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Assess true global demand for environmental, social, and governance (ESG) investment strategies. Cerulli’s roundtable discussion brings perspectives from Cerulli’s global ESG leaders together for a holistic look at regional adoption, market sizing, product development, reporting, and other key themes.
Understand where ETF product development efforts are headed and explore opportunities for distribution with Cerulli’s Daniil Shapiro, associate director. During this 45-minute live discussion, he will examine exciting opportunities for ETF expansion and catalysts shaping product demand.
The future looks bright for the ETF market in Europe: 82% of the ETF issuers Cerulli surveyed expect healthy levels of annual growth (greater than 5%) in the passive ETF market over the next two years. ETFs have gone from playing a minor, tactical role in portfolios to standing strong as core building blocks, while the product landscape throughout the continent has evolved significantly since the first ETFs were launched 20 years ago.
Understand which elements of ESG matter most to institutional and retail investors with Cerulli’s Michele Giuditta. During this 45-minute session, she will assess the true demand for ESG strategies among both client types and explore the important considerations for winning space on a third-party allocator’s roster, and ultimately a spot in an investor’s portfolio.
The time is right for foreign managers to establish onshore asset management services in China. New regulation allows foreign managers to broaden their working relationships with Chinese institutions by advising their wealth management arms. For managers to take advantage of new liberalization schemes, they must prove themselves—culturally and competitively.
Recent regulatory guidance from the Department of Labor (DOL) related to the use of environmental, social, and governance (ESG) and private equity investment products, along with the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019, will have important implications for defined contribution (DC) product development and distribution initiatives.
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While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads. As distribution executives plan for the next five years, they will have to weigh opportunity costs and reallocate distribution resources.
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Insurers are facing an extremely challenging interest rate environment in 2020, forcing general accounts to look beyond core fixed-income holdings. With rates at all-time lows and great economic uncertainty, insurers need to find diversified sources of yield and income while also considering the credit risks embedded in current portfolios.
How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry? Join Cerulli for a timely look at where the industry is today—nearly six months into the global pandemic—and where to expect consolidation, growth, and innovation across asset owner and allocator segments as well as investment product trends.
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Platform consolidation initiatives at sponsor firms have slowed as the SEC’s Regulation Best Interest (BI) has caused senior leaders to direct their attention toward compliance oversight. What does this mean for platform consolidation and program rationalization initiatives and how are players in the managed account ecosystem responding? Explore the impacts of this trend and more with Cerulli’s Tom O’Shea, director, and Matt Belnap, senior analyst.
As traditional asset managers, hedge funds, and private equity firms increasingly target retail channels for alternative assets, myriad factors come into play. Firms need to assess the segment’s addressability, vehicle structures, distribution and organizational capabilities, as well as prioritize product development and distribution efforts. Join Cerulli’s Daniil Shapiro, associate director of product development, for a 45-minute strategic overview of the state of U.S. Alternative Investments, based on 2020 research findings.
Associate Director,
Product Development
Understand new market dynamics impacting asset management in Asia Pacific and strengthen your expansion approach with Cerulli’s managing director of Asia, Ken Yap. During this 45-minute discussion, he will provide an overview of top trends in the retail and institutional segments, and also discuss the impact of the pandemic and the rise in digital distribution.
This program is geared toward external managers seeking to evaluate addressability in China, Japan, India, Korea, Taiwan, Hong Kong, Singapore, and Southeast Asia..
Managing Director,
Asia
Gain key insights on market entrance and expansion opportunities in Europe. Explore trends in retail and institutional distribution; cross-border asset growth; evolving requirements from defined benefit plans; the rise of environmental, social, and governance (ESG) investing; and increased growth of passive investments.
Managing Director,
Europe
Private banking is one of the most promising distribution channels for asset managers in Europe, but it is changing in concert with clients’ evolving needs. Join Cerulli’s Fabrizio Zumbo, Associate Director, for views on how European private banks are enhancing their environmental, social, and governance (ESG) offerings and value propositions, the increasing adoption of exchange-traded funds (ETFs) in their clients’ portfolios, and how they are navigating the realm of alternative investments.
Associate Director, Retail
In this era of uncertainty following the COVID-19 outbreak—with volatile market performance, widespread disruption to employment and education, and massive legislation impacting retirement plans and other benefits—there is arguably more need than ever for comprehensive guidance and financial wellness programs. How are retirement investors, especially 401(k) participants, balancing their needs for short-term solvency against long-term financial goals? How can providers adapt and respond to these circumstances? Join Cerulli’s Anastasia Krymkowski, associate director, for timely insights and strategic recommendations on this topic.
Associate Director, Retirement
Spurred by a rising affluent population, new regulatory initiatives, and wider use of digital technology, the asset management industry in Southeast Asia is poised for rapid expansion. Cerulli expects regional assets under management (AUM) in this region to grow at a compound annual growth rate (CAGR) of 9.3% between 2019 and 2024. Many foreign managers are taking note--acquisitions of local asset managers to gain entry or increase marketshare are set to rise. This will further alter the asset management landscape in the region.
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Driven by the need to improve operational efficiencies and profits, insurers are increasingly consolidating their relationships with external asset managers, resulting in partner-type engagements.
Join Cerulli’s Justina Deveikyte, associate director, for an overview of this trend, implications for asset managers, and hear projections on industry asset growth and outsourcing trends.
Associate Director,
European Institutional
Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process. To meet current and expected future demand, asset managers and third-party strategists continue to promote and expand their model offerings. Join Cerulli’s Brendan Powers, CFA for a closer look at the key factors influencing the rise of asset allocation models and understand how model providers are building, distributing, and supporting the models.
Associate Director,
Product Development
Non-U.S.-domiciled firms evaluating entry or expansion in the U.S. asset management market face a rapidly evolving industry. Factors such as fee compression, consolidation, and shifting investment preferences across institutional and retail investors are challenging traditional business models—forcing evolution and innovation. Where are opportunities for expansion and how can foreign managers gain leverage?
Managing Director,
U.S. Research
Join Cerulli’s Michael Rose, associate director, for a presentation on key market sizing pertaining to broker/dealers (B/Ds) and consider the top trends that Cerulli has observed among B/Ds and their affiliated advisors.
Associate Director,
Wealth Management
While the outsourced chief investment officer (OCIO) market shows signs of maturity, opportunities for growth remain. Join Cerulli’s Laura Levesque, associate director, for a discussion on the OCIO market and key implications for OCIO providers, asset managers, asset owners, and search consultants.
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Associate Director,
Institutional
Explore the key principles of environmental, social, and governance (ESG) investing and trends driving adoption. During this 45-minute discussion, Michele Giuditta, director, will address how asset managers are incorporating ESG considerations into their investment processes and provide a timely update on changes managers are making to company evaluations during the Covid-19 pandemic.
Director, Institutional
Despite market uncertainties, the coronavirus outbreak has brought about opportunities for a new wave of digital disruption in China, as more investors turn to online means of making investment decisions. Meanwhile, more opportunities are available to foreign players as the industry opens up, with the removal of various ownership limits. To accommodate our global audience members, we will offer this session at two separate times. Please review the times the session will be offered below and sign up.
Myriad factors are driving change in the U.S. retirement market—impacting asset managers, recordkeepers, plan sponsors, and participants. Size the market, explore key trends, and understand the implications with Cerulli’s Anastasia Krymkowski, associate director.
Associate Director, Retirement
We’ve been here before. Remember 2008? The recession held many powerful lessons for wealth management firms, restoring investor confidence, and, perhaps most critical—retaining client assets. Join Cerulli’s Scott Smith to uncover best practices born of the 2008 recession and gain actionable strategies to quell investor fear and uphold your value proposition today.
Director of Advice Relationships
As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers. During this webinar, Cerulli’s Marina Shtyrkov and Ed Louis explore key RIA channel trends and interpret how these changing dynamics impact asset management firms.
Senior Analysts,
Intermediary
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
When an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
When an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable.
