The outbreak of COVID-19 has presented a multitude of challenges to the institutional asset management industry. Travel restrictions have upended normal communications with institutional clients, and market volatility has acutely impacted client portfolios.

Read our white paper to learn what practices asset managers and investment consultants should deploy to secure client engagement. Contact us to learn how we can help you refine your sales and service strategy.


Our White Paper Uncovers These Key Trends


With travel restrictions, managers will need to increasingly rely on technology to facilitate client interaction.


Institutional clients are ensuring that managers have appropriate business continuity procedures in place.


The pandemic will cause many institutions to evaluate the cost of investment management.

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Cerulli Associates is a global research and consulting firm that offers financial institutions guidance in strategic positioning and new business development. We deliver strategic consulting and custom research that provide clear, actionable options.