4Q 2013 - Calling All Younger Investors in Japan
Press
Calling All Younger Investors in Japan: Asset managers in Japan have to seek ways to attract new, younger investors to the mutual fund market
The Cerulli Edge - Asia-Pacific Edition - 4Q 2013 Issue
U.S. Alternative Mutual Fund Assets to Comprise Close to 14% in 10 Years
Press Request - Alts 2013 #2 - U.S. Alternative Mutual Fund Assets to Comprise Close to 14% in 10 Years
Press
U.S. Alternative Mutual Fund Assets to Comprise Close to 14% in 10 Years
Alternative Products and Strategies 2013: Identifying Enduring Opportunities in Complex Markets
Healthy Fund Flows Spur Frontier Market Fund Launches
Press Request - GE 10-2013 - Healthy Fund Flows Spur Frontier Market Fund Launches
Press
Healthy Fund Flows Spur Frontier Market Fund Launches
The Cerulli Edge - Global Edition - October 2013 Issue
European Fund Buyers Put High Price on Clarity, Survey Finds - Despite concerted moves by asset managers to change widespread, negative perceptions, Cerulli's research found transparency to be foremost in fund selectors' minds
Press Request - EFS 2013 #2 - European Fund Buyers Put High Price on Clarity, Survey Finds
Press
European Fund Buyers Put High Price on Clarity, Survey Finds - Despite concerted moves by asset managers to change widespread, negative perceptions, Cerulli's research found transparency to be foremost in fund selectors' minds
European Fund Selector 2013: Standing out in a Crowded Market
Global Asset Management Sales and Marketing Demands Central Coordination and Local Action - Senior employees at corporate headquarters seek to exert more control across all the firm's offices, while local teams hold on tight to their autonomy
Press Request - GMSO 2013 - Global Asset Managment Sales and Marketing Demands Central Coordination and Local Action
Press
Global Asset Management Sales and Marketing Demands Central Coordination and Local Action - Senior employees at corporate headquarters seek to exert more control across all the firm's offices, while local teams hold on tight to their autonomy
Global Marketing and Sales Organizations 2013: An Industry Road Map
Nontraditional Bond and Bank Loan Strategies Topped the List of Mutual Fund Flows in August
Press Request - USMPT 9-2013 - Nontraditional Bond and Bank Loan Strategies Topped the List of Mutual Fund Flows in August
Press
Nontraditional Bond and Bank Loan Strategies Topped the List of Mutual Fund Flows in August
The Cerulli Edge-U.S. Monthly Product Trends Edition - September 2013 Issue
Database Maintenance Increases as Managers Boost Exposure to Investors and Consultants
Press Request - RFP 2013 - Database Maintenance Increases as Managers Boost Exposure to Investors and Consultants
Press
Database Maintenance Increases as Managers Boost Exposure to Investors and Consultants
Managing RFPs and Database Teams: Best Practices for People, Process, and Technology
Tipping Point - Europe is Ripe for Conversion to the Smart Beta Cause
Press Request - EMPT 9-2013 - Tipping Point
Press
Tipping Point - Europe is Ripe for Conversion to the Smart Beta Cause
The Cerulli Edge - European Monthly Product Trends Edition - September 2013 Issue
Online Platforms Selling Money Market Funds Sprout in China - The mentality of managers is that it's better to try and fail than not to try at all
Press Request - AMPT 3Q2013 - Online Platforms Selling Money Market Funds Sprout in China
Press
Online Platforms Selling Money Market Funds Sprout in China - The mentality of managers is that it's better to try and fail than not to try at all
The Cerulli Edge - Asian Monthly Product Trends Edition - September 2013 Issue
Investment Consultants Focus on Retail - Another Distribution Channel for Asset Managers
Press Request - MAE 3Q 2013 - Investment Consultants Focus on Retail
Press
Investment Consultants Focus on Retail - Another Distribution Channel for Asset Managers
The Cerulli Edge - Managed Accounts Edition - 3Q 2013 Issue
New Cerulli Research Projects Advisor Headcount to Shrink Through 2017
Press Request - IQU 2013 - New Cerulli Research Projects Advisor Headcount to Shrink Through 2017
Press
New Cerulli Research Projects Advisor Headcount to Shrink Through 2017
Intermediary Distribution 2013: Managing Sales Amid Industry Consolidation
Strong Distribution Backing Key to Asset Gathering, Retention in Asia: Private banks encourage product innovation and attract larger volumes, while insurers often provide stickier flows through investment-linked products
Press Request - ADD 2013 - Strong Distribution Backing Key to Asset Gathering, Retention in Asia
Press
Strong Distribution Backing Key to Asset Gathering, Retention in Asia: Private banks encourage product innovation and attract larger volumes, while insurers often provide stickier flows through investment-linked products
Asian Distribution Dynamics 2013: Competing in a Dynamic Landscape
Equity Funds Continue to Lose Shine in Southeast Asia - Investors Show an Increased Appetite for More Conservative Products
Press Request - SEA 2013 - Equity Funds Continue to Lose Shine in Southeast Asia
Press
Equity Funds Continue to Lose Shine in Southeast Asia - Investors Show an Increased Appetite for More Conservative Products
Asset Management in Southeast Asia 2013: Gaining Breadth and Depth
Turning the Tide - Europe's "Product Agnostic" Fiduciaries Present a Potential Sales Opportunity
Press Request - GE 9-2013 - Turning the Tide
Press
Turning the Tide - Europe's "Product Agnostic" Fiduciaries Present a Potential Sales Opportunity
The Cerulli Edge - Global Edition - September 2013 Issue
Facing Financial Pressures, Insurance Companies Look to Non-Traditional Sources of Growth
Press Request - INQU 2013 - Facing Financial Pressures, Insurance Companies Look to Non-Traditional Sources of Growth
Press
Facing Financial Pressures, Insurance Companies Look to Non-Traditional Sources of Growth
Annuities and Insurance 2013: Balancing Shrinking Supply and Increasing Demand for Guarantees
Cerulli Finds 60% of DC Assets are Intermediated - Dedicated Wholesalers Key to Success
Press Request - RE 3Q2013 - Cerulli Finds 60% of DC Assets are Intermediated
Press
Cerulli Finds 60% of DC Assets are Intermediated - Dedicated Wholesalers Key to Success
The Cerulli Edge - Retirement Edition - 3Q 2013 Issue
Institutions Look to Hedge Funds for Risk Management and Diversification
Press Request - USAME-9-2013 - Institutions Look to Hedge Funds for Risk Management and Diversification
Press
Institutions Look to Hedge Funds for Risk Management and Diversification
The Cerulli Edge - U.S. Asset Management Edition - September 2013 Issue
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
Press Request - IE 4Q 2013 - More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
Press
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
The Cerulli Edge - Institutional Edition - 4Q 2013 Issue
Captive and Direct Channels Challenge Third-Party Dominance in Europe - The Rise in Affiliated and Institutional Channels' Share of the Cross-Border Funds Market Confounds Expectations
Press Request - EDD 2013 - Captive and Direct Channels Challenge Third-Party Dominance in Europe
Press
Captive and Direct Channels Challenge Third-Party Dominance in Europe - The Rise in Affiliated and Institutional Channels' Share of the Cross-Border Funds Market Confounds Expectations
European Distribution Dynamics 2013: Navigating a Fragmented Marketplace
More Trillion-Dollar Money Managers as Industry Consolidates - Brand, Balance Sheet, and Regulation Spur Consolidation with Consequences That are Mixed
Press Request - GMQU 2013 #2 - More Trillion-Dollar Money Managers as Industry Consolidates
Press
More Trillion-Dollar Money Managers as Industry Consolidates - Brand, Balance Sheet, and Regulation Spur Consolidation with Consequences That are Mixed
Global Markets 2013: Growth in a Flat World
Philippine Retail Fund Market Remains Tough to Crack - Regulatory Inertia Weighs, but There is Some Hope for Asset Managers on the Institutional Front
Press Request - AMPT 8-2013 - Philippine Retail Fund Market Remains Tough to Crack
Press
Philippine Retail Fund Market Remains Tough to Crack - Regulatory Inertia Weighs, but There is Some Hope for Asset Managers on the Institutional Front
The Cerulli Edge - Asian Monthly Product Trends Edition - August 2013 Issue
Fixed-Income Product Developers Focused on Unconstrained Bond Funds and Bank Loan Funds
Press Request - USMPT 8-2013 - Fixed-Income Product Developers Focused on Unconstrained Bond Funds and Bank Loan Funds
Press
Fixed-Income Product Developers Focused on Unconstrained Bond Funds and Bank Loan Funds
The Cerulli Edge - U.S. Monthly Product Trends Edition - August 2013 Issue
Tricks of the High-Yield Bond Trade - European Managers Emphasize Nimbleness and Use of Protection
Press Request - EMPT 8-2013 - Tricks of the High-Yield Bond Trade
Press
Tricks of the High-Yield Bond Trade - European Managers Emphasize Nimbleness and Use of Protection
The Cerulli Edge - European Monthly Product Trends - August 2013 Issue
UMA Programs Double Marketshare Since 2008
Press Request - Managed Accounts 2013 - UMA Programs Double Marketshare Since 2008
Press
UMA Programs Double Marketshare Since 2008
Managed Accounts 2013: Moving Toward a Single-Platform Environment
Centrally Managed Portfolios See Growth Spurt, Less Turnover for Managers
Press Request - USAME 8-2013 - Centrally Managed Portfolios See Growth Spurt, Less Turnover for Managers
Press
Centrally Managed Portfolios See Growth Spurt, Less Turnover for Managers
The Cerulli Edge - U.S. Asset Management Edition - August 2013 Issue
European Markets on the Mend - But Discipline is Required to Avoid Being Caught Out
Press Request - EE 3Q2013 - European Markets on the Mend
Press
European Markets on the Mend - But Discipline is Required to Avoid Being Caught Out
The Cerulli Edge - Europe Edition - 3Q 2013 Issue
Boutiques Bring Addressability to the RIA Space
Press Request - Boutiques 2013 - Boutiques Bring Addressability to the RIA Space
Press
Boutiques Bring Addressability to the RIA Space
Boutique Advisory Firms and RIAs: Balancing Scale and Independence for Top-Tier Advisors
Wealth of Opportunity - Even if less is outsourced, the rise in global sovereign wealth leaves plenty to address
Press Request - GE 8-2013 - Wealth of Opportunity
Press
Wealth of Opportunity - Even if less is outsourced, the rise in global sovereign wealth leaves plenty to address
The Cerulli Edge - Global Edition - August 2013 Issue
European Institutional Managers Failing to Meet Investors' Needs: More than one-third of respondents to Cerulli's proprietary survey of European managers said fiduciary management was negative for institutions making investment decisions
Press Request - EII 2013 - European Institutional Managers Failing to Meet Investors' Needs
Press
European Institutional Managers Failing to Meet Investors' Needs: More than one-third of respondents to Cerulli's proprietary survey of European managers said fiduciary management was negative for institutions making investment decisions
European Institutional Investor: Challenges, Conflicts, and Opportunities
Articulating Investment Philosophy the Key to the Gatekeepers- In Cerulli's most recent proprietary survey, two-thirds of European fund selectors rated investment philosophy as their most important selection criteria of third-party asset managers
Press Request - Euro Fund Selector 2013 - Articulating Investment Philosophy the Key to the Gatekeepers
Press
Articulating Investment Philosophy the Key to the Gatekeepers- In Cerulli's most recent proprietary survey, two-thirds of European fund selectors rated investment philosophy as their most important selection criteria of third-party asset managers
European Fund Selector 2013: Standing out in a Crowded Market
U.S. REITs Satisfy Japanese Appetite for Yield - High Returns Help to Drive Interest in Asset Class
Press Request - AMPT July 2013 - U.S. REITs Satisfy Japanese Appetite for Yield
Press
U.S. REITs Satisfy Japanese Appetite for Yield - High Returns Help to Drive Interest in Asset Class
The Cerulli Edge - Asian Monthly Product Trends Edition - July 2013 Issue.
Long/Short Credit Garnering Interest
Press Request - USMPT July - Long/Short Credit Garnering Interest
Press
Long/Short Credit Garnering Interest
The Cerulli Edge - U.S. Monthly Product Trends - July 2013 Issue
Going With the Flow - European managers brush off emerging market debt woes
Press Request - EMPT July - Going With the Flow
Press
Going With the Flow - European managers brush off emerging market debt woes
The Cerulli Edge-European Monthly Product Trends Edition - July 2013 Issue
Liquid Alternatives: Competition Intensifies with Alternative Managers Entering the Retail Space
Press Request - Alts 2013 - Liquid Alternatives
Press
Liquid Alternatives: Competition Intensifies with Alternative Managers Entering the Retail Space
Alternative Products and Strategies 2013: Identifying Enduring Opportunities in Complex Markets
Alternatives Managers Focus on Institutions
Press Request - IE 3Q 2013 - Alternatives Managers Focus on Institutions
Press
Alternatives Managers Focus on Institutions
The Cerulli Edge - Institutional Edition - 3Q 2013 Issue
Advisors Don't Understand ETF Liquidity
Press Request - USAME July - Advisors Don't Understand ETF Liquidity
Press
Advisors Don't Understand ETF Liquidity
The Cerulli Edge - U.S. Asset Management Edition - July 2013 Issue
Cerulli Estimates Bank Trust Assets Reached $2.3 trillion in 2012
Press Request - Cerulli Estimates Bank Trust Assets Reached $2.3 trillion in 2012 - AE 3Q 2013
Press
Cerulli Estimates Bank Trust Assets Reached $2.3 trillion in 2012
The Cerulli Edge - Advisor Edition - 3Q 2013 Issue
Making the Buy List - Global Fund Buyers are More Consistent in Their Approach to Selection, with a Deeper Understanding of Risk Concentrations and Overlap
Press Request - Making the Buy List - GE 7-2013
Press
Making the Buy List - Global Fund Buyers are More Consistent in Their Approach to Selection, with a Deeper Understanding of Risk Concentrations and Overlap
The Cerulli Edge - Global Edition - July 2013 Issue
Optimism Returns as Global Assets Set to Cross US$70.4 trillion in 2013 - The United States Powers Global Growth in Asset Management, as Top-Line Growth Masks an Unease with Tougher Times for Industry Profitability
Press Request - GMQU 2013 - Optimism Returns as Global Assets Set to Cross US$70.4 trillion in 2013
Press
Optimism Returns as Global Assets Set to Cross US$70.4 trillion in 2013 - The United States Powers Global Growth in Asset Management, as Top-Line Growth Masks an Unease with Tougher Times for Industry Profitability
Global Markets 2013: Growth in a Flat World
A Hong Kong-China Platform Creates More Buzz than Answers Authorities are so far only talking in very general terms, with no real shape or form about rules that might follow
Press Request - A Hong Kong-China Platform Creates More Buzz than Answers - APE 3Q 2013
Press
A Hong Kong-China Platform Creates More Buzz than Answers Authorities are so far only talking in very general terms, with no real shape or form about rules that might follow
The Cerulli Edge - Asia-Pacific Edition - 3Q 2013 Issue
Closed-End Fund IPOs Off to a Record Year
Press Request - Closed-End Fund IPOs Off to a Record Year - USMPT 7-2013
Press
Closed-End Fund IPOs Off to a Record Year
The Cerulli Edge -U.S. Monthly Product Trends Edition - June 2013 Issue
Mixed Asset Funds in Malaysia Draw Inflows for 15 Straight Months: Inflows to Continue, Helped by Investor Preference for Flexible Allocation and Regular Payouts
Press Request: AMPT June - Mixed Asset Funds in Malaysia Draw Inflows for 15 Straight Months
Press
Mixed Asset Funds in Malaysia Draw Inflows for 15 Straight Months: Inflows to Continue, Helped by Investor Preference for Flexible Allocation and Regular Payouts
The Cerulli Edge - Asian Monthly Product Trends Edition - June 2013 Issue
European Sales of Absolute Return Funds Buoyant but Patchy - Cross-border Asset Gathering is Still a Slog
Press Request - EMPT June 2013 - European Sales of Absolute Return Funds Buoyant but Patchy
Press
European Sales of Absolute Return Funds Buoyant but Patchy - Cross-border Asset Gathering is Still a Slog
The Cerulli Edge - European Monthly Product Trends Edition - June 2013 Issue
Investors Under Age 40 Lack Adequate Financial Advice
Press Request: RE 2Q 2013 - Investors Under Age 40 Lack Adequate Financial Advice
Press
Investors Under Age 40 Lack Adequate Financial Advice
The Cerulli Edge - Retirement Edition - 2Q 2013 Issue
Over Half of ETF Sponsors Plan to Develop Active Fixed-Income ETFs
Press Request: ETFs 2013 - Over Half of ETF Sponsors Plan to Develop Active Fixed-Income ETFs
Press
Over Half of ETF Sponsors Plan to Develop Active Fixed-Income ETFs
Exchange-Traded Fund Markets 2013: ETFs at a Crossroads-Assessing the Threats and Opportunities
Despite Challenges, Wirehouses Still Most Attractive Opportunity for Product Manufacturers
Press Request - USAME June 2013 - Despite Challenges, Wirehouses Still Most Attractive Opportunity for Product Manufacturers
Press
Despite Challenges, Wirehouses Still Most Attractive Opportunity for Product Manufacturers
The Cerulli Edge - U.S. Asset Management Edition - June 2013 Issue
European Managers Focus on Fresh Markets in Quest for Revenue - Many Fund Sellers, Poleaxed by Stagnant Flows, Have Turned to Institutional Clients
Press Request: EDD 2013 - European Managers Focus on Fresh Markets in Quest for Revenue
Press
European Managers Focus on Fresh Markets in Quest for Revenue - Many Fund Sellers, Poleaxed by Stagnant Flows, Have Turned to Institutional Clients
European Distribution Dynamics 2013: Navigating a Fragmented Marketplace
As Firms Look to Consolidate Platforms, Shelf Space Will Become More Competitive
Press Request: MAE 2Q 2013 - As Firms Look to Consolidate Platforms, Shelf Space Will Become More Competitive
Press
As Firms Look to Consolidate Platforms, Shelf Space Will Become More Competitive
The Cerulli Edge - Managed Accounts Edition - 2Q 2013 Issue
Strike While the Iron Is Hot: Global ETF Providers Seek Out New Areas of Demand
Press Request: The Cerulli Edge - Global Edition - June 2013 Issue - Strike While the Iron Is Hot
Press
Strike While the Iron Is Hot: Global ETF Providers Seek Out New Areas of Demand
The Cerulli Edge - Global Edition - June 2013 Issue
Regulators In Asia ex-Japan Seek To Level Playing Field - Larger Managers Likely to Weather Regulatory Storms and Stiffer Competition Better than Small Ones
Press Request: Asian Distribution Dynamics 2013 - Regulators In Asia ex-Japan Seek To Level Playing Field
Press
Regulators In Asia ex-Japan Seek To Level Playing Field - Larger Managers Likely to Weather Regulatory Storms and Stiffer Competition Better than Small Ones
Asian Distribution Dynamics 2013: Competing in a Dynamic Landscape
ETF AUM in Australia Hits Record Highs - Equity ETFs Dominate, but Money Market ETF a Standout
Press Request - The Cerulli Edge-Asian Monthly Product Trends Edition, May 2013 Issue - ETF AUM in Australia Hits Record Highs
Press
ETF AUM in Australia Hits Record Highs - Equity ETFs Dominate, but Money Market ETF a Standout
The Cerulli Edge - Asian Monthly Product Trends Edition - May 2013 Issue
Cerulli Expects More Boutiques as Wirehouse Erosion Continues
Press Request: Boutique Advisory Firms and RIAs - Cerulli Expects More Boutiques as Wirehouse Erosion Continues
Press
Cerulli Expects More Boutiques as Wirehouse Erosion Continues
Boutique Advisory Firms and RIAs: Balancing Scale and Independence for Top-Tier Advisors
Average ETF Allocation in Advisors' Client Portfolios Expected to Rise to 7.8% in 2013
Press Request - ETFs 2013 - Average ETF Allocation in Advisors' Client Portfolios Expected to Rise to 7.8% in 2013
Press
Average ETF Allocation in Advisors' Client Portfolios Expected to Rise to 7.8% in 2013
Exchange-Traded Fund Markets 2013: ETFs at a Crossroads-Assessing the Threats and Opportunities
Institutions Seek More Consistent Returns across Economic Environments
Press Request - USAME May 2013 - Institutions Seek More Consistent Returns across Economic Environments
Press
Institutions Seek More Consistent Returns across Economic Environments
The Cerulli Edge - U.S. Asset Management Edition - May 2013 Issue
Asset Managers Set to Expand Distribution Using CTFs over Next 2 Years
Press Request - The Cerulli Edge - U.S. Monthly Product Trends Edition, May 2013 Issue - Asset Managers Set to Expand Distribution Using CTFs over Next 2 Years
Press
Asset Managers Set to Expand Distribution Using CTFs over Next 2 Years
The Cerulli Edge - U.S. Monthly Product Trends Edition - May 2013 Issue
Cerulli Projects Continued Decline in Advisor Headcount
Press Request - AE 2Q 2013 - The Cerulli Edge - Advisor Edition
Press
Cerulli Projects Continued Decline in Advisor Headcount
The Cerulli Edge - Advisor Edition - 2Q 2013 Issue
European Investors Embrace Multi-Asset Income Funds - But What Lies Beneath This Increasingly Controversial Label?
Press Request - The Cerulli Edge-European Monthly Product Trends Edition, May 2013 Issue - European Investors Embrace Multi-Asset Income Funds
Press
European Investors Embrace Multi-Asset Income Funds - But What Lies Beneath This Increasingly Controversial Label?
The Cerulli Edge - European Monthly Product Trends Edition - May 2013 Issue
United in their Hunt for Yield and Risk-mitigation Strategies - Global Institutions Turn to Emerging Market Debt, Infrastructure, and Diversified Growth Funds
Press Request - GE May 2013 - United in their Hunt for Yield and Risk-mitigation Strategies
Press
United in their Hunt for Yield and Risk-mitigation Strategies - Global Institutions Turn to Emerging Market Debt, Infrastructure, and Diversified Growth Funds
The Cerulli Edge - Global Edition - May 2013 Issue
Targeting European Sales Opportunities: Mutual Fund Sales to Institutional Investors or via Private Bank and Platform Demand a Second Look
Press Request: The Cerulli Edge-Europe Edition, 2Q 2013 Issue: Targeting European Sales Opportunities
Press
Targeting European Sales Opportunities: Mutual Fund Sales to Institutional Investors or via Private Bank and Platform Demand a Second Look
The Cerulli Edge - Europe Edition - 2Q 2013 Issue
Managers and Consultants Transform Portfolio Construction Challenges into New Mandates
Press Request: The Cerulli Edge: Institutional Edition 2Q 2013 Issue - Managers and Consultants Transform Portfolio Construction Challenges into New Mandates
Press
Managers and Consultants Transform Portfolio Construction Challenges into New Mandates
The Cerulli Edge - Institutional Edition - 2Q 2013 Issue
RQFII ETFs in Hong Kong Hit a Bump: Strong Initial Flows Tarnished by Net Outflows in February
Press Request - The Cerulli Edge - Asian Monthly Product Trends Edition, April 2013 Issue - RQFII ETFs in Hong Kong Hit a Bump
Press
RQFII ETFs in Hong Kong Hit a Bump: Strong Initial Flows Tarnished by Net Outflows in February
The Cerulli Edge - Asian Monthly Product Trends Edition - April 2013 Issue
Drip-feeding Demand for Frontier Market Exposure: European Managers Consider the Commercial Practicalities of a Fund Launch
Press Request - The Cerulli Edge - European Monthly Product Trends - April 2013 Issue - Drip-feeding Demand for Frontier Market Exposure
Press
Drip-feeding Demand for Frontier Market Exposure: European Managers Consider the Commercial Practicalities of a Fund Launch
The Cerulli Edge - European Monthly Product Trends - April 2013 Issue
Asia Needs To Inno-wait: Asia's Innovative Funds Struggle to Retain Assets and Flows
Press Request: APE 2Q 2013 - Asia Needs To Inno-wait
Press
Asia Needs To Inno-wait: Asia's Innovative Funds Struggle to Retain Assets and Flows
The Cerulli Edge - Asia-Pacific Edition - 2Q 2013 Issue
Institutions Drive European Mutual Fund Growth: The Direct-to-Institutional Investor Channel Commandeers a Quarter of European Mutual Fund Assets
Press Request - EDD 2013 - Institutions Drive European Mutual Fund Growth: The Direct-to-Institutional Investor Channel Commandeers a Quarter of European Mutual Fund Assets
Press
Institutions Drive European Mutual Fund Growth: The Direct-to-Institutional Investor Channel Commandeers a Quarter of European Mutual Fund Assets
European Distribution Dynamics 2013: Navigating a Fragmented Marketplace
Nearly 50% of Advisors Incorporating a Tactical Strategy into Client Portfolios
Press Request - USAME April 2013 - Nearly 50% of Advisors Incorporating a Tactical Strategy into Client Portfolios
Press
Nearly 50% of Advisors Incorporating a Tactical Strategy into Client Portfolios
The Cerulli Edge - U.S. Asset Management Edition - April 2013 Issue
Multialternative Fund Growth Continues: Remarkable AUM Growth and Robust Flows Give Rise to Product Development Opportunities
Press Request: USMPT April 2013 - Multialternative Fund Growth Continues
Press
Multialternative Fund Growth Continues: Remarkable AUM Growth and Robust Flows Give Rise to Product Development Opportunities
The Cerulli Edge - U.S. Monthly Product Trends - April 2013 Issue
RIA Assets Expected to Account for Nearly One-Quarter of Industry Marketshare in 2014
Press Request -The Cerulli Report: State of the RIA Marketplace 2012 - RIA Assets Expected to Account for Nearly One-Quarter of Industry Marketshare in 2014
Press
RIA Assets Expected to Account for Nearly One-Quarter of Industry Marketshare in 2014
State of the RIA Marketplace 2012: Sizing, Product Trends, and Distribution Opportunities
Treasure Galleons of the Middle East - Sovereign Wealth Funds Trawl for Opportunities and Cast their Nets Wide
Press Request - GE April 2013 - Treasure Galleons of the Middle East
Press
Treasure Galleons of the Middle East - Sovereign Wealth Funds Trawl for Opportunities and Cast their Nets Wide
The Cerulli Edge - Global Edition - April 2013 Issue
Global Real Estate Funds Worthy of Focus - Global Real Estate Assets Jumped from $14.8 billion in 2008 to $40.3 billion as of January 2013
Press Request - MPT March 2013 - Global Real Estate Funds Worthy of Focus
Press
Global Real Estate Funds Worthy of Focus - Global Real Estate Assets Jumped from $14.8 billion in 2008 to $40.3 billion as of January 2013
The Cerulli Edge - U.S. Monthly Product Trends - March 2013 Issue
Cerulli's Latest Findings Cite Effective Distribution Support as Top Reason for Organizational Change
Press Request: Marketing & Sales Orgs 2012 #2 - Cerulli's Latest Findings Cite Effective Distribution Support as Top Reason for Organizational Change
Press
Cerulli's Latest Findings Cite Effective Distribution Support as Top Reason for Organizational Change
U.S. Retail Product Marketing & Sales Organizations 2012
U.S. Retail Direct Channel Shows Impressive Growth at the Expense of Advisor-Sold Channels
Press Request - RIPU 2012 #2 - U.S. Retail Direct Channel Shows Impressive Growth at the Expense of Advisor-Sold Channels
Press
U.S. Retail Direct Channel Shows Impressive Growth at the Expense of Advisor-Sold Channels
Retail Investor Product Usage 2012: Product Needs and Preferences of Investors Across the Wealth Spectrum
Separated DB Plan Participants on the Rise since 2004: Sweet Spot for Asset Managers Targeting Lump-Sum Distributions
Press Request - RE 1Q 2013 - Separated DB Plan Participants on the Rise since 2004
Press
Separated DB Plan Participants on the Rise since 2004: Sweet Spot for Asset Managers Targeting Lump-Sum Distributions
The Cerulli Edge - Retirement Edition - 1Q 2013 Issue
Asset Managers Increase Marketing and Compliance Staff Dedicated to Social Media Efforts: Social-Media-Dedicated Staff Increased by More Than 60% Between 2011 and 2012
Press Request - USAME March 2013 - Asset Managers Increase Marketing and Compliance Staff Dedicated to Social Media Effort
Press
Asset Managers Increase Marketing and Compliance Staff Dedicated to Social Media Efforts: Social-Media-Dedicated Staff Increased by More Than 60% Between 2011 and 2012
The Cerulli Edge - U.S. Asset Management Edition - March 2013 Issue
Are Advisors Recommending the Right Products? Clients Don't Think So
Press Request - MAE 1Q 2013 - Are Advisors Recommending the Right Products? Clients Don't Think So
Press
Are Advisors Recommending the Right Products? Clients Don't Think So
The Cerulli Edge - Managed Accounts Edition - 1Q 2013 Issue
Nearly 80% of Asset Managers Increasing Bank Trust Channel Resources
Press Request - HNW QU 2012 2 - Nearly 80% of Asset Managers Increasing Bank Trust Channel Resources
Press
Nearly 80% of Asset Managers Increasing Bank Trust Channel Resources
High-Net-Worth and Ultra-High-Net-Worth Markets 2012: Understanding Bank Trust Departments, Family Offices, Private Client Groups, and Other HNW Providers
RIA and Dually Registered AUM Increase by 13%, and 19% Respectively - Fastest Growing Channels
Press Request - Retail and Institutional Asset Management 2012 #2 - RIA and Dually Registered AUM Increase by 13%, and 19% Respectively
Press
RIA and Dually Registered AUM Increase by 13%, and 19% Respectively - Fastest Growing Channels
The State of U.S. Retail and Institutional Asset Management 2012: Addressing Professionally Managed Assets
Bell Tolls for Alternative Investment Funds: National differences are appearing as deadline for EU directive approaches
Press Request - GE March 2013 - Bell Tolls for Alternative Investment Funds
Press
Bell Tolls for Alternative Investment Funds: National differences are appearing as deadline for EU directive approaches
The Cerulli Edge - Global Edition - March 2013 Issue
Change Is the New Constant: How Global Managers Can Maximize Income From Their Defined Contribution Business
Press Request - Global DC - Change Is the New Constant: How Global Managers Can Maximize Income From Their Defined Contribution Business
Press
Change Is the New Constant: How Global Managers Can Maximize Income From Their Defined Contribution Business
Global Defined Contribution Pensions 2012: Identifying Market Opportunities
Business As Usual for German Open-End Property Funds
Press Request - EMPT March 2013 - Business As Usual for German Open-End Property Funds
Press
Business As Usual for German Open-End Property Funds
The Cerulli Edge - European Monthly Product Trends - March 2013 Issue
Record-breaking U.S. Mutual Fund Flows in January: Mutual fund flows were $86.6 billion in January, all asset classes gathered positive flows
Press Request - MPT February 2013 - Record-breaking U.S. Mutual Fund Flows in January
Press
Record-breaking U.S. Mutual Fund Flows in January: Mutual fund flows were $86.6 billion in January, all asset classes gathered positive flows
The Cerulli Edge - U.S. Monthly Product Trends - February 2013 Issue
Trigger Funds Draw a Crowd in Thailand : A Rising Thai Stock Market Spawns Funds with Automatic Redemption when Target Returns are Met
Press Request - AMPT February 2013 - Trigger Funds Draw a Crowd in Thailand
Press
Trigger Funds Draw a Crowd in Thailand : A Rising Thai Stock Market Spawns Funds with Automatic Redemption when Target Returns are Met
The Cerulli Edge - Asian Monthly Product Trends Edition - February 2013 Issue
Cerulli Finds More Than 60% of Investors Don't Know How Their Providers are Paid
Press Request - RIPR 2012 #2 - Cerulli Finds More Than 60% of Investors Don't Know How Their Providers are Paid
Press
Cerulli Finds More Than 60% of Investors Don't Know How Their Providers are Paid
Retail Investor Advice Relationships 2012: Meeting Investor Needs Post-Crisis
Nordic Stars Shine Bright: Opportunities Unfurling in Retail Distribution, but Institutional Mandates are the Main Prize.
Press - EE1Q 2013 - Nordic Stars Shine Bright
Press
Nordic Stars Shine Bright: Opportunities Unfurling in Retail Distribution, but Institutional Mandates are the Main Prize.
The Cerulli Edge - Europe Edition - 1Q 2013 Issue
Hands-Off Foreign JVs Raise More Assets in China: Sino-foreign joint ventures with silent foreign partners raise RMB2.9 billion per IPO while JVs with active partners only raise RMB0.8 billion.
Press Request: China 2012 #2 - Press Release: Hands-Off Foreign JVs Raise More Assets in China
Press
Hands-Off Foreign JVs Raise More Assets in China: Sino-foreign joint ventures with silent foreign partners raise RMB2.9 billion per IPO while JVs with active partners only raise RMB0.8 billion.
Asset Management in China 2012: A Five-Year View, 2012-2016
Investment Consultants See Growth Potential in Outsourcing Portfolio Management
Press Request - IE 1Q 13 - Investment Consultants See Growth Potential in Outsourcing Portfolio Management
Press
Investment Consultants See Growth Potential in Outsourcing Portfolio Management
The Cerulli Edge - Institutional Edition - 1Q 2013 Issue
Managers Adapt as Digital Revolution Gathers Pace: Digital media straddles borders and builds bridges-even the Pope uses it-but how pivotal is it to global asset managers' sales and marketing strategies?
Press Request - Global MSO 2012 #2 - Managers Adapt as Digital Revolution Gathers Pace
Press
Managers Adapt as Digital Revolution Gathers Pace: Digital media straddles borders and builds bridges-even the Pope uses it-but how pivotal is it to global asset managers' sales and marketing strategies?
Global Marketing and Sales Organizations 2012
Annual IRA Rollovers to Surpass $450 Billion by 2017
Press Request: Evolution of the Retirement Investor 2012 - Annual IRA Rollovers to Surpass $450 Billion by 2017
Press
Annual IRA Rollovers to Surpass $450 Billion by 2017
Evolution of the Retirement Investor 2012: Understanding 401(k) Participant Dynamics and Trends in Rollover and Retirement Income
Access to Advice a Recurring Issue
Press Request: GE February - Access to Advice a Recurring Issue
Press
Access to Advice a Recurring Issue
The Cerulli Edge - Global Edition - February 2013 Issue
Despite Challenges, 50% of Managers Believe There Are Opportunities to Raise New Assets in Closed-End Funds: New initial public offerings raised $12.8 billion in 2012
Press - PSQU 2013 #2 - Despite Challenges, 50% of Managers Believe There Are Opportunities to Raise New Assets in Closed-End Funds
Press
Despite Challenges, 50% of Managers Believe There Are Opportunities to Raise New Assets in Closed-End Funds: New initial public offerings raised $12.8 billion in 2012
Retail Products and Strategies 2012: Formulating a Product Line Strategy in a New Era
Pent-Up Demand for Cross-border Vehicles from Latin American Institutions
Press Request: LADD 2012 #2 - Pent-Up Demand for Cross-border Vehicles from Latin American Institutions
Press
Pent-Up Demand for Cross-border Vehicles from Latin American Institutions
Latin American Distribution Dynamics 2012: Exploring Institutional Opportunities for Global Asset Managers
New Cerulli Research Finds Households More Likely to Make Transactions in the Five Years After Retirement, Than in the Five Years Before
Press Request: USAME Feb 2013 - New Cerulli Research Finds Households More Likely to Make Transactions in the Five Years after Retirement, Than in the Five Years Before
Press
New Cerulli Research Finds Households More Likely to Make Transactions in the Five Years After Retirement, Than in the Five Years Before
The Cerulli Edge - U.S. Asset Management Edition - February 2013 Issue
Cerulli Finds Investors Have More Trust in Advisors Than in Financial Firms Overall
Press Request - AE 1Q 13 - Cerulli Finds Investors Have More Trust in Advisors Than in Financial Firms Overall
Press
Cerulli Finds Investors Have More Trust in Advisors Than in Financial Firms Overall
The Cerulli Edge - Advisor Edition - 1Q 2013 Issue
Global Distributors at a Crossroads in Latin America
Press Request: Latin PC 12- Global Distributors at a Crossroads in Latin America
Press
Global Distributors at a Crossroads in Latin America
Trends in the Latin American Private Client Marketplace 2012
Global Funds Make Waves as Equity Tide Turns
Press Request: EMPT January 2013 - Global Funds Make Waves as Equity Tide Turns
Press
Global Funds Make Waves as Equity Tide Turns
The Cerulli Edge - European Monthly Product Trends - January 2013 Issue
Managers Developing New Products to Address Market Volatility and Income Demand in Wake of Recordbreaking Fixed-Income Flows
Press Request: USMPT Jan 2013 - Managers Developing New Products to Address Market Volatility and Income Demand in Wake of Recordbreaking Fixed-Income Flows
Press
Managers Developing New Products to Address Market Volatility and Income Demand in Wake of Recordbreaking Fixed-Income Flows
The Cerulli Edge - U.S. Monthly Product Trends Edition - January 2013 Issue
Mixed Asset Funds Gain Traction: Hong Kong, Singapore among markets to see net inflows for 2012 through November
Press Request: AMPT Jan 2013 - Mixed Asset Funds Gain Traction
Press
Mixed Asset Funds Gain Traction: Hong Kong, Singapore among markets to see net inflows for 2012 through November
The Cerulli Edge - Asian Monthly Product Trends - January 2013 Issue
New Cerulli Research Finds Dually Registered Channel Growth Largest in Assets and Advisors
Press Request: AQU 2012 - New Cerulli Research Finds Dually Registered Channel Growth Largest in Assets and Advisors
Press
New Cerulli Research Finds Dually Registered Channel Growth Largest in Assets and Advisors
Advisor Metrics 2012: Behaviors, Preferences, and Channel Movement
Public and Private Defined Contribution Assets Expected to Reach $7.3 Trillion by 2017
Press Request: RQU 2012 - Public and Private Defined Contribution Assets Expected to Reach $7.3 Trillion by 2017
Press
Public and Private Defined Contribution Assets Expected to Reach $7.3 Trillion by 2017
U.S. Retirement Markets 2012: Market Sizing, Projections, and Segmentation of Public and Private DB and DC
Game Plans for Growth in Times of Global Austerity
Press Request: GE January - Game Plans for Growth in Times of Global Austerity
Press
Game Plans for Growth in Times of Global Austerity
The Cerulli Edge - Global Edition - January 2013 Issue
New Cerulli Research Finds Client Service, Useful Website, and Brand Most Important Factors in Advisors' Choice of Manager
Press Request: USAME Jan 13 - New Cerulli Research Finds Client Service, Useful Website, and Brand Most Important Factors in Advisors' Choice of Manager
Press
New Cerulli Research Finds Client Service, Useful Website, and Brand Most Important Factors in Advisors' Choice of Manager
The Cerulli Edge - U.S. Asset Management Edition - January 2013 Issue
Recordkeeper Search Activity Expected to Increase, but Most RFPs Will Only Serve to Benchmark Pricing
Press Request: Large & Mega 12 2 - Recordkeeper Search Activity Expected to Increase, but Most RFPs Will Only Serve to Benchmark Pricing
Press
Recordkeeper Search Activity Expected to Increase, but Most RFPs Will Only Serve to Benchmark Pricing
State of Large and Mega Defined Contribution Plans 2012
Cerulli Reports Increased Interest in Environmental, Social, and Governance Investing (ESG) and Not Just Among Non-Profits
Press Request: Institutional Markets 2012 #2 - Cerulli Reports Increased Interest in Environmental, Social, and Governance Investing (ESG) and Not Just Among Non-Profits
Press
Cerulli Reports Increased Interest in Environmental, Social, and Governance Investing (ESG) and Not Just Among Non-Profits
U.S. Institutional Markets 2012: Implementing Effective Sales, Service, and Product Strategies
Asia's Mutual Funds Are Still More Viable than ETFs: Asia ex-Japan's exchange-traded funds (ETFs) are less likely to raise large assets from innovation than mutual funds.
Press Request: APE 1Q 13 - Asia's Mutual Funds Are Still More Viable than ETFs
Press
Asia's Mutual Funds Are Still More Viable than ETFs: Asia ex-Japan's exchange-traded funds (ETFs) are less likely to raise large assets from innovation than mutual funds.
The Cerulli Edge - Asia-Pacific Edition - 1Q 2013 Issue
Taiwan's High-Yield Bond Funds Suffer Higher Churn: Only three of nine new funds retained or grew assets after the initial public offer lock-up period.
Press Request: AMPT Dec 2012 - Taiwan's High-Yield Bond Funds Suffer Higher Churn
Press
Taiwan's High-Yield Bond Funds Suffer Higher Churn: Only three of nine new funds retained or grew assets after the initial public offer lock-up period.
The Cerulli Edge - Asian Monthly Product Trends Edition - December 2012 Issue
Shifting Sales Strategies Cause Asset Managers to Focus on Value-Add Programs
Press Request: MPT December 2012 - Shifting Sales Strategies Cause Asset Managers to Focus on Value-Add Programs
Press
Shifting Sales Strategies Cause Asset Managers to Focus on Value-Add Programs
The Cerulli Edge - U.S. Monthly Product Trends - December 2012 Issue
European Managers Capitalize on Emerging Markets Dividend Opportunities
Press Request: EMPT Dec 2012 - European Managers Capitalize on Emerging Markets Dividend Opportunities
Press
European Managers Capitalize on Emerging Markets Dividend Opportunities
The Cerulli Edge - European Monthly Product Trends - December 2012 Issue
Cerulli's Latest Research Finds Advisors Grossly Underestimate Investors' Direct Account Ownership
Cerulli Press Request: RIPR 2012 - Cerulli's Latest Research Finds Advisors Grossly Underestimate Investors' Direct Account Ownership
Press
Cerulli's Latest Research Finds Advisors Grossly Underestimate Investors' Direct Account Ownership
Retail Investor Advice Relationships 2012: Meeting Investor Needs Post-Crisis
New Cerulli Research Finds Promoting Brand Top Reason Asset Managers Use Social Media
Press Request - MSO 2012 - New Cerulli Research Finds Promoting Brand Top Reason Asset Managers Use Social Media
Press
New Cerulli Research Finds Promoting Brand Top Reason Asset Managers Use Social Media
U.S. Retail Product Marketing and Sales Organizations 2012: Maximizing Distribution Success with an Effective Sales and Marketing Strategy
Direct Broker/Dealers and Third-Party Vendors Hold Most Managed Account Assets
Press Request: MAE 4Q - Direct Broker/Dealers and Third-Party Vendors Hold Most Managed Account Assets
Press
Direct Broker/Dealers and Third-Party Vendors Hold Most Managed Account Assets
The Cerulli Edge - Managed Accounts Edition - 4Q 2012 Issue
Cerulli Research Shows Adoption of Institutional Vehicles Among Defined Contribution Plans is Slow
Press Request: RE 4Q - Cerulli Research Shows Adoption of Institutional Vehicles Among Defined Contribution Plans is Slow
Press
Cerulli Research Shows Adoption of Institutional Vehicles Among Defined Contribution Plans is Slow
The Cerulli Edge - Retirement Edition - 4Q 2012 Issue
China's Largest Asset Managers Can Compete Internationally in Five Years: Three to five years from now, China's biggest fund houses will have revenues from outside Greater China, operations closer to par with international best practices, and possibly fewer competitors as smaller firms could merge.
Press Request: China 2012 - China's Largest Asset Managers Can Compete Internationally in Five Years
Press
China's Largest Asset Managers Can Compete Internationally in Five Years: Three to five years from now, China's biggest fund houses will have revenues from outside Greater China, operations closer to par with international best practices, and possibly fewer competitors as smaller firms could merge.
Asset Management in China 2012: A Five-Year View, 2012 - 2016
Multiple Family Offices' AUM Increased 68% Between 2007 and 2011 to $770 Billion
Press Request: USAME December - Multiple Family Offices' AUM Increased 68% Between 2007 and 2011 to $770 Billion
Press
Multiple Family Offices' AUM Increased 68% Between 2007 and 2011 to $770 Billion
The Cerulli Edge - U.S. Asset Management Edition - December 2012 Issue
Profit Squeeze: Global fund groups underestimating the cost of regulatory compliance
Press Request: GE December - Profit Squeeze
Press
Profit Squeeze: Global fund groups underestimating the cost of regulatory compliance
The Cerulli Edge - Global Edition - December 2012 Issue
Asia ex-Japan's Mutual Fund Assets to Breach US$1 Trillion at End-2012: Assets under management are projected to continue growing to US$1.5 trillion in 2016, but the main retail distribution channel is narrowing and fragmenting.
Press Request: Asian Distribution Dynamics 2012 - Asia ex-Japan's Mutual Fund Assets to Breach US$1 Trillion at End-2012
Press
Asia ex-Japan's Mutual Fund Assets to Breach US$1 Trillion at End-2012: Assets under management are projected to continue growing to US$1.5 trillion in 2016, but the main retail distribution channel is narrowing and fragmenting.
Asian Distribution Dynamics 2012: Surviving the Distribution Squeeze
IRA Assets Reach $5 Trillion in First Quarter of 2012, Cerulli Expects 60% increase by 2017
Press Request: IRP 2012 - IRA Assets Reach $5 Trillion in First Quarter of 2012, Cerulli Expects 60% increase by 2017
Press
IRA Assets Reach $5 Trillion in First Quarter of 2012, Cerulli Expects 60% increase by 2017
Volatility Busters: European Diversified Growth Funds
Press Request: EMPT November - Volatility Busters: European Diversified Growth Funds
Press
Volatility Busters: European Diversified Growth Funds
Asian Institutional Assets Face Profitability Squeeze
Press Request: Institutional Asset Management in Asia 2012 - Asian Institutional Assets Face Profitability Squeeze
Press
Asian Institutional Assets Face Profitability Squeeze
Niche strategy managers will prosper while general strategy managers will mostly struggle in future.
Hong Kong Pension Scheme's Top Performers Are North American Equities
Press Request: AMPT November 2012 - Hong Kong Pension Scheme's Top Performers Are North American Equities
Press
Hong Kong Pension Scheme's Top Performers Are North American Equities
But recent outstanding performance has not translated into assets.
Firms with More Than $1 Billion in Assets Driving RIA Channel Growth, According to New Cerulli Report
Press Request: RIA 2012 - Firms with More Than $1 Billion in Assets Driving RIA Channel Growth, According to New Cerulli Report
Press
Firms with More Than $1 Billion in Assets Driving RIA Channel Growth, According to New Cerulli Report
Emerging Markets Top Asset Managers' Product Development
Press Request: MPT Nov 12 - Emerging Markets Top Asset Managers' Product Development
Press
Emerging Markets Top Asset Managers' Product Development
Accent on Yield and Active Management
Press Request: EE 4Q - Accent on Yield and Active Management
Press
Accent on Yield and Active Management
Global strategies and known returns dominate European product design
Cerulli Data Shows Addressable U.S. Assets Increased 2.3% in 2011
Press Request: RIAM 2012 - Cerulli Data Shows Addressable U.S. Assets Increased 2.3% in 2011
Press
Cerulli Data Shows Addressable U.S. Assets Increased 2.3% in 2011
401(k) is the largest channel at $3.0 trillion, many other notable opportunities for asset managers
Addition of Portfolio Specialists a Growing Trend
Press Request: USAME November - Addition of Portfolio Specialists a Growing Trend
Press
Addition of Portfolio Specialists a Growing Trend
50% of asset managers will hire a portfolio specialist within the next 12 months
Passive Mutual Fund Assets Increase 95% Since 2008
Press Request: PSQU 2012 - Passive Mutual Fund Assets Increase 95% Since 2008
Press
Passive Mutual Fund Assets Increase 95% Since 2008
Assets have increased from $572 billion in 2008 to $1.1 trillion through the first half of 2012
Impressing the World's Fund Selectors - Predictable Returns Highly Prized
Press Request: GE November - Impressing the World's Fund Selectors
Press
Impressing the World's Fund Selectors - Predictable Returns Highly Prized
Global DC Pensions - Gearing for Growth
Press Request: Global DC Pensions 2012 - Gearing for Growth
Press
Global DC Pensions - Gearing for Growth
Money Market Madness
Press Request: EMPT October - Money Market Madness
Press
Money Market Madness
More risk on the cards for Europe's low-risk liquidity seekers
Cerulli Projects Passively Managed Funds Will Account for 37% of Advisor-Managed Holdings by 2020
Press Request: AE 4Q - Cerulli Projects Passively Managed Funds Will Account for 37% of Advisor-Managed Holdings by 2020
Press
Cerulli Projects Passively Managed Funds Will Account for 37% of Advisor-Managed Holdings by 2020
ETF Sponsors Focus on Fixed Income: 30 New Products Launched in 6 Months
Press Request: MPT October - ETF Sponsors Focus on Fixed Income: 30 New Products Launched in 6 Months
Press
ETF Sponsors Focus on Fixed Income: 30 New Products Launched in 6 Months
Korea's ETFs Overtake Mutual Funds' Growth Pace
Press Request: AMPT October - Korea's ETFs Overtake Mutual Funds' Growth Pace
Press
Korea's ETFs Overtake Mutual Funds' Growth Pace
Inverse and leveraged exchange-traded funds lead asset growth and trading volume.
ETF Allocation Growing Rapidly in Fee-Based Portfolios: From 2.8% in 2008 to 8.7% in 2Q 2012
Press Request: MAE 3Q 12 ETF Allocation Growing Rapidly in Fee-Based Portfolios
Press
ETF Allocation Growing Rapidly in Fee-Based Portfolios: From 2.8% in 2008 to 8.7% in 2Q 2012
Asia-Pacific's DC Pensions Becoming Less Accessible to Smaller Managers
Press Request: APE 4Q - Asia-Pacific's DC Pensions Becoming Less Accessible to Smaller Managers
Press
Asia-Pacific's DC Pensions Becoming Less Accessible to Smaller Managers
Cracking DC
Press Request: GE October - Cracking DC
Press
Cracking DC
International Managers Expand Product Line-up as Shift Toward DC Plans Gathers Pace
U.S. Retail Investors Express Growing Preference for Low-Cost Products - Direct and Independent Channels Benefit
Press Request: RIPU 2012 - U.S. Retail Investors Express Growing Preference for Low-Cost Products - Direct and Independent Channels Benefit
Press
U.S. Retail Investors Express Growing Preference for Low-Cost Products - Direct and Independent Channels Benefit
Cerulli Views Households with $100k-$500k in Investable Assets as Sweet Spot for Asset Managers
Press Request: RE 3Q 2012 - Cerulli Views Households with $100k-$500k in Investable Assets as Sweet Spot for Asset Managers
Press
Cerulli Views Households with $100k-$500k in Investable Assets as Sweet Spot for Asset Managers
Advisors' Clients Are Asking About Annuities - More Than Other Products
Press Request - INQU 2012 - Advisors' Clients Are Asking About Annuities - More Than Other Products
Press
Advisors' Clients Are Asking About Annuities - More Than Other Products
India's Bond Funds Receive Sustained Retail Flows
Press Request - AMPT September - India's Bond Funds Receive Sustained Retail Flows
Press
India's Bond Funds Receive Sustained Retail Flows
Retail investors prefer short- and medium-term fixed income as well as dynamic bond products.
Tough Global Economic Conditions Propel Sales and Marketing to the Forefront
Global MSO Press Request - Tough Global Economic Conditions Propel Sales and Marketing to the Forefront
Press
Tough Global Economic Conditions Propel Sales and Marketing to the Forefront
ETF Closings Highlight Product Development Challenges
Press Request: MPT September 2012
Press
ETF Closings Highlight Product Development Challenges
Profit from Volatility or Play Safe
Press Request: EMPT September 2012
Press
Profit from Volatility or Play Safe
Institutional investors flock to volatility ETFs while retail investors plump for bond and asset allocation funds
Cerulli Expects Wirehouses to Cede 7% Market Share in the Next 3 Years
Press Request: IQU 2012
Press
Cerulli Expects Wirehouses to Cede 7% Market Share in the Next 3 Years
Where's all the love gone?
Press Request: Global Markets #2 - Where's all the love gone?
Press
Where's all the love gone?
Cerulli examines the relationship between banks and asset managers
Third-Party Administrators and Retirement Specialists See Significant Jump in Revenue in 2012
Press Request: Retirement Distribution Dynamics #1
Press
Third-Party Administrators and Retirement Specialists See Significant Jump in Revenue in 2012
What European Investors Really Want
Press Request: ERI #2 (What Euro Investors Really Want)
Press
What European Investors Really Want
Europe's fixation with how advisors get paid will only get addressed when the quality of the advice is worth paying for
European investors increasingly dependent on professional advisors, yet more than 50% are unhappy with the quality of advice received
Press Request: ERI 2012 #1 (quality of advice)
Press
European investors increasingly dependent on professional advisors, yet more than 50% are unhappy with the quality of advice received
Global Managers Vie for Alternative Mandates as Institutional Investors Rethink Risk
Press Request: GE September 2012
Press
Global Managers Vie for Alternative Mandates as Institutional Investors Rethink Risk
China's Short-Term Bond Funds Suffer Short-Lived Popularity
Press Request: AMPT August
Press
China's Short-Term Bond Funds Suffer Short-Lived Popularity
The first two funds collectively raised US$6.8 billion within a week but most of it was redeemed within weeks.
Japanese Corporate Pensions Quicken Portfolio Diversification
Press Request: Japan 2012 #1
Press
Japanese Corporate Pensions Quicken Portfolio Diversification
Actual and intended allocations to hedge funds and emerging markets create new opportunities for global asset managers.
Fund Selectors Warm to European Equities, While Retail Investors Bide Their Time in Bonds
Press Request: EMPT August
Press
Fund Selectors Warm to European Equities, While Retail Investors Bide Their Time in Bonds
Performance of Advisor-Directed Accounts Falls Short Compared to Packaged Programs - Should Clients Give Advisors Discretion?
Press Request: MAQU 2012
Press
Performance of Advisor-Directed Accounts Falls Short Compared to Packaged Programs - Should Clients Give Advisors Discretion?
Managers Focus on Helping Clients Avert Risk Through Managed Volatility Funds
Press Request: USMPT August
Press
Managers Focus on Helping Clients Avert Risk Through Managed Volatility Funds
European Investors Need Incentives: Lower Fund Fees Would be a Good Starting Point
Press Request: EE 3Q 2012
Press
European Investors Need Incentives: Lower Fund Fees Would be a Good Starting Point
While All RIAs are Assumed to be Unique, Product Demands Differ by AUM
Press Request: USAME August 2012
Press
While All RIAs are Assumed to be Unique, Product Demands Differ by AUM
Mid-sized RIAs are larger consumers of mutual funds and ETFs than RIAs with more than $500 million in assets under management.
Cerulli Projects Custom Target-Date Strategies Will Hold 22% of 401(k) Target-Date Assets by 2016, or $218 Billion
Press Request: State of Large and Mega Defined Contribution Plans 2012
Press
Cerulli Projects Custom Target-Date Strategies Will Hold 22% of 401(k) Target-Date Assets by 2016, or $218 Billion
Global ETF Industry Enters its Next Phase of Development
Press Request: Cerulli Edge: Global Edition August 2012 Issue
Press
Global ETF Industry Enters its Next Phase of Development
Success in the exchange-traded funds (ETFs) business is never guaranteed, but old hands and young pretenders are seeking ways to exploit the industry's potential.
Target Maturity Funds Take Top Spot
Press Request: EMPT July
Press
Target Maturity Funds Take Top Spot
While Successful on the Sales Front, Target Maturity Euroland Funds Can Carry Hidden Risks.
Cerulli Press Release: Cerulli Forecasts Subadvisory Assets to Reach $3.3 trillion by Year-End 2014, a 5.9% 3-year CAGR
Cerulli Press: Special Quantitative Update: U.S. Subadvisory Marketplace 2012
Press
Cerulli Press Release: Cerulli Forecasts Subadvisory Assets to Reach $3.3 trillion by Year-End 2014, a 5.9% 3-year CAGR
Advisors' Reluctance to Solidify Succession Plans Jeopardizes B/D and Asset Management Relationships--and AUM
Press Request: AE 3Q 2012
Press
Advisors' Reluctance to Solidify Succession Plans Jeopardizes B/D and Asset Management Relationships--and AUM
Advisors who are currently in their pre-retirement years control approximately $2.3 trillion in assets.
Despite Capacity Issues, Stable Value Fund Assets Rose to an All-Time High of $646 Billion, as of Year-End 2011
Press Request: MPT July
Press
Despite Capacity Issues, Stable Value Fund Assets Rose to an All-Time High of $646 Billion, as of Year-End 2011
VAs: As Some Insurers Crumble, New Leaders Emerge
Cerulli Press Request: RE 2Q 2012
Press
VAs: As Some Insurers Crumble, New Leaders Emerge
Insurers must innovate or be fast followers to uncover emerging opportunities.
Asian Independent Financial Advisors' Fund Distribution Role to Diminish
Press Request: Cerulli Edge: Asia-Pacific Edition, 3Q 2012
Press
Asian Independent Financial Advisors' Fund Distribution Role to Diminish
Rising compliance costs in Singapore, Australia, and India-and eventually Hong Kong-will produce consolidations, closures, and acquisitions of IFAs by large financial services groups.
Managers Expect Alternative AUM to Increase 50% or More Over the Next 3 Years
Press Request: ETFs and Retail Alternative Products and Strategies
Press
Managers Expect Alternative AUM to Increase 50% or More Over the Next 3 Years
Cerulli Press Release: Flat Growth Necessitates Precision in Targeting Profitable Subadvisory Opportunities
Press: USAME July
Press
Cerulli Press Release: Flat Growth Necessitates Precision in Targeting Profitable Subadvisory Opportunities
Cerulli Associates contends that the most significant opportunities in the subadvisory business in the next few years will stem from a confluence of industry and capital market dynamics, including evolving portfolio construction and pressured fees.
Cerulli Press Release: Blue Skies Ahead for All Weather Funds as Investors Worldwide Seek Diversification
Press Request: GE July 2012
Press
Cerulli Press Release: Blue Skies Ahead for All Weather Funds as Investors Worldwide Seek Diversification
Cerulli Press Release: Active Managers Feel the Heat as European Sales of Low-cost Trackers Surge
Press Request: EPT June 2012
Press
Cerulli Press Release: Active Managers Feel the Heat as European Sales of Low-cost Trackers Surge
Slower Growth in Global Assets to US$72.7 Trillion by 2016: New Cerulli Research
Press Request: GM 2012
Press
Slower Growth in Global Assets to US$72.7 Trillion by 2016: New Cerulli Research
Cerulli estimates that growth in global assets under management will moderate to 6.1% over the next five years, with non-U.S. growth weaker at 5.8% on the back of the economic troubles in Europe and spill-over concerns in some emerging markets.
Cerulli Press Release: Actively Managed Funds Experienced Worst Inflow in Five Months with $7.6 Billion as Passive Funds Recovered From April Dip
Press Request: MPT June 2012
Press
Cerulli Press Release: Actively Managed Funds Experienced Worst Inflow in Five Months with $7.6 Billion as Passive Funds Recovered From April Dip
Japanese Investors Prefer Low-Risk, Modest, Consistent Returns
Press Request: AMPT June 2012
Press
Japanese Investors Prefer Low-Risk, Modest, Consistent Returns
Fixed income funds with Japan and Asia-Pacific exposures, regular albeit unspectacular dividends, and stable performance get consistent inflows.
Europe's Bank Woes Call for a Radical Rethink of Distribution Strategy: New Cerulli Report
Press Request: EDD 2012
Press
Europe's Bank Woes Call for a Radical Rethink of Distribution Strategy: New Cerulli Report
2012 will see further emphasis on product development and launches based entirely on the end distribution channel.
Post Crisis, Regional B/Ds Increase Both Assets and Advisors
Press Request: USAME June 2012
Press
Post Crisis, Regional B/Ds Increase Both Assets and Advisors
After years of being an acquisition target, regional B/Ds are re-establishing themselves on the wealth management landscape.
International Managers Hone in on High Growth Markets
Press Request: GE June 2012
Press
International Managers Hone in on High Growth Markets
Cerulli Press Release: Experienced Portfolio Managers Win in Salary Stakes, but Sales and Marketing are in Demand
Press Request: ChesterWood International survey
Press
Cerulli Press Release: Experienced Portfolio Managers Win in Salary Stakes, but Sales and Marketing are in Demand
New research from Cerulli Associates and ChesterWood International
Alternative Mutual Funds to Comprise Nearly 10% of Mutual Fund Assets Within 5 Years - Jump to More than 15% in 10 Years
Press Request: Alts 2012
Press
Alternative Mutual Funds to Comprise Nearly 10% of Mutual Fund Assets Within 5 Years - Jump to More than 15% in 10 Years
Cerulli Press Release: Preferred Lists Now Rank Among Most Formidable Challenges for Asset Managers
Press Request: MAE 2Q 2012
Press
Cerulli Press Release: Preferred Lists Now Rank Among Most Formidable Challenges for Asset Managers
Since product proliferation has increased the importance of recommended lists, it is crucial that asset managers effectively address due diligence teams in order to increase distribution in both home-office and rep-driven programs.
Globalization Breeds Subadvisory Product Development Opportunities
Press Request: MPT May 2012
Press
Globalization Breeds Subadvisory Product Development Opportunities
Cerulli Forecasts Subadvised Mutual Fund and VA Assets to Reach $2.9 Trillion by 2014 - VAs Fastest Growing Segment
Press Request: U.S. Subadvisory 2012
Press
Cerulli Forecasts Subadvised Mutual Fund and VA Assets to Reach $2.9 Trillion by 2014 - VAs Fastest Growing Segment
Gold, Commodity, and Energy Fund Flows Turn Erratic in the Asia-Pacific Region
Press Request: AMPT May 2012
Press
Gold, Commodity, and Energy Fund Flows Turn Erratic in the Asia-Pacific Region
Funds in this sector thrive best in Singapore (average AUM of US$114.1 million per fund), Taiwan (average US$92.2 million), and China (average US$82.6 million).
Seven Success Factors to Tap Southeast Asia's 12.8% Growth in Assets
Press Request: SEA 2012
Press
Seven Success Factors to Tap Southeast Asia's 12.8% Growth in Assets
Cerulli Associates estimates that Southeast Asia's assets under management will grow to US$385 billion by 2016, but only a small and possibly declining portion will be accessible to foreign asset managers.
Creativity Curbed, but Structured Products Still Have Global Appeal
Press Request: GE May 2012
Press
Creativity Curbed, but Structured Products Still Have Global Appeal
Demand for Liquid, Tax-Friendly, Transparent Alternative Investment Vehicles Drives Product Development
Press Request: USAME May 2012
Press
Demand for Liquid, Tax-Friendly, Transparent Alternative Investment Vehicles Drives Product Development
More than one thousand open-end mutual funds, closed-end funds, ETFs, and ETNs have been created to fill the need for easily accessible alternative investment strategies.
Europe's Institutional Investors Can Be Hard Taskmasters, but Managers Are Still Finding New Business Opportunities in the Old Continent
Press Request: EE 2Q 2012
Press
Europe's Institutional Investors Can Be Hard Taskmasters, but Managers Are Still Finding New Business Opportunities in the Old Continent
Investors Shift Tack from Safe Havens to Risk-on Options
Press Request: EPT April
Press
Investors Shift Tack from Safe Havens to Risk-on Options
IBDs Struggle to Survive - Thin Margins Challenge Success
Press Request: AE 2Q 2012
Press
IBDs Struggle to Survive - Thin Margins Challenge Success
IBDs' promises to advisors of generous payouts, flexibility, and high service levels force these firms to make difficult decisions.
BRIC Funds to Experience Continued Outflows
Press Request: AMPT April
Press
BRIC Funds to Experience Continued Outflows
BRIC (Brazil, Russia, India, and China) funds' net outflows were as high as US$740 million monthly from July 2011 to January 2012.
ETF Flows Total $53.1 Billion for the Quarter: the Highest Quarterly Inflows Since 4Q 2009
Press Request: MPT April 2012
Press
ETF Flows Total $53.1 Billion for the Quarter: the Highest Quarterly Inflows Since 4Q 2009
Choices Made by Next-Generation of Wealth Will Determine Which Financial Service Providers Survive
Press Request: USAME April 2012 - #2
Press
Choices Made by Next-Generation of Wealth Will Determine Which Financial Service Providers Survive
Savvy broker/dealers are working to understand how they can win the next generation of investors.
Distribution Strategies Under Scrutiny Globally: Managers Seek Channel Diversification
Press Request: GE April 2012
Press
Distribution Strategies Under Scrutiny Globally: Managers Seek Channel Diversification
Across the globe, asset managers are reviewing existing relationships with retail fund distributors as fund sales falter, competition heats up, and regulation changes the playing field.
Australia's US$1.81 Trillion Funds Industry Yields Lessons for Asia
Press Request: Asia-Pacific Edge, 2Q 2012
Press
Australia's US$1.81 Trillion Funds Industry Yields Lessons for Asia
Asia's asset management industries can moderate their learning curve by observing how Australia built a thriving sector supported by a large pensions industry.
Wirehouse Profitability Focus Changes Metrics of their Distribution Domination
Press Request: USAME, April 2012
Press
Wirehouse Profitability Focus Changes Metrics of their Distribution Domination
A renewed focus on profitability within wirehouses, combined with the ongoing dissatisfaction of their clients may mean short-term gains at the expense of long-term success.
Investor Perception of Costs Linked to Satisfaction with Providers
Press Request: RIPR 2011
Press
Investor Perception of Costs Linked to Satisfaction with Providers
Investors who understand how their providers are paid are more satisfied than those who don't understand.
Asian Bond Funds Get Relatively High Inflows
Press Request: AMPT, March 2012
Press
Asian Bond Funds Get Relatively High Inflows
Asian currency bond funds' US$5.6 billion net inflows in 2011 contrast with US$16 billion net outflows from non-Asian currency bond funds.
European Fund Distributors Pocket Over 30 Billion Euro a Year: New Cerulli Report
Press Request: EDD 2012
Press
European Fund Distributors Pocket Over 30 Billion Euro a Year: New Cerulli Report
Opportunities Still Exist for Global Fund Managers to Enter Chinese Mutual Fund Market, But the Price to Pay for Acquisitions is Getting Higher and the List of Potential Partners is Slimmer
Press Request: China 2011
Press
Opportunities Still Exist for Global Fund Managers to Enter Chinese Mutual Fund Market, But the Price to Pay for Acquisitions is Getting Higher and the List of Potential Partners is Slimmer
Wirehouses Lose Marketshare in HNW Space - Current Market Share of 45% Expected to Drop to 42% by 2014
Press Request: HNW 2011
Press
Wirehouses Lose Marketshare in HNW Space - Current Market Share of 45% Expected to Drop to 42% by 2014
While Managers Focus on Alternatives, Flows Go to Fixed-Income and Emerging Markets Funds
Press Request: U.S. MPT March 2012
Press
While Managers Focus on Alternatives, Flows Go to Fixed-Income and Emerging Markets Funds
Direct Firms Compete in Advice Arena - Market Size Identifies Scale of Competitive Threat
Press Request: Direct 2011
Press
Direct Firms Compete in Advice Arena - Market Size Identifies Scale of Competitive Threat
Consolidation Means Fewer Gatekeepers in the Institutional Market, Strengthening Relationships Key to Maintaining Access to Assets
Press Request: Institutional Markets #2 2011
Press
Consolidation Means Fewer Gatekeepers in the Institutional Market, Strengthening Relationships Key to Maintaining Access to Assets
Asian Institutions Allocate to More Risky Mandates as Asset Levels and Confidence Rise
Press Request: IAMA 2011 #2
Press
Asian Institutions Allocate to More Risky Mandates as Asset Levels and Confidence Rise
Active management, foreign mandates, and global debt portfolios are among the beneficiaries of trend.
Asian Institutions Eye More Allocation to Emerging Markets: Alternative assets also an area of interest as the possibility of pension shortfalls and inability to meet target returns loom
Press Request - IAMA 2012 #2 - Asian Institutions Eye More Allocation to Emerging Markets
Press
Asian Institutions Eye More Allocation to Emerging Markets: Alternative assets also an area of interest as the possibility of pension shortfalls and inability to meet target returns loom
Institutional Asset Management in Asia 2012: Navigating Institutions FundamentalChanges
Cerulli's International Head Reflects on the State of Global Asset Management Industry - Getting Back on Its Feet
Press Request: Shiv's outlook for the global asset management industry
Press
Cerulli's International Head Reflects on the State of Global Asset Management Industry - Getting Back on Its Feet
Shiv Taneja, head of Cerulli's international practice, recently completed several client meetings and reflects on the state of the global asset management industry. He comments on industry sentiment and provides perspective on the outlook for the remainder of 2012.
Firms Recalibrate RFP Teams to Address Increased Volume and Complexity
Press Request: USAME March 2012
Press
Firms Recalibrate RFP Teams to Address Increased Volume and Complexity
Grappling with challenges brought forth by an evolving investment management landscape, two-thirds of asset managers report that they facilitated changes to their RFP teams in the last 12 months.
Direct Firms Are Well-Positioned For Managed Account Distribution
Press Request: MAE 1Q 2012
Press
Direct Firms Are Well-Positioned For Managed Account Distribution
Marketshare for direct channel projected to reach 9% of managed account assets by 2013
Asset Managers Strengthen DCIO Staff with Specialized Roles to Support High-End Retirement-Specialist Advisors and Smaller Tier Consultants Steer Clear of Adding DCIO Wholesalers
Press Request: DCIO 2011
Press
Asset Managers Strengthen DCIO Staff with Specialized Roles to Support High-End Retirement-Specialist Advisors and Smaller Tier Consultants Steer Clear of Adding DCIO Wholesalers
Wirehouses Lose Marketshare in HNW Space - Current Market Share of 45% Expected to Drop to 42% by 2014
Press Request: HNW 2011
Press
Wirehouses Lose Marketshare in HNW Space - Current Market Share of 45% Expected to Drop to 42% by 2014
Alternative and Niche Managers to Drive 2012 Global M&A
Press Request: Global Edge, March 2012
Press
Alternative and Niche Managers to Drive 2012 Global M&A
As global managers seek to supplement existing capabilities, 2012 M&A activity will center on managers of alternative strategies.
Platforms Taking Hold in The U.K. Will Shape DC Distribution in Europe
Press Request: QU - Euro DC 2011
Press
Platforms Taking Hold in The U.K. Will Shape DC Distribution in Europe
Insurance companies, fund managers, financial planners, and consultants step forward with solutions to facilitate European DC growth.
Muni-Bonds Funds Hit Their Fifth Consecutive Month of Inflows, More Than $100 million in January
Press Request: MPT Feb 2012
Press
Muni-Bonds Funds Hit Their Fifth Consecutive Month of Inflows, More Than $100 million in January
Fund Managers Need to Embrace New Rules of Engagement in Asia
Press Request: ADD #2 2012
Press
Fund Managers Need to Embrace New Rules of Engagement in Asia
To survive in Asia's fund market requires tenacity; to thrive requires ingenuity.
Direct Providers Pose Threat to Advisor-Based Distribution Models
Press Request: AE 1Q 2012
Press
Direct Providers Pose Threat to Advisor-Based Distribution Models
Direct platforms compete for primary provider status by mimicking financial advisor services and competing for walletshare among investors who maintain both direct and traditional advisory accounts.
Advisors in Europe with Effective Service Models Stand to Gain Marketshare of Affluent Investors
Press Request: PR EE 1Q 2012
Press
Advisors in Europe with Effective Service Models Stand to Gain Marketshare of Affluent Investors
The fact that affluent investors in Europe want advice, combined with the lack of a dominant pan-European wealth manager, spells opportunity for advisors with the right service model.
Managers' Sights on Alternatives Miss Mark with Global Regulators and Distributors
Press Request: GE Feb 2012
Press
Managers' Sights on Alternatives Miss Mark with Global Regulators and Distributors
Fund managers want to break out from the pack with complex, high-alpha products at a time when regulators and distributors crave simplicity and straight-forward strategies.
Cerulli Projects Rep-Driven Programs to Reach $1.7 Trillion by 2015
Press Request: MA - Product Innovation - 2.12
Press
Cerulli Projects Rep-Driven Programs to Reach $1.7 Trillion by 2015
This represents the largest asset increase across the managed accounts industry.
Who Are Asset Management Marketers Looking to Hire?
Press Request: MSO 2011
Press
Who Are Asset Management Marketers Looking to Hire?
Education Plays Crucial Role in Building Relationships with Gatekeepers
Press Request: USAME, Feb 2012
Press
Education Plays Crucial Role in Building Relationships with Gatekeepers
Asset managers that focus efforts on educating home-office research teams at broker/dealers are better positioned to capture and retain more assets.
Cerulli Sizes Sweet-Spot Opportunity in Retirement Markets
Press Request: RE 4Q 2011
Press
Cerulli Sizes Sweet-Spot Opportunity in Retirement Markets
Money Markets Raise Assets as Investors-Out of Options-Fall Back on Liquid Solutions
Press Request: EMPT January 2012 issue
Press
Money Markets Raise Assets as Investors-Out of Options-Fall Back on Liquid Solutions
Asset Managers Use Creative Strategies to Capture Larger Portion of the Managed Account Value Chain
Press Request: MAE 4Q 2011 Press Release
Press
Asset Managers Use Creative Strategies to Capture Larger Portion of the Managed Account Value Chain
Cerulli sees a distribution opportunity for managers with scale to deliver packaged products with underlying asset allocations to B/Ds and their advisors.
Asset Manager Marketing Groups Get Results, Despite Bleak Market Conditions
Press Request: USAME Dec 2011 & Jan 2012 issue
Press
Asset Manager Marketing Groups Get Results, Despite Bleak Market Conditions
Through focused use of research and technology, organizational restructuring, and careful establishment and tracking of project goals marketers at asset management firms are implementing effective strategies even while contending with insufficient resources and volatile markets.
59% of Advisors Perceive Themselves as Financial Planners, But Only 30% Truly Offer Planning Services
Press Request: AQU 2011 PR & Key Findings
Press
59% of Advisors Perceive Themselves as Financial Planners, But Only 30% Truly Offer Planning Services
Despite Declining Marketshare, Wirehouses To Remain Largest Distribution Channel
Press Request: U.S. December 2011 Issue
Press
Despite Declining Marketshare, Wirehouses To Remain Largest Distribution Channel
Cerulli Associates projects that in 2013 the wirehouse channel will remain the largest distribution channel-by a factor of nearly two-despite significant decline of AUM (from 43% in 2010 to 35% in 2013).
Emerging Long-Term Trends Key to Unlocking Asia Wealth
Press Request: APE 1Q 2012
Press
Emerging Long-Term Trends Key to Unlocking Asia Wealth
Cerulli contends that mutual funds can gain access to a larger piece of Asians' wealth, if they carve opportunities out of several long-term developments.
Managers plan to leverage strengths to counter headwinds and protect profit margins
Press Request: GE 1Q 2012
Press
Managers plan to leverage strengths to counter headwinds and protect profit margins
Cerulli Associates gathers 15 asset managers from Asia, Europe, and the United States to a virtual roundtable and their overall message is clear: managers are determined to stick to their business strategies despite headwinds, and for many that means ignoring fads and focusing on what works in the longer term.