Products > Thematic Reports

The Cerulli Report™ series reflects our ongoing exploration of trends and events in the financial services industry. Each report examines market sizing, new products, distribution, pricing, sales and marketing, as well as projections for future growth and product development and contains a unique blend of proprietary qualitative and quantitative research.

Thematic Reports provide an indepth look at a specific topic and provide actionable recommendations around asset management and distribution issues. Our institutionalized research process, in place since 1994, blends qualitative methodologies and proprietary survey data gathering efforts. Topics vary each year.

Our thematic studies address asset management, manufacturing, and distribution issues across five broad practice areas:

  • Intermediary markets
  • International markets
  • Managed accounts
  • Retail investor
  • Retirement markets

Click here to see available Thematic Reports