Our I's Are on Your Growth.

Improve Performance

Understand how global demographic shifts are changing investment product use and identify the right markets and client segments to achieve results. 

Our I's are on Your Growth.

Innovate Your Business Model

Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.

Our I's are on Your Growth.

Identify Opportunities for Expansion

Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.

Our I's are on Your Growth.

Imagine New Possibilities

Let Cerulli help you better understand your current and prospective clients’ needs and desires to help achieve optimized product and distribution strategies.

Cerulli For Consulting

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.

Latest Insights


white paper

Responsible Investment in Hedge Funds: The Growing Importance of Impact and Legacy. Read our white paper — written in partnership with the UN-supported Principles for Responsible Investment.


Video Clip

The Fight Against the Shift to Index Funds: The topic of non-transparent ETFs is drawing intrigue from ETF issuers, distributors, and intermediaries. Hear from Cerulli on the topic on Bloomberg’s ETF IQ.



Outlook and Overview of China: The doors are opening in China for product innovation. Our e-book identifies regulatory changes, demographic shifts, and new cross-border schemes.


White Paper

The Neglected Generation: Due to the aging population of the industry’s most heavily targeted clients, developing relationships with the next generations of potential investors is paramount.

Thank you for contacting Cerulli Associates. A member of our business development team will be in touch with you soon. We look forward to working with you.

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Learn more about Cerulli's strategic consulting and custom research offerings.