LATEST NEWS Press Room Explore our press releases to find the most important topics driving news headlines. CONTACT US FEATURED PRESS RELEASE | AUGUST 2021 Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years, According to Cerulli Comprehensive Direct Indexing Report Defines the Space, Presents Growth Projections and the Opportunity for Advisors Improving Client Experience: Customizing with Direct Indexing READ MORE NOVEMBER 24, 2021 — LONDON The U.K. Defined Contribution Market is Poised for Rapid Consolidation These findings and more are from The Cerulli Report—European Retirement Industry 2021: Reassessing Opportunities Across Multiple Asset Pools. NOVEMBER 22, 2021 — BOSTON Affluent Investors Report an Increase in Both Advisor Use and Self-Managed Accounts These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2021 Issue. NOVEMBER 18, 2021 — SINGAPORE Asian Insurers Embrace Responsible Investing for Sustainable Growth These findings and more are from The Cerulli Report—Asian Insurance Industry 2021: Identifying the Right Paths for Change and Growth. NOVEMBER 17, 2021 — BOSTON Asset Owners See Diversity and Inclusion as the Most Critical Component of ESG Measurement among Managers These findings and more are from Cerulli-Russell Investments 10X10 Part 1: Diversity & Inclusion. NOVEMBER 16, 2021 — BOSTON Product Rationalization Remains a Headwind for Asset Managers These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, November 2021 Issue. NOVEMBER 12, 2021 — LONDON Demand For Europe’s Actively Managed Exchange-Traded Funds is Set to Expand These findings and more are from The Cerulli Edge―Global Edition, November 2021 Issue. NOVEMBER 11, 2021 — BOSTON Asset Managers Leverage End-Investor Data for Product Diversification Initiatives These findings and more are from The Cerulli Report―U.S. Product Development 2021: Aligning Product Development and Client Objectives. NOVEMBER 9, 2021 — LONDON Asset Managers Across Europe Are Pouring Resources into Sales and Marketing These findings and more are from The Cerulli Report―European Marketing and Sales Organizations 2021: Recalibrating for Growth. NOVEMBER 8, 2021 — BOSTON Nonprofits Adjust their Approach to Investing in Response to COVID-19 These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 4Q 2021 Issue. NOVEMBER 5, 2021 — BOSTON Portfolio Construction Technology Advancement Intensifies Importance of Adding Value to Advisor Relationships These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, October 2021 Issue. NOVEMBER 4, 2021 — BOSTON Insurers Address Climate Risk with the Help of Asset Managers These findings and more are from The Cerulli Report―U.S. Insurance General Accounts 2021: Adopting New Strategies for Global Challenges. NOVEMBER 2, 2021 — SINGAPORE Asian Institutions and Managers Reassess Growth Opportunities in the Post-Pandemic Era These findings and more are from The Cerulli Report―Institutional Asset Management in Asia 2021: Reassessing the Fundamentals. OCTOBER 28, 2021 — BOSTON Banks Race Toward Technology Solutions to Path Future Growth These findings and more are from The Cerulli Report―U.S. Private Banks & Trust Companies 2021: Competing with Technology. OCTOBER 27, 2021 — LONDON European Investors Cautiously Return to Japan-Oriented Funds These findings and more are from The Cerulli Edge―European Monthly Product Trends, October 2021 Issue. OCTOBER 26, 2021 — SINGAPORE Managers in Asia See Banks as Key Partners in Promoting Retirement Products These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, October 2021 Issue. OCTOBER 26, 2021 — BOSTON Advisors Are Open to Increasing Alternative Allocations, But Barriers Remain These findings and more are from Advisor Use of Alternative Investments in 2021. OCTOBER 25, 2021 — BOSTON Advisors Increasingly Consider Nontraditional Fees These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 4Q 2021 Issue. OCTOBER 22, 2021 — BOSTON Managed Account Sponsors Deprioritize Platform Consolidation in Favor of Other Strategic Initiatives These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2021 Issue. OCTOBER 21, 2021 — BOSTON Cerulli Estimates the Potential Asset Allocation Model Opportunity at $7.2 Trillion These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2021: Improving the Advisor Experience. OCTOBER 20, 2021 — BOSTON RIA Aggregators Exert Greater Influence in Defined Contribution Market These findings and more are from The Cerulli Report—U.S. Defined Contribution Distribution 2021: Uncovering Investment-Only Distribution Opportunities. OCTOBER 19, 2021 — BOSTON Institutional Asset Owners and Managers Address Efforts to Build and Sustain Diversity These findings and more are from Cerulli-Russell Investments 10X10 Part 1: Diversity & Inclusion. OCTOBER 18, 2021 — SINGAPORE Regulators Take Active Steps to Develop Asia’s Third Pillar These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 4Q 2021 Issue. OCTOBER 14, 2021 — BOSTON As Investor Assets Reach $55 Trillion, Advisors Turn to the Principles of Behavioral Finance to Acquire, Grow, and Retain Assets These findings and more are from The Cerulli Report—Retail Investor Advice Relationships 2021: Navigating Perpetual Unease. OCTOBER 13, 2021 — BOSTON The Traditional Venture Capital Model Is Being Disrupted These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2021 Issue. OCTOBER 13, 2021 — SINGAPORE Asia-Pacific Pension Funds Stay Resilient with Effective Risk Management These findings and more are from The Cerulli Report—Asian Retirement Markets 2021: Moving Forward with Resilience. OCTOBER 6, 2021 — LONDON Outsourcing Remains in Demand with Insurers in Europe These findings and more are from The Cerulli Edge—Global Edition, October 2021 Issue. OCTOBER 5, 2021 — BOSTON Demand for Fixed-Income ETFs Heats Up as Investors Seek Access to Reliable Income These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, September 2021 Issue. SEPTEMBER 30, 2021 — SINGAPORE Opportunities Await in China’s Greater Bay Area These findings and more are from The Cerulli Edge—China Edition, 3Q 2021 Issue. SEPTEMBER 28, 2021 — SINGAPORE Digital Assets on the Rise in Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, September 2021 Issue. SEPTEMBER 27, 2021 — LONDON Back to the Future for Healthcare Investing These findings and more are from The Cerulli Edge—European Monthly Product Trends, September 2021 Issue. SEPTEMBER 24, 2021 — BOSTON Nonprofits are Ripe for Intermediary Business Expansion These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, September 2021 Issue. SEPTEMBER 23, 2021 — BOSTON Traditional Asset Managers May Hold the Keys to Helping Investors Access Alternative Exposures These findings and more are from The Cerulli Report—U.S. Alternative Investments 2021: Advisor Uptake of Alternative Investments. SEPTEMBER 22, 2021 — BOSTON Cybersecurity Practices Are Essential to Mitigating Reputational and Financial Risk for Recordkeepers These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 3Q 2021 Issue. SEPTEMBER 21, 2021 — SINGAPORE Further Market Liberalization in China Enables More Opportunities for Global Managers These findings and more are from The Cerulli Report—Asset Management in China 2021: Seizing Opportunities Across Diverse Segments. SEPTEMBER 16, 2021 — BOSTON Asset Managers and Program Sponsors Look to Reframe Revenue Sharing and the Economics of Distribution These findings and more are from The Cerulli Report—U.S. Managed Accounts 2021: The Evolution of Personalized Investing. SEPTEMBER 14, 2021 — LONDON Thematic Investment Is Driving the Growth of Passives in Europe These findings and more are from The Cerulli Report—European Passive Investments 2021: Achieving Success in a Growing Segment. SEPTEMBER 9, 2021 — BOSTON OCIO Growth and Demand for Multi-Asset-Asset-Class Solutions Expected to Continue These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, August 2021 Issue. SEPTEMBER 8, 2021 — BOSTON Distribution Teams Look to Data to Drive Expansion These findings and more are from The Cerulli Report—U.S. Intermediary Distribution 2021: Leveraging Data to Navigate Change. SEPTEMBER 7, 2021 — BOSTON New Findings Offer Actionable Insights for Advisors to Better Engage Women Investors These findings and more are from Cerulli's white paper: Best Practices for Advisors When Working with Women Investors. SEPTEMBER 7, 2021 — LONDON Uncertainty Remains for Europe-Domiciled Frontier Market Funds These findings and more are from The Cerulli Edge—Global Edition, September 2021 Issue. SEPTEMBER 2, 2021 — LONDON COVID-19 Has Been a Major Catalyst of ESG Investing Around the World These findings and more are from The Cerulli Report—Global Markets 2021: Continued Growth in Uncertain Times. AUGUST 31, 2021 — SINGAPORE Fee Competition Among Passive Funds Intensifies in Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, August 2021 Issue. AUGUST 30, 2021 — LONDON Smart Beta ETFs Are Gaining Traction with European Private Banks These findings and more are from The Cerulli Edge—Europe Edition, 3Q 2021 Issue. AUGUST 25, 2021 — LONDON Financials-Focused Funds Show Signs of Promise These findings and more are from The Cerulli Edge—European Monthly Product Trends, August 2021 Issue. AUGUST 17, 2021 — BOSTON Investors’ Interest in ESG Is Far from Uniform These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 3Q 2021. AUGUST 11, 2021 — LONDON China Is an Increasingly Important Market for Global Asset Managers These findings and more are from The Cerulli Report—Global Markets 2021: Continued Growth in Uncertain Times. AUGUST 9, 2021 — LONDON Hedge Funds Must Build Partnerships with Investors in Europe These findings and more are from The Cerulli Edge―Global Edition, August 2021 Issue. AUGUST 5, 2021 — LONDON The Global Asset Management Industry Continues to Prosper Even in the Face of Challenges These findings and more are from The Cerulli Report—Global Markets 2021: Continued Growth in Uncertain Times. AUGUST 4, 2021 — BOSTON Asset Managers Expected to Staff Up Hybrid Wholesalers Post-Pandemic These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, August 2021 Issue. AUGUST 3, 2021 — BOSTON Managers Need Plan for Concurrent ETF, Illiquid Alternative, and Mass Customization Trends These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, July 2021 Issue. JULY 28, 2021 — LONDON The Rising Importance of Commodity Investing These findings and more are from The Cerulli Edge―European Monthly Product Trends, July 2021 Issue. JULY 26, 2021 — SINGAPORE Sustainable Products Take Root in Asia These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, July 2021 Issue. JULY 23, 2021 — LONDON European Insurers Are Looking for Fewer, Better Asset Manager Relationships These findings and more are from The Cerulli Report―European Insurance Industry 2021: Changing Investment Needs Are Generating Opportunities. JULY 22, 2021 — BOSTON Demands for Institutional Asset Management Distribution Set to Return to Pre-Pandemic Levels These findings and more are fromThe Cerulli Report―U.S. Institutional Marketing and Sales Organizations 2021: Finding the New Normal in a Post-Pandemic Environment. JULY 21, 2021 — BOSTON U.S. Public Pension Plans Progress with ESG Integration in Investment Portfolios These findings and more are fromThe Cerulli Edge―U.S. Institutional Edition, 3Q 2021 Issue. JULY 20, 2021 — BOSTON Technology Is Key to Bolstering Banks’ Services and Increasing Client Walletshare These findings and more are fromThe Cerulli Edge―U.S. Asset and Wealth Management Edition, July 2021 Issue. JULY 19, 2021 — BOSTON Aging Boomers Bring Intergenerational Planning to the Forefront These findings and more are fromThe Cerulli Edge―U.S. Advisor Edition, 3Q 2021 Issue. JULY 15, 2021 — BOSTON Differentiation in Financial Services Will be Defined by Customization These findings and more are from The Cerulli Report―U.S. Retail Investor Products and Platforms 2021. JULY 13, 2021 — SINGAPORE Increased Connectivity Expands Asia’s Cross-Border Opportunities These findings and more are from The Cerulli Edge―Asia-Pacific Edition, 3Q 2021 Issue. JULY 6, 2021 — LONDON Regulatory Change Will Spur Demand for ELTIFs These findings and more are from The Cerulli Edge―Global Edition, July 2021 Issue. JULY 6, 2021 — BOSTON Spurred by Increasing Advisor Demand, Asset Managers Bring SMAs to Market These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 2Q 2021 Issue. JULY 2, 2021 — SINGAPORE China’s Insurers Fine-Tune Investment Portfolios These findings and more are from The Cerulli Edge—China Edition, 2Q 2021 Issue. JULY 1, 2021 — BOSTON RIA Aggregators Drive Advisor Managed Accounts Adoption in 401(k)s These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2021 Issue. JUNE 30, 2021 — LONDON COVID-19 Sparks a Reassessment of European Real Estate Funds These findings and more are from The Cerulli Edge—European Monthly Product Trends, June 2021 Issue. JUNE 28, 2021 — BOSTON Tech-Forward Recordkeepers Enter the Micro 401(k) Market These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2021 Issue. JUNE 28, 2021 — SINGAPORE Equity Strategies Gain Popularity Among Asia’s Wealthy These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, June 2021 Issue. JUNE 24, 2021 — SINGAPORE Asian Managers to Focus on Ramping Up Digital Business While Controlling Costs These findings and more are from The Cerulli Report—Asian Distribution Dynamics 2021: Navigating the Post-Pandemic Landscape. JUNE 22, 2021 — BOSTON Personalized Retirement Income Solutions to Play Central Role in Retiree-Friendly DC Plans These findings and more are from The Cerulli Report—U.S. Retirement End-Investor: Solving for the Decumulation Phase. JUNE 9, 2021 — LONDON Cerulli Maintains a Positive Outlook for Subadvisory in Europe These findings and more are from The Cerulli Edge—Global Edition, June 2021 Issue. JUNE 3, 2021 — BOSTON As Cautious Investors Seek Control, Providers Prioritize Tools that Assess Risk Tolerance Levels and Enable Anytime Access These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition. JUNE 1, 2021 — BOSTON Income-Oriented Completion Models Offer Growth Opportunity to Asset Managers and Model Providers These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2021 Issue. MAY 26, 2021 — LONDON European Investors Begin to Respond to Inflation Threat These findings and more are fromThe Cerulli Edge—European Monthly Product Trends, May 2021 Issue. MAY 25, 2021 — SINGAPORE Shariah Investing Gathers Steam in Southeast Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, May 2021 Issue. MAY 18, 2021 — SINGAPORE State Pensions Most Likely to Lead New Mandate Issuance in Southeast Asia These findings and more are from The Cerulli Report—Asset Management in Southeast Asia 2021: Sustaining a Winning Streak in a New Era. MAY 11, 2021 — BOSTON Wary of Digital Trading Applications, Self-Directed Investors Turn to Formal Financial Advice These findings and more are from The Cerulli Edge― U.S. Retail Investor Edition, 2Q 2021 Issue. MAY 10, 2021 — LONDON Private Equity Targeting of Fund Distribution Platforms is Set to Continue These findings and more are from The Cerulli Edge―Global Edition, May 2021 Issue. MAY 7, 2021 — BOSTON Canada’s ETF Market Hits Stride as Assets Approached USD$200 Billion in December 2020 These findings and more are from The Canadian ETF Market in 2020: Rising Assets and Flows. MAY 6, 2021 — LONDON European Retail Investors Are Embracing Thematic Investment These findings and more are from The Cerulli Report―European Distribution Dynamics 2021: Reassessing Growth Opportunities. MAY 5, 2021 — LONDON Europe’s Gold Exchange-Traded Fund Providers Could Learn From Their U.S. Peers These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2021 Issue. MAY 3, 2021 — BOSTON Lower-Cost Products Grab Marketshare in Mutual Funds These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, May 2021 Issue. APRIL 30, 2021 — BOSTON Hedge Funds Back in Favor Among Institutional Investors These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, April 2021 Issue. APRIL 28, 2021 — SINGAPORE Digital Channels Grow Apace in Southeast Asia These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, April 2021 Issue. APRIL 27, 2021 — LONDON Factors Driving Demand for Energy Transition Funds These findings and more are from The Cerulli Edge―European Monthly Product Trends, April 2021 Issue. APRIL 22, 2021 — BOSTON COVID-19 Creates Short-Term Obstacles, Long-Term Catalysts for Impact Investing Program Adoption Among U.S. Hospitals These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 2Q 2021 Issue. APRIL 14, 2021 — SINGAPORE Asia’s Sovereign Funds Seek Partnerships to Combat Low Returns These findings and more are from The Cerulli Edge―Asia-Pacific Edition, 2Q 2021 Issue. APRIL 12, 2021 — BOSTON Asset Managers and Advisors May Be Overlooking Retail Investors’ Appetite for ESG Investing These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 2Q 2021 Issue. APRIL 6, 2021 — LONDON Achieving Clarity on Sustainable Investing Remains Difficult Despite New Regulation These findings and more are from The Cerulli Edge―Global Edition, April 2021 Issue. APRIL 5, 2021 — BOSTON Fixed-Income Managers Look to Crack the Code of Model-Delivered Accounts These findings and more are from The Cerulli Edge―U.S. Managed Accounts Edition, 1Q 2021 Issue. APRIL 1, 2021 — BOSTON For Advisors, the Costs of Switching May Outweigh the Benefits These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, April 2021 Issue. MARCH 31, 2021 — SINGAPORE Managers Remain Optimistic About Mega Fund Launches in China These findings and more are from The Cerulli Edge―China Edition, 1Q 2021 Issue. MARCH 30, 2021 — BOSTON As Direct Indexing Moves Downmarket, Firms Must Determine Customization Strategy These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, March 2021 Issue. MARCH 29, 2021 — SINGAPORE Muted Growth Prospects for Korea’s Private Funds These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, March 2021 Issue. MARCH 25, 2021 — LONDON No Slowdown in Demand for Europe-Domiciled China Bond Funds These findings and more are from The Cerulli Edge―European Monthly Product Trends, March 2021 Issue. MARCH 23, 2021 — LONDON Retail Investors Are Seeking Opportunities in the European Private Asset Space These findings and more are from The Cerulli Report—European Alternative Investments 2021: Cause for Both Celebration and Caution. MARCH 15, 2021 — BOSTON Managed Account Programs Help Defined Contribution Participants Tackle Retirement Readiness These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 1Q 2021 Issue. MARCH 9, 2021 — BOSTON Reaching High-Net-Worth Investors Means Funneling the Right Resources These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, March 2021 Issue. MARCH 2, 2021 — BOSTON Aspiring Sponsors Must Bear in Mind Nuances of CIT Product Development These findings and more are from The Cerulli Edge―U.S. Monthly Product Trends, February 2021 Issue. MARCH 1, 2021 — LONDON European Family Offices Face a Tricky Balancing Act These findings and more are from The Cerulli Edge―Global Edition, March 2021 Issue. FEBRUARY 26, 2021 — SINGAPORE Australia’s ETFs See a Record Year These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, February 2021 Issue. FEBRUARY 23, 2021 — BOSTON Index Providers Are Responding to Evolving ESG Investing Demands These findings and more are from The Cerulli Edge―European Monthly Product Trends, February 2021 Issue. FEBRUARY 18, 2021 — BOSTON Female Investors Reluctant to Adopt Paid Financial Advice Relationships These findings and more are from The Cerulli Edge―U.S. Retail Investor Edition, 1Q 2021 Issue. FEBRUARY 12, 2021 — LONDON The Effect of COVID-19 on Europe’s Sustainable Fixed Income Market These findings and more are from The Cerulli Edge―Europe Edition, 1Q 2021 Issue. FEBRUARY 10, 2021 — BOSTON Institutional Investors Ask Asset Managers for More Transparent ESG Reporting These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 1Q 2021 Issue. FEBRUARY 8, 2021 — LONDON Fund Managers in Europe Are Preparing for Further Acceleration of ESG Demand These findings and more are from The Cerulli Edge―Global Edition, February 2021 Issue. FEBRUARY 4, 2021 — BOSTON Broker/Dealer Marketplace Continues to Consolidate as Firms Pursue Economies of Scale These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 1Q 2021 Issue. FEBRUARY 3, 2021 — BOSTON Market Volatility and Low Interest Rates Threaten Traditional Sources of Retirement Income, Pushing Providers to Innovate These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, February 2021 Issue. JANUARY 29, 2021 — BOSTON ETFs Gather Record Net Flows of More than $500 Billion in 2020 These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, January 2021 Issue. JANUARY 27, 2021 — SINGAPORE Search for Safety and Returns in Asia as Market Readies for Recovery These findings and more are from The Cerulli Edge―Asian Monthly Product Trends, January 2021 Issue. JANUARY 12, 2021 — BOSTON Investors’ Interest in Private Infrastructure Will Persist These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, January 2021 Issue. JANUARY 15, 2021 — LONDON Passive Funds Are Set to Continue Gaining Marketshare These findings and more are froms The Cerulli Edge―European Monthly Product Trends, January 2021 Issue. JANUARY 14, 2021 — BOSTON Parity Is an Uphill Climb for Women and BIPOC Financial Advisors These findings and more are from The Cerulli Report—U.S. Advisor Metrics 2020: Dimensions of Diversity. JANUARY 11, 2021 — SINGAPORE Asia’s Fund Industry Positions for Post-Pandemic Recovery These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 1Q 2021 Issue. JANUARY 7, 2021 — BOSTON Proactive Communication is Essential for Engaging with Home-Office Research Teams These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, December 2020 Issue. JANUARY 6, 2021 — BOSTON Providers Assess Opportunities in the Nascent Pooled Employer Plan (PEP) Market These findings and more are from The Cerulli Report—U.S. Retirement Markets 2020: Exploring Opportunities in the Small Plan Market. JANUARY 5, 2021 — LONDON What Awaits Thematic Investing in Europe in 2021? These findings and more are from The Cerulli Edge―Global Edition, January 2021 Issue. FEATURED PRESS RELEASE | DECEMBER 2020 Exchange-Traded Funds Hit Their Stride as More Products with Different Exposures Come to Market ETF assets should multiply by the end of 2030. A virtuous cycle of adoption and innovation may add additional fuel. The Cerulli Report—U.S. Exchange-Traded Fund Markets 2020: Broadening Product Use READ MORE NOVEMBER 2, 2021 — SINGAPORE Asian Institutions and Managers Reassess Growth Opportunities in the Post-Pandemic Era These findings and more are from The Cerulli Report―Institutional Asset Management in Asia 2021: Reassessing the Fundamentals. DECEMBER 23, 2020 — LONDON COVID-19 Accelerates European Investor Discontent with UCITS Hedge Funds These findings and more are from The Cerulli Edge―European Monthly Product Trends, December 2020 Issue. DECEMBER 22, 2020 — SINGAPORE Responsible Investing Catches on in Asia Pacific These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, December 2020 Issue. DECEMBER 21, 2020 — SINGAPORE Sustainable Investing Evolves in China These findings and more are from The Cerulli Edge—China Edition, 4Q 2020 Issue. DECEMBER 17, 2020 — BOSTON All Roads Lead to Roth These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 4Q 2020. DECEMBER 16, 2020 — SINGAPORE Enhanced ESG Reporting Expected as Large Asian Asset Owners Progress into Sustainable Investments These findings and more are from The Cerulli Report—Responsible Investing in Asia 2020: On the Cusp of Change. DECEMBER 14, 2020 — LONDON European Asset Owners Increasingly Want Proof That Asset Managers Have Embedded Sustainability Into Their Firm Culture These findings and more are from The Cerulli Report—European Environmental, Social, and Governance Investing 2020: Leading the Global Revolution. DECEMBER 10, 2020 — BOSTON Insurers Embrace New Opportunities for Annuity Innovation These findings and more are fromThe Cerulli Report—U.S. Annuity Markets 2020: A Decade of Adaptation. DECEMBER 8, 2020 — BOSTON Public Pensions Explore Alternative Models of Investing These findings and more are from The Cerulli Report—North American Institutional Markets 2020. DECEMBER 7, 2020 — LONDON Europe’s Liquid Alternatives Market Is in Line for a Boost These findings and more are from The Cerulli Edge―Global Edition, December 2020 Issue. DECEMBER 4, 2020 — BOSTON Three-Fourths of Investors Prioritize Protection Over Performance as a Goal for Their Financial Portfolios These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, November 2020 Issue. DECEMBER 3, 2020 — BOSTON High-Net-Worth Households Now Control More than One-Third of U.S. Net Worth These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Wealth Concentration. DECEMBER 2, 2020 — BOSTON Recent Regulatory Developments Open Target-Date Funds to Lesser Used Investment Products These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, December 2020 Issue. DECEMBER 1, 2020 — BOSTON Latin American Private Pensions Fuel Demand for Cross-Border Allocation These findings and more are from The Cerulli Report—Latin American Distribution Dynamics 2020: Emerging Opportunities in Uncertain Times. NOVEMBER 25, 2020 — SINGAPORE Asian Insurers Prefer Fixed Income and Alternatives Amid Low Interest Rates These findings and more are from The Cerulli Report—Asian Insurance Industry 2020: Knowing Your Insurance Client. NOVEMBER 25, 2020 — LONDON Emerging Market Debt Funds Are Yet to Fully Recover From COVID-19 These findings and more are from The Cerulli Edge―European Monthly Product Trends, November 2020 Issue. NOVEMBER 24, 2020 — BOSTON Calls for Transparency in the U.S. OCIO Market Grow as AUM Reaches New High These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2020: A Growing Demand for Industry Standards. NOVEMBER 23, 2020 — SINGAPORE Insurtech Propels Distribution in Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, November 2020 Issue. NOVEMBER 20, 2020 — LONDON Europe’s Cross-Border Fund Managers Have Reasons to be Optimistic These findings and more are from The Cerulli Edge―Europe Edition, 4Q 2020 Issue. NOVEMBER 18, 2020 — BOSTON COVID-19 Ushers Changes to Investor Behavior and Surfaces New Opportunities for Providers These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2020 Issue. NOVEMBER 17, 2020 — LONDON Content, Technology, and Partnerships Are Dominating European Asset Managers’ Sales and Marketing Strategies These findings and more are from The Cerulli Report—European Marketing and Sales Organizations 2020: Keeping Ahead of Rapid Change. NOVEMBER 13, 2020 — BOSTON RIAs Must Capitalize on Scale to Compete These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2020: Exploring Drivers of Change. NOVEMBER 9, 2020 — LONDON COVID-19 is Accelerating Asset Managers’ Use of Social Media These findings and more are from The Cerulli Edge―Global Edition, November 2020 Issue. NOVEMBER 5, 2020 — BOSTON U.S. Professionally Managed Assets Reach $51.5 Trillion These findings and more are from The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2020: Uncovering Addressable Assets Across Client Channels. NOVEMBER 4, 2020 — BOSTON Fee Innovation Must Be Constant for Managers in a Price-Sensitive, Commoditized Market These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2020 Issue. NOVEMBER 3, 2020 — LONDON European Pension Schemes Are Increasingly Seeking Assistance From Fiduciary Managers These findings and more are from The Cerulli Report—European Retirement Industry 2020: Addressing Pensions’ Evolving Needs. NOVEMBER 2, 2020 — BOSTON Retirement Plan Providers Contend with Regulatory Headwinds and Ongoing Confusion Related to ESG Considerations These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, October 2020 Issue. OCTOBER 29, 2020 — BOSTON Allocators Increasingly Evaluate Managers Through an ESG Lens These findings and more are from The Cerulli Report—U.S. Environmental, Social, and Governance Investing 2020: Shifting Environmental and Social Systems Push Asset Managers to Get More Responsible. OCTOBER 27, 2020 — SINGAPORE Asian Institutions Power Ahead in the New Digital Norm These findings and more are from The Cerulli Report—Institutional Asset Management in Asia 2020: Setting the Stage for a New Era. OCTOBER 26, 2020 — LONDON No Doubt as to Sustainability of Eco-Friendly Exchange-Traded Funds These findings and more are from The Cerulli Edge―European Monthly Product Trends, October 2020 Issue. OCTOBER 22, 2020 — BOSTON Investors’ Willingness to Engage in Paid Advice Relationships Is Peaking These findings and more are from The Cerulli Report—U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice. OCTOBER 21, 2020 — BOSTON Wirehouses Lead Advisor Productivity Rates Among All Broker/Dealer Channels These findings and more are from The Cerulli Report—U.S. Broker/Dealer Marketplace 2020: The Increasing Impact of Culture. OCTOBER 20, 2020 — SINGAPORE Digitalization Catches on in Asia’s Retirement Space These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, October 2020 Issue. OCTOBER 19, 2020 — BOSTON Consultants Well Versed in Alternatives Are Best Positioned to Gain Share Among Institutional Investors These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 4Q 2020 Issue. OCTOBER 16, 2020 — BOSTON Too Much Choice May Hinder Advisor Technology Adoption These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2020 Issue. OCTOBER 15, 2020 — BOSTON Asset Managers Pursue a Vehicle-Agnostic Approach That Favors Lower-Cost Structures These findings and more are from The Cerulli Report—U.S. Product Development 2020: Prioritizing Investment Product Initiatives. OCTOBER 14, 2020 — SINGAPORE Asian Asset Owners Take Heed of ESG Considerations These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 4Q 2020 Issue. OCTOBER 13, 2020 — BOSTON Direct Indexing Presents New Opportunities for Customization of Separately Managed Accounts These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2020 Issue. OCTOBER 9, 2020 — BOSTON Enhanced Market Volatility May Temporarily Slow Outsourced Portfolio Construction These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 4Q 2020 Issue. OCTOBER 7, 2020 — SINGAPORE Asia-Pacific Retirement Sector Gears Up to Meet Investors’ Evolving Needs These findings and more are from The Cerulli Report—Asian Retirement Markets 2020: Reshaping the Silver Market. OCTOBER 5, 2020 — LONDON European Investors’ Appetite for Alternatives Tipped to Keep Growing These findings and more are from The Cerulli Edge―Global Edition, October 2020 Issue. OCTOBER 1, 2020 — BOSTON Despite Regulatory Challenges, Defined Contribution Asset Managers Continue to Pursue ESG-Focused Distribution Initiatives These findings and more are from The Cerulli Report―U.S. Defined Contribution Distribution 2020: Adapting to Changes in the Regulatory Environment. FEATURED PRESS RELEASE | SEPTEMBER 2020 China Enters New Era of Greater Competition and Liberalization Foreign managers now can access China via multiple routes; their entrance is likely to add to the already-intense competition The Cerulli Report—Asset Management in China 2020: Rolling Out the Red Carpet READ MORE SEPTEMBER 30, 2020 — SINGAPORE Demand Surges for China’s Exchange-Traded Funds These findings and more are from The Cerulli Edge—China Edition, 3Q 2020 Issue. SEPTEMBER 29, 2020 — BOSTON Issuers Credit Fixed-Income ETFs and Institutional Adoption for ETF Growth These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, September 2020 Issue. SEPTEMBER 28, 2020 — SINGAPORE Fixed-Maturity Products Maintain Appeal in Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, September 2020 Issue. SEPTEMBER 25, 2020 — LONDON Europe’s Investors Ride the Next Wave of Sector Rotation These findings and more are from The Cerulli Edge―European Monthly Product Trends, September 2020 Issue. SEPTEMBER 24, 2020 — LONDON Thematic, ESG, and Fixed-Income Products Are Set to Play a Key Role in the European ETF Market in the Coming Years These findings and more are from The Cerulli Report—European Exchange-Traded Funds 2020: Adding Variety to Low Costs and Transparency. SEPTEMBER 17, 2020 — BOSTON Low Interest Rate Environment Could Portend Insurance Industry Consolidation These findings and more are from The Cerulli Report―U.S. Insurance General Accounts 2020: Finding Solutions Outside the Core. SEPTEMBER 16, 2020 — BOSTON Health Savings Account Industry Set to Evolve in Coming Years These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 3Q 2020 Issue. SEPTEMBER 10, 2020 — SINGAPORE China Enters New Era of Greater Competition and Liberalization These findings and more are from The Cerulli Report—Asset Management in China 2020: Rolling Out the Red Carpet. SEPTEMBER 8, 2020 — LONDON Impact Investing is on its Way to Joining the Mainstream These findings and more are from The Cerulli Edge―Global Edition, September 2020 Issue. SEPTEMBER 3, 2020 — BOSTON Plan Sponsors Hold the Keys to Boosting Retirement Readiness These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, September 2020 Issue. SEPTEMBER 2, 2020 — LONDON Asset Managers Realign Distribution Resources to Optimize Strategic Marketing Costs These findings and more are from The Cerulli Report—U.S. Intermediary Distribution 2020: Aligning Impact with the Costs of Distribution. AUGUST 31, 2020 — BOSTON Direct Indexing Moves Downmarket as Possible Solution for Affluent and Mass-Affluent Clients These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, August 2020 Issue. AUGUST 27, 2020 — BOSTON Banks Embrace Technology at an Accelerated Pace These findings and more are from The Cerulli Report—U.S. Private Banks and Trust Companies 2020. AUGUST 26, 2020 — LONDON Investment Trust Fundraising in Europe Persists Amid Volatility These findings and more are from The Cerulli Edge―European Monthly Product Trends, August 2020 Issue. AUGUST 25, 2020 — SINGAPORE Asia’s Fund Industry Embraces Digital Tools in the New Normal These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, August 2020 Issue. AUGUST 17, 2020 — LONDON Captive Managers Can Thrive as Competition for Insurance Assets Increases These findings and more are from The Cerulli Edge—Europe Edition, 3Q 2020 Issue. AUGUST 13, 2020 — BOSTON An Increase in Day Trading Causes Advisors to Change their Approach These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 3Q 2020 Issue. AUGUST 11, 2020 — BOSTON Recent Market Turmoil May Shift Perception of Annuity Products These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, August 2020 Issue. AUGUST 6, 2020 — BOSTON COVID-19 Will Cause a Decline in Assets Under Management, but Create Opportunities for Managers These findings and more are from The Cerulli Report—Global Markets 2020: A Sharper View of the Asset Management Sector. AUGUST 5, 2020 — BOSTON Transparency and Communication Help Advisors Shine in Digital-First Environment These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 3Q 2020 Issue. AUGUST 4, 2020 — LONDON COVID-19 Strengthens the Case for Artificial Intelligence in Fund Management These findings and more are from The Cerulli Edge―Global Edition, August 2020 Issue. JULY 31, 2020 — BOSTON Public Pension Plans Forced to Pin Liquidity Against Yield Pursuits These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 3Q 2020 Issue. JULY 30, 2020 — BOSTON Institutional Consultants Anticipate Long-Term Effects Resulting from COVID-19 These findings and more are from The Cerulli Report—U.S. Investment Consultants 2020: Adapting to the Post-COVID-19 Environment. JULY 29, 2020 — BOSTON Market Disruption Provides Opportunity for Active Fixed-Income Managers to Prove Value Over Passive Strategies These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, July 2020 Issue. JULY 28, 2020 — LONDON Minimum Volatility May Be Smart, But Only Over the Longer Term These findings and more are from The Cerulli Edge―European Monthly Product Trends, July 2020 Issue. JULY 27, 2020 — SINGAPORE China Leads Exchange-Traded Fund Growth in Asia ex-Japan These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, July 2020 Issue. JULY 23, 2020 — BOSTON Managers Should Revisit Liquid Alternative Offerings Amid Push for Increased Fees and Revenue Diversification These findings and more are from The Cerulli Report—U.S. Alternative Investments 2020: The Path Forward. JULY 21, 2020 — BOSTON Firms Reconsider Platform Consolidation Amid COVID-19 Market Correction These findings and more are from The Cerulli Report—U.S. Managed Accounts 2020. JULY 14, 2020 — SINGAPORE Asian Investors Rebalance Portfolios to Combat Uncertainties These findings and more are from The Cerulli Edge—Asia-Pacific Edition, 3Q 2020 Issue. JULY 7, 2020 — LONDON COVID-19 Has Not Deterred Europe’s Insurers From Private Markets These findings and more are from The Cerulli Edge―Global Edition, July 2020 Issue. JULY 6, 2020 — BOSTON Specialization and Diversification Drive Consolidation in Asset Management These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, July 2020 Issue. FEATURED PRESS RELEASE | JUNE 2020 Technology Funds Emerge as Winners from COVID-19 Consumer demand and business continuity benefit specialist firms The Cerulli Edge―European Monthly Product Trends, June 2020 Issue READ MORE JUNE 30, 2020 — SINGAPORE China’s Insurance Industry to Grow Amid Economic Headwinds These findings and more are from The Cerulli Edge—China Edition, 2Q 2020 issue. JUNE 29, 2020 — BOSTON Opportunities Remain for Active Managers Despite Overall Negative Flow Figures These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2020 Issue. JUNE 25, 2020 — BOSTON The Vast Majority of Investors Report Satisfaction with Advisor Experience JUNE 25, 2020 — LONDON Technology Funds Emerge as Winners from COVID-19 These findings and more are from The Cerulli Edge―European Monthly Product Trends, June 2020 issue. JUNE 23, 2020 — BOSTON Paving the Path of Least Resistance Will Yield Investor Assets These findings and more are from The Cerulli Report—U.S. Retail Investor Products & Platforms 2020. JUNE 22, 2020 — BOSTON Once the Domain of Wirehouses, Managed Accounts Have Generated Interest in New Channels These findings and more are from The Cerulli Edge—Managed Accounts Edition, 2Q 2020 Issue. JUNE 17, 2020 — BOSTON Insights from Behavioral Finance Highlight the Value of Professionally Managed Investment Solutions These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2020 Issue. JUNE 16, 2020 — LONDON International Managers Can Find Opportunities in the South African Asset Management Sector These findings and more are from The Cerulli Report—Asset Management in South Africa 2020: The Lie of the Land. JUNE 11, 2020 — BOSTON Model Providers Need to Confront the Reasons Why Advisors Are Not Using Models to Reach Potential Addressable Market These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2020: How Models Fit into a Broader Portfolio Construction Solution Set. JUNE 10, 2020 — BOSTON Investors’ Risk Appetite Could be Permanently Altered by COVID-19—Time for Advisors to Reassess Investment Goals These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2020 Issue. JUNE 9, 2020 — DENVER Continuous Education and Certification Provides Advisors with Greater Differentiation JUNE 8, 2020 — LONDON Pandemic Leads to Unusual Pandemonium in Safe-Haven Bonds and Equities These findings and more are from The Cerulli Edge―Global Edition, June 2020 Issue. JUNE 4, 2020 — BOSTON Uncertainty Following the COVID-19 Outbreak Prompts Conversations Surrounding Health, Wealth, and Financial Wellness These findings and more are from The Cerulli Report—U.S. Retirement End-Investor 2020: Helping Participants Navigate Uncertainty. MAY 29, 2020 — BOSTON Interval Funds Draw New Interest from Asset Managers Seeking Flexibility and Improved Revenue Generation These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2020 Issue. MAY 28, 2020 — LONDON European Insurers Are Seeking Increasing Assistance with Their Investment Portfolios These findings and more are from The Cerulli Report—European Insurance Industry 2020: Meeting Insurers’ Evolving Needs. MAY 27, 2020 — LONDON European ETFs Survive the Redemption Test These findings and more are from The Cerulli Edge―European Monthly Product Trends, May 2020 Issue. MAY 26, 2020 — SINGAPORE Bond Funds Poised to Maintain Strong Growth in Southeast Asia These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, May 2020 Issue. MAY 19, 2020 — BOSTON Capital Preservation Takes Center Stage for High-Net-Worth Investors During the Market Downturn These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-Net-Worth Markets 2019. MAY 18, 2020 — LONDON “Democratization” of Private Investments for Europe’s Retail Fund Investors These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2020 Issue. MAY 18, 2020 — LONDON “Democratization” of Private Investments for Europe’s Retail Fund Investors These findings and more are from The Cerulli Edge―Europe Edition, 2Q 2020 Issue. MAY 14, 2020 — SINGAPORE Asset Managers See Fintech Push as Key Priority for Business Growth in Southeast Asia These findings and more are from The Cerulli Report—Asset Management in Southeast Asia 2020: Preparing for the Coming New Age. MAY 7, 2020 — BOSTON As ETFs Deviate from NAVs, Advisors Need Education on Using Mutual Fund and ETF Vehicles in Concert These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, May 2020 Issue. MAY 5, 2020 — LONDON Impact Investing in Europe Is Set to Benefit From Fiduciary Demand, But Challenges Remain These findings and more are from The Cerulli Edge―Global Edition, May 2020 Issue. APRIL 30, 2020 — BOSTON Health Systems Gradually Augment Private Equity Allocations to Pursue Both Strategic Objectives and Yield Targets These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 2Q 2020 Issue. APRIL 29, 2020 — BOSTON Long-Term Mutual Funds and ETFs Experience Double-Digit Asset Declines While Money Market Funds Added More Than $700 billion in Net Flows These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, April 2020 Issue. APRIL 28, 2020 — LONDON The Coronavirus Pandemic Is Affecting Gold’s Safe Haven Status These findings are from The Cerulli Edge―European Monthly Product Trends, April 2020 Issue. APRIL 27, 2020 — SINGAPORE Indian Managers Gear Up for Passive Products These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, April 2020 Issue. APRIL 22, 2020 — BOSTON Sponsors Rediscover Proprietary Asset Management These findings and more are from The Cerulli Edge—Managed Accounts Edition, 1Q 2020 Issue. APRIL 21, 2020 — BOSTON The Race to Zero Provides Advisors with Greater Portfolio Possibilities These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 2Q 2020 Issue. APRIL 17, 2020 — LONDON European Investors are Embracing ESG While Looking to Cut Costs Where Possible These findings and more are from The Cerulli Report—European Distribution Dynamics 2020: Cross-Roads and Cross-Borders. APRIL 14, 2020 — BOSTON Registered Investment Advisor Channel Growth Soars These findings and more are from The Cerulli Edge―U.S. Asset and Wealth Management Edition, April 2020 Issue. FEATURED PRESS RELEASE | MARCH 2020 More Than 40% of 401(k) Plan Participants Lack an Official Source of Retirement Advice The Cerulli Edge—U.S. Retirement Edition, 1Q 2020 Issue READ MORE MARCH 31, 2020 — SINGAPORE China’s Digital Channels Thrive Amid Public Health Risks These findings and more are from the inaugural The Cerulli Edge—China Edition, 1Q 2020 Issue. MARCH 26, 2020 — LONDON Japanese Equity Funds: Time for European Investors to Take a Longer-Term View These findings are from The Cerulli Edge―European Monthly Product Trends, March 2020 Issue. MARCH 25, 2020 — BOSTON Mutual Fund and ETF Assets Plunge in February, Set to Decline Further in March These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, March 2020 Issue. MARCH 24, 2020 — SINGAPORE Advisory Model Gains Some Needed Ground These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, March 2020 Issue. MARCH 16, 2020 — BOSTON More Than 40% of 401(k) Plan Participants Lack an Official Source of Retirement Advice These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 1Q 2020 Issue. MARCH 12, 2020 — BOSTON Retirement Plan Providers Confront Need for Cybersecurity Measures These findings and more are from The Cerulli Report—U.S. Retirement Markets 2019: Looking Toward Holistic Solutions for Participants and Plan Sponsors. MARCH 10, 2020 — LONDON Alternative Managers Need to Adapt Their Fee Structures in Response to Increasing Price Sensitivity These findings and more are from The Cerulli Report―European Alternative Investments 2020: Matching Different Demands. MARCH 5, 2020 — LONDON Who or What is to Blame for the Plight of the U.K.’s Defined Contribution Retirees? These findings and more are from The Cerulli Edge―Global Edition, March 2020 Issue. MARCH 2, 2020 — BOSTON Accessibility and Understanding of Investors’ Risk Tolerance Levels Will Help Advisors Retain Assets During Turbulent Market Conditions These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2020 Issue. FEBRUARY 27, 2020 — BOSTON Health and Hospital Systems Seek to Boost Allocations to Alternative Investments These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends Edition, February 2020 Issue. FEBRUARY 26, 2020 — SINGAPORE Australian Investors Warm Up to Sustainable Themes These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, February 2020 Issue. FEBRUARY 25, 2020 — LONDON Floating-Rate Funds: Still Relevant for Investors’ Diversification? These findings and more are from The Cerulli Edge—European Monthly Product Trends, February 2020 Issue. FEBRUARY 24, 2020 — LONDON Quality and Quantity Are Essential if Europe’s Fledgling Green Bond Market is to Keep Growing These findings and more are from The Cerulli Edge—Europe Edition, 1Q 2020 Issue. FEBRUARY 18, 2020 — LONDON Regulation Will Be a Driver of Demand for Specific ESG Capabilities These findings and more are from The Cerulli Edge―Global Edition, February 2020 Issue. FEBRUARY 6, 2020 — BOSTON OCIO Search Consultants Rise as Influential Intermediaries These findings and more are from The Cerulli Edge―U.S. Institutional Edition, 1Q 2020 Issue. FEBRUARY 5, 2020 — BOSTON Fixed-Indexed Annuity Products Set for Banner-Year Growth These findings and more are from The Cerulli Report—U.S. Annuity Markets 2019: Adapting to Financial Advisory Trends. FEBRUARY 5, 2020 — BOSTON 40% of Advisor-Managed Assets Could Be Better Serviced by Technology These findings and more are from The Cerulli Report―U.S. Advisor Metrics 2019. FEBRUARY 4, 2020 — BOSTON A More Diverse Advisorforce Can Help Counteract Looming Talent Shortage These findings and more are from The Cerulli Edge―U.S. Advisor Edition, 1Q 2020 Issue. JANUARY 30, 2020 — BOSTON Amid Push for Wrapper-Agnostic Products, Semi-Transparent Active ETF Filings Show Promise These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends Edition, January 2020 Issue. JANUARY 29, 2020 — SINGAPORE Buoyant Outlook for Asia’s Insurance Annuities These findings and more are from The Cerulli Edge—Asian Monthly Product Trends Edition, January 2020 Issue. JANUARY 27, 2020 — LONDON Is an Absolute Return to the Good Days Possible? These findings are from The Cerulli Edge―European Monthly Product Trends Edition, January 2020 Issue. JANUARY 23, 2020 — BOSTON Hedge Fund ESG Activism Helps Managers Drive Change These findings are from the January 2020 issue of The Cerulli Edge—U.S. Asset and Wealth Management Edition. JANUARY 9, 2020 — BOSTON As Risk Mitigation Replaces Alpha Generation, Advisors Can Miss the Forest for the Trees These findings and more can be found in the joint white paper here. 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. 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