OUR RESEARCH PROCESS We Find Strength in Numbers Cerulli’s research process has created the most consistent and reliable industry insight. All research blends proprietary qualitative methodologies with data gathered by our industry surveys. The process is built upon data collection, aggregation, scrubbing, testing, analysis, and management. The result is valid and robust data that fuels every insight we develop. STEP ONE 1 | Planning and Development The development of our research agenda is shaped by a variety of sources—analysts, account managers, and client feedback. STEP TWO 2 | Quantitative Research Dedicated personnel in Boston, Singapore, and London execute more than 75 surveys each year to institutions and advisors worldwide. The questions asked—and the answers provided—are the backbone of our research. STEP THREE 3 | Qualitative Research In addition to our quantitative research, our analysts conduct more than 1,000 hour-long interviews to complement the data findings—blending unique perspective from industry leaders with our data findings. STEP FOUR 4 | Assembly & Quality Control Quality, accuracy, and consistency are delivered by executing a process built on quality control. Cerulli’s analyst teams conduct quantitative analysis and work closely with our editorial teams to conduct data due diligence. STEP FIVE 5 | Cerulli Products Our complementary product lines consist of reports, periodicals, and a data platform—each available across our practice areas. Our global practice examines more than 40 countries on an ongoing basis, giving our clients regular insight into the addressability and attractiveness of markets around the globe. STEP SIX 6 | Client Experience Our team of client service experts is dedicated to ensuring client satisfaction at every point in their journey with Cerulli. This team works closely with clients to align their business objectives with Cerulli solutions. Explore the benefits of becoming a Cerulli client. CONTACT US Want more information? Reach out to learn more about how our time-tested research process can help you. LET'S TALK LET'S WORK TOGETHER Participate in our Research Cerulli has been surveying the financial services industry since 1994. Learn about the numerous ways participating in our research can benefit you. LEARN MORE Let's Connect Stay current with our latest insights CONTACT US JOIN OUR MAILING LIST BOSTON HQ: +1 617.437.0084 SINGAPORE: +65 6327 4045 LONDON: +44 20 7645 9040 RESEARCH U.S. Wealth Management U.S. Retirement U.S. Institutional U.S. Product Development Global Asia Europe Latin America CONSULTING Strategic Consulting Custom Research DATA Cerulli Lodestar Cerulli Interactive Report Data Custom Research ABOUT CERULLI Our Company Our History Our Team Careers Research Process Press Releases Contact Us RESOURCES Knowledge Center Webinars and Events News Glossary White Papers PARTICIPATE IN OUR RESEARCH Research Participation Advisor Research Participation © 2021 Cerulli, Inc. All rights reserved. Terms Legal We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice. I AGREE