Browsing Tag
Cerulli Associates
168 posts
Cerulli Associates is a Boston‑based independent research, consulting, and analytics firm founded in 1992. They specialize in global insights into asset and wealth management markets—offering proprietary data, strategic guidance, and custom research. Clients include asset managers, wealth firms, fintechs, and retirement plan providers. Cerulli publishes the Cerulli Report and The Cerulli Edge, surveys thousands of industry professionals, and provides consulting on M&A, distribution, client segmentation, pricing, and more.
How Do Recordkeepers Really Feel About 401k Financial Wellness?
While the term financial wellness can be ambiguous (or not), at its most fundamental level it emphasizes holistic…
Employers Trust 401k Firms Over Government on Retirement Plans
So, what does it mean for state-sponsored retirement plans? The SPARK Institute and Cerulli Associates find that small…
ESG Investments Face ‘Headwinds’ in 401(k)s
Despite an uptick in environmental, social, and governance (ESG)-focused conversations in the defined contribution market, ESG-oriented investment options…
Serious Aging Concerns Boost Target Date Fund Potential
Joe Coughlin, director of the Massachusetts Institute of Technology’s MIT AgeLab, often calls Japan “a nursing home on…
Would Illiquid Assets in 401(k)s Be Crazy or Constructive?
It’s difficult enough to get plan sponsors and participants covered, educated and invested in retirement saving through the…
401(k)s Show Net Outflows, Signaling Slowdown
New research from global research and consulting firm Cerulli Associates finds that from 2012 through 2017, total distributions or outflows leaving the 401(k) market expanded at a five-year compound annual growth rate (CAGR) of 8.4 percent.
3 Reasons ESG Investing Lags Behind Interest
Researchers with Cerulli Associates explore the disconnect between growing investor interest in ESG funds and a simultaneous lagging rate of adoption.
How Do Retirement Plan Participants Feel About HSA Benefits?
Call it a lotta interest with little education. Across discussions with 401k and defined contribution industry executives throughout…
Where Are We With 401(k) Collective Investment Trust Growth?
Collective Investment Trusts continue their comeback, with Cerulli Associates noting that recent growth in CIT assets can be…
Something Crazy’s About to Happen With That Generational Wealth Transfer
First it was $18 trillion, then $35 trillion, then $41 trillion—and now? Cerulli says cynical Gen X will…