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While we work through this challenging time, Cerulli is pleased to provide you with virtual access to our market views and expert analysis. Please contact us to learn more or to schedule a private session for your company.



Upcoming Events

03
December 3, 2020

European Exchange-Traded Funds (ETFs): Demand, Growth, and Product Development

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. 

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Fabrizio Zumbo

Associate Director,
European Research

Past Webinars and Recordings

19
November 19, 2020

U.S. Environmental, Social, and Governance Investing 2020: Demand, Data, and Key Issues

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.
 


Michele Giuditta, CFA

Director, Institutional
05
November 5, 2020

Asset Management in China: Setting the Stage for Expansion

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.
 


Ye Kangting &
Siau Kean Yung

29
October 29, 2020

U.S. Defined Contribution: Adapting to Changes in the Regulatory Environment

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. 

Access the recording >

Shawn O'Brien, CFA

Senior Analyst, Retirement
15
October 15, 2020

U.S. Asset Management Distribution: The Changing Costs of Doing Business

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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Ed Louis

Senior Analyst, Intermediary
01
October 1, 2020

U.S. Insurance General Accounts: Meeting Investment Objectives in a Low Interest Rate

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.


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Bob Nelson, CFA

Associate Director, Institutional
20
August 20, 2020

COVID-19: U.S. Asset Owner and Allocator Perspectives

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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Matt Belnap, Laura Levesque, Brendan Powers, Chris Swansey

12
August 12, 2020

Key Trends in U.S. Managed Accounts

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.



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Tom O'Shea
and Matt Belnap

6
August 6, 2020

The Democratization of U.S. Alternative Investments

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.

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Daniil Shapiro, CFA

Associate Director,
Product Development

22
July 22, 2020

Asset Management in Asia Pacific: Outlook, Entry, & Expansion

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..

Access the recording >

Ken Yap, CFA

Managing Director,
Asia

15
July 15, 2020

Asset Management in Europe: Entrance & Expansion Opportunities

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.

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André Schnurrenberger

Managing Director,
Europe

18
June 18, 2020

Private Banking in Europe: Evolving Product Demand & Service Models

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.

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Fabrizio Zumbo

Associate Director, Retail

12
June 12, 2020

U.S. Retirement Investor: The Role of Plan Sponsors, Advisors, and Retirement Providers in Volatile Times

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.

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Anastasia Krymkowski

Associate Director, Retirement

10
June 10, 2020

Asset Management in Southeast Asia: Innovation & Opportunity

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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Shannen Wong &
Phoebe Yeo

04
June 4, 2020

The European Insurance Industry: The Rise of Strategic Partnerships

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.


Justina Deveikyte, CAIA

Associate Director,
European Institutional

28
May 28, 2020

U.S. Asset Allocation Model Portfolios: Innovation, Distribution, and Adoption

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.

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Brendan Powers

Associate Director,
Product Development

21
May 21 & 22

U.S. Asset Management: Strategic Expansion in an Evolving Market

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?

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Bing Waldert

Managing Director,
U.S. Research

07
May 7, 2020

The State of U.S. Broker/Dealers within an Evolving Wealth Management Marketplace

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.

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Michael Rose

Associate Director,
Wealth Management

30
April 30, 2020

U.S. Outsourced Chief Investment Officer: Market Viewpoints

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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Laura Levesque

Associate Director,
Institutional

23
April 23, 2020

Environmental, Social, and Governance (ESG) Investing

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.


Access the recording >

Michele Giuditta

Director, Institutional

22
April 22, 2020

Trends and Opportunities in China's Asset Management Industry

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.

Access the recording >

Ye Kangting &
Siau Kean Yung

16
April 16, 2020

The U.S. Retirement Market: Sizing, Fee Compression, and Technology

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.

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Anastasia Krymkowski

Associate Director, Retirement

09
April 9, 2020

Advice
in Adversity

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.

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Scott Smith

Director of Advice Relationships

03
April 3, 2020

RIA Trends & Distribution Opportunities

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.

Access the recording >

Ed Louis &
Marina Shtyrkov

Senior Analysts,
Intermediary

FREQUENTLY ASKED QUESTIONS

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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.

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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.

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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.

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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.

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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.

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