Surveys > Partnership Opportunities

Cerulli has been surveying the financial services industry since 1993. Currently, we distribute 50-60 surveys annually to:

  • Asset managers (retail and institutional)
  • Broker/dealers
  • Insurance firms
  • Third-party vendors
  • Third-party administrators
  • Investment consultants
  • Recordkeepers
  • HNW providers
  • Retail investors

To learn more about our surveys or to participate click here, contact: +1 617 437 0084 or email us.

Survey Partnerships

More than a dozen Cerulli surveys are conducted in partnership with various associations and firms.  Examples include:

  • Industry organizations: Insured Retirement Income Association, Financial Planning Association
  • Membership Groups: Investment Management Consultants Association, Institutional Investor
  • Firms: Advanced Sales, Phoenix Marketing International

Research Partnership FAQs

Current Partnerships

How it works
  1. Cerulli and Partner jointly develop survey.
  2. Survey is uploaded to Cerulli's online password-protected survey engine.
  3. Partner distributes the survey via email to its membership or client or contact base. Cerulli does not need to have access to this list.
  4. Cerulli simultaneously distributes the survey via email to its own contacts.
  5. Once the survey is closed, Cerulli analyzes the data and creates a survey summary to be delivered to all survey participants.

Our survey Partners receive access to the raw data collected from their contact base. In addition, we provide a summary to be sent to all survey participants. Other benefits may include presentations, webcasts or complimentary research.

  • Free, no contract.
  • Partner leverages Cerulli research engine to survey contact base, receive raw data and key findings sent to participants.
  • Cerulli benefits by augmenting our research knowledge.

Contact us to learn more about survey partnerships.