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Advisors are helping 33 million U.S. households pursue their financial goals
Financial advisors play a crucial role in helping investors identify and pursue their financial goals. The goal of this research, conducted jointly with the Securities Industry and Financial Markets Association (SIFMA), is to better understand the size and scope of the relationships between financial advisors and individual investors with between $100,000 and $1,000,000 of investable assets. Cerulli has determined that over three-quarters of investors in this segment report using and relying heavily on a professional financial advisor for advice, especially as it relates to assuring a comfortable standard of living in retirement. These relationships encompass, 33 million US households who in aggregate hold $6.5 trillion with securities firms, with an average relationship size of $135,000. Read More.
Strong Growth Ahead, but Institutions Are Demanding More
In the fourth quarter of 2018, Cerulli Associates, on behalf of BlackRock, conducted in-depth qualitative interviews with senior executives, finance and investment staff professionals, and investment committee and board members at U.S. institutions across client segments, offering insight into their experiences working with an outsourced chief investment officer (OCIO) provider. Collectively, these institutions control $25.5 billion in assets. Read More.
The Growing Importance of Impact and Legacy
To get a sense of where the hedge fund industry is currently positioned in terms of ESG, Cerulli partnered with the UN-supported Principles for Responsible Investment to launch two unique surveys for hedge fund managers and asset owners globally. Our survey of hedge funds gave us insight into how managers are positioning themselves with regard to responsible investment (RI). Our survey of asset owners gave us insight into how important RI practices are in the hedge fund sector, as well as how asset owners are approaching the issue and what they want to see from the industry. Read More.
With the prospect of increased market volatility, advisors must do more to incorporate behavioral finance into their practice to help mitigate biases
Charles Schwab Investment Management in collaboration with the Investments & Wealth Institute retained Cerulli Associates, a leading independent market research and consulting firm, to learn how advisors view and use behavioral finance when working with clients. In July 2019, Cerulli Associates conducted a survey of more than 300 financial advisors. Respondents were members of the Investments & Wealth Institute® and diversified among business models, including wirehouse, registered investment advisor (RIA), and national/regional broker dealers. Key findings from the survey, BeFi Barometer 2019, are discussed in this white paper. Read More.
Building Risk-Conscious Portfolios
As advisors deploy strategies to mitigate risk, an overreliance on select brands and liquidity concerns may be leading them to overlook more tailored exchange-traded fund (ETF) products. Cerulli’s latest white paper, issued on behalf of Rafferty Asset Management, LLC, the advisor to Direxion ETFs, suggests that advisors should assess the full array of tools available to them, including factor-based and outcome-oriented strategies, as well as products with embedded capital efficiency to identify how to best achieve the optimal outcome for their clients. Read More.
Cerulli uses compilations of existing data to create white papers and thought leadership for public distribution. View our library of content here.
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