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.

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..

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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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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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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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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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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.

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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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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.

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