Strategic Analysis, Unmatched Intelligence

Forecast market growth
Understand important market cycles and forecast industry growth with Cerulli’s robust data and intuitive visualization. Flexibly embed your firm’s capital market assumptions to customize your firm’s market views.

Identify Opportunities
Gain a holistic view of critical industry growth drivers. Capture demographic, geographic, and secular trends impacting your firm’s position. Size and seize new potential segments of the market to target.

Drive Strategic Decisions
Use our data to capture market opportunity. Whether you are in the early stages of product development or seeking new distribution channels by geography or market segment, our data can help you make important business decisions based on sound analysis.

Managed Accounts Lodestar

Cerulli’s Managed Accounts Lodestar subscription provides detailed product and platform intelligence for broker/dealers (B/Ds), asset managers, and financial technology firms. The platform captures data tracked on a quarterly basis from more than 200 individual managed account programs and annual assets dating back to 1993.

  • Review and compare flows, fees, leaderboards, account size, number of accounts, asset classes, and investment vehicles.
  • Evaluate assets and firms by program, channel, packaging, and discretion.
  • Understand asset managers’ separate account business via single-contract, dual-contract, model-delivered, asset allocation models, asset category, and asset objective segmentations. 

Investment Product Trends Lodestar

Investment Product Trends enables product development and strategy teams to segment and analyze assets and flows across vehicles on a regular basis. Users can explore weekly cash flow data by asset class and sub-asset class for long-term mutual funds and ETFs. Also, on a weekly basis, money market fund net assets and number of funds can be examined by retail and institutional split and asset class. Monthly updates for ETFs and mutual funds allow users to review historical trends, asset class, and more.

Retirement Lodestar

Analyze the 401(k) industry at the state and industry level to build your business development approach with Cerulli’s Retirement Lodestar. Access data on assets, plans, total participants, contributions, and distributions within the 401(k) market, and review and customize projections for assets, plan size, participants, and contributions. This subscription provides advanced segmentation analysis specific to your firm's target markets, side-by-side state plan comparison, and participant segmentation by type (active/retired/separated), and provides overall market sizing and projections for other defined contribution segments (403(b), 401(a), and 457).

Intermediary Lodestar:
U.S. Wealth Management

Size, forecast, and benchmark the U.S. broker/dealer (B/D) and advisor markets. In one simple view, explore the distribution of retail asset management products through financial advisors; analyze channel growth and advisor movement; and evaluate expansion potential. The underlying data comes from Cerulli’s proprietary surveys, and includes advisor sizing (headcount and assets under management), salesforce management, channelized metrics, wholesaler metrics, advisor productivity, and broker/dealer metrics. Cerulli’s advisor survey is the industry’s largest and longest running, covering thousands of advisors annually across all channels.

Banks: Fiduciary Assets Lodestar

Discover opportunities in private, regional and community banks. Cerulli’s Fiduciary Assets Lodestar is the only platform with deep, historical data on banks’ fiduciary accounts. The subscription enables you to breakdown of all bank fiduciary business lines, including defined benefit, defined contribution, other retirement assets, corporate trust, agency accounts, personal trust, endowments and foundations, and other fiduciary assets.

Retail Investor Lodestar

Learn what drives U.S. retail investors’ investment decisions and gather the insight you need to reach, engage, and grow your marketshare. Cerulli’s Retail Investor Lodestar provides access to household balance sheet information across retail investors and gauges sentiment across key metrics. Gain in-depth perspective on household balance sheets across all wealth tiers, including advanced segmentation of investor households by investable assets and net worth. The subscription also provides insight into the relationship between financial providers/advisors and retail investors. Metrics covered include investor attitudes, current product use, plans for future product use, satisfaction of provider relationship, and use of direct and online trading accounts.





98% of managed account
industry assets
Over 1,200
financial advisor survey
responses annually
Form 5500s, including
assets and participants,
for every 401(k) plan
Comprehensive coverage of
banks with trust powers


Strategic Consulting & Custom Research

Cerulli Associates is a global research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For nearly 30 years, Cerulli has been the most trusted resource for strategic consulting and custom research, providing clear, actionable outcomes.


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