Browsing Tag
Cerulli Associates
163 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.
When Risk Tolerance and the ‘Right’ 401(k) Allocations Collide
The argument has long been made that longer lifespans (and therefore retirements) require longer investments in equities in…
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts offer customized retirement savings, higher savings rates, and better diversification. Learn how they outperform TDFs.
Collective Investment Trusts Aim for Asset Milestone
Collective investment trusts rose to $2.8 trillion in 2016, offering institutions lower-cost alternatives to mutual funds.
The Opportunity, and Peril, in Retirement Asset Consolidation
How do you ensure you’re the one? It’s hardly news to know retirees like to simplify once they…
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…
CIT Assets Are Booming, Big Time
Collective investment trusts growth hits double digits as CIT assets surge, driven by fee savings and rising awareness.
2017 A ‘Tipping Point’ for CIT Use
They’re not new but nevertheless hot—CITs are a major 401k topic in 2017. Collective investment trusts are investment vehicles…
Will Silly Sanctimony Sink ESG Fund Sales?
Europeans are just better than us. Apparently, they’re publicly shaming their asset managers into investing more in environmental,…
Major Snag With Trump’s Roth 401k Proposal?
The Trump Administration might need to ramp up its Roth education if it hopes to successfully sell its…
Record U.S. ETF Assets Spotlight Low Retirement Plan Adoption
The low-fee fund movement is unquestionably driving exchange-traded fund adoption, but when (if ever) will it hit 401ks?…