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Searching for: researcher is "cerulli associates"

Surveys listed in reverse order of publication date

Results 1-15 of 23. Go to page: 1  2  
Jump to : Nov 2011  Jul 2010  Aug 2004  Jun 2004  Apr 2004  Mar 2004  Feb 2004  Jan 2004  Dec 2003  Nov 2003  Sep 2003  Apr 2003  Mar 2003  Jan 2003  Dec 2002  Sep 2002

European Defined Contribution Markets 2011
Cerulli Quantitative Update
Cerulli Associates
Nov 2011 WORLDWIDE Scheme Issues & Trends, Scheme Design (inc. DB & DC), European Union members, European Union issues
Cerulli has published a report entitled "European Defined Contribution Markets 2011" which explores the current opportunities and challenges facing European DC markets. The report predicts that Europe's DC pension assets will continue to grow 10.8% each year to reach €2.8trn in 2015, exceeding that of DB assets.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D2648455   Click here to contact the authors.
 
Cerulli Opportunities in European Corporate DC Pensions
Cerulli Opportunities in European Corporate DC Pensions
Cerulli Associates
Jul 2010 Europe (including EU) Investment - Management, European Union members, European Union issues
Cerulli Associates has published a report analysing the pension and retirement landscape in Europe and examining the roles of consultants and platforms, the proliferation of product choices, and the impact on fees.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DD554768    
 
Global Multimanager Products 2004
Survey of multimanager asset management products in 10 key domiciles worldwide
Cerulli Associates
Aug 2004 WORLDWIDE Investment - General
According to this report, multimanager products (including funds of funds and manager of managers products that award separate accounts to unaffiliated subadvisers) experienced record net new inflow to finish 2003 with nearly US$680 billion in assets worldwide. The researcher expects multimanager product assets worldwide to continue growing 14% compounded annually until at least 2008, matching the growth rate posted for the past four years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C6253565   Click here to contact the authors.
 
Capturing and Retaining Rollovers: Positioning for Success
The IRA rollover landscape and the trends driving the marketplace.
Cerulli Associates
Aug 2004 WORLDWIDE Investment - General
According to this report, the significant amount of money (more than $1 trillion) that will rollover from qualified plans into IRAs over the next decade reinforces the importance of the rollover market to financial services providers. The mobility of the workforce and the approaching Baby Boomer retirement guarantee a steady flow of annual IRA rollover contributions and the battle to capture these assets is heating up. Providers servicing retirement plans and retail assets are racing to understand better  the competitiveness of the IRA product and to develop a viable strategy to differentiate their product. The reality that all IRA account holders cannot be serviced in the same manner challenges providers to offer an IRA platform with the right products and services.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7E25349C   Click here to contact the authors.
 
Asia Distribution Dynamics 2004
Asian Mutual Fund Assets
Cerulli Associates
Aug 2004 WORLDWIDE Investment - General
According to this report on Asia ex-Japan, the researcher predicts Asian mutual fund assets will grow at a 14% compound annual growth rate to finish 2008 with slightly less than US$700 billion under management. The report adds that Asia ex-Japan represents the fastest growing asset management region in the world and that this is unlikely to change anytime soon, given that Asia houses the world's two most populous nations and both are making considerable strides in internationalising their economies as well as their asset management markets.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

592532BE   Click here to contact the authors.
 
Platform based distribution still on the rise
European Adviser distribution
Cerulli Associates
Jun 2004 United Kingdom, France, Germany, Italy Investment - Management
This report analyses the latest trend in platform based distribution across the United Kingdom, France and Germany and the impact this distribution channel is having on the development of the financial advisory market in each of these countries. The report also examines the growth of gestioni patrimoniale in fondi (mutual fund advisory programmes) in Italy and its continued importance for foreign asset management firms seeking to access the Italian retail and mass affluent asset management marketplaces. According to the research, the growth of platform based distribution across the key markets in Europe crossed €60 billion (US$73 billion) at the end of 2003, surpassing previous estimates, and is set to exceed €220 billion by 2008.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

27235790   Click here to contact the authors.
 
Asset Management: Institutional Sales & Relationship Management
How asset management firms are serving delivery channels
Cerulli Associates
Jun 2004 United States Investment - Management
The quantitative component of this report is based on two separate online surveys. The first survey targetted institutional investment managers and examined best practices for sales and relationship management within the marketplace. The second survey, which also targetted institutional fund managers, focused specifically on best practices in servicing institutional investment consultants.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3923469D   Click here to contact the authors.
 
Alternatives to Mutual Funds: Financial Adviser Distribution Trends
Financial advisers' adoption of mutual fund alternatives and alternative investments
Cerulli Associates
Apr 2004 United States Advisers, Investment - General
According to this research, mutual funds will remain a central part of financial advisers' businesses, but will lose some ground to newer products in the high net worth markets. As investment product manufacturers have developed solutions and processes that address some of the inherent drawbacks or limitations of the mutual fund structure, financial advisers have begun to favour these solutions. Similarily, as alternative investment products such as hedge funds and private equity funds have become available to financial advisers, they have started finding applications for these products in their wealthier clients’ portfolios. Despite the attraction of these emerging products, only a fraction of financial advisers has made use of them.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B02195BB   Click here to contact the authors.
 
Asset Management: A Product Strategy Framework
An analytical framework for formulating and refining product line strategy
Cerulli Associates
Apr 2004 United States Investment - Management
This report provides an analytical framework for formulating and refining product line strategy. It focuses on three central areas: (1) strategic drivers, (2) product governance and product management structures and processes and (3) mutual fund product planning development, profitability and consolidation. A survey of US asset management firms serves as the foundation for many of the exhibits contained in the report.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1A218237   Click here to contact the authors.
 
Mass Market Advice: Challenges and Opportunities
Factors shaping the population of mass market consumers ($100k in assets or $250k net worth)
Cerulli Associates
Mar 2004 United States Investment - General, Advisers
This research explores the factors shaping the population of mass market consumers (investors with less than $100,000 in investable assets or $250,000 in net worth) and those financial service providers developing strategies, or considering such an effort, efficiently to deliver advice to this market segment.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9E2108BF   Click here to contact the authors.
 
Managed Accounts 2003: Programme Sponsors
Analysis of broker/dealers’ fee based business
Cerulli Associates
Feb 2004 United States Investment - General
This report analyses broker/dealers’ fee based business across each of the main programme segments (Separate Accounts, Mutual Fund Advisory, Rep as Portfolio Manager and Fee-Based Brokerage). In addition, analysis is provided by broker/dealer business model (i.e. wirehouse, independent, discount, third-party). The fingings reveal that third party separate account consultant programmes have grown at a rate of 15.9% since 1997.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9720845E   Click here to contact the authors.
 
Asset Management: Private Client Groups
Private client groups' asset management and delivery models
Cerulli Associates
Jan 2004 United States Investment - General
This research examines asset management delivery models designed to target high net worth individuals. It maintains that asset managers are converging upon high net worth investors, ading that, previously the domain of specialist asset management boutiques and private banks, wealthy individuals are finding themselves courted by mutual fund complexes and institutional asset managers.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B4199275   Click here to contact the authors.
 
Retirement Markets 2003
Analysis of retirement market coverage
Cerulli Associates
Dec 2003 United States Scheme Issues & Trends
As public and private retirement assets represent a large percentage of total US financial assets and a growing percentage of total financial assets held by households, the researcher says that financial services firms, whether direct or indirect participants, must take heed of the demographic changes taking place in the population and address the service demands and product needs that workers are requesting. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DF188285   Click here to contact the authors.
 
Value of Advice: Understanding the Impact of Financial Planning
Trends shaping intermediaries and their distribution of investment products
Cerulli Associates
Nov 2003 United States Advisers
This report examines trends shaping intermediaries and their distribution of investment products. It also examines the added benefits and challenges of implementing financial planning dispensation at the broker/dealer level. The study further examines the factors affecting both sides of the balance sheet and depicts when a transition to financial planning climbs from the red into the black. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BD1865FB   Click here to contact the authors.
 
Investment Consultants: A Strategic Outlook
The institutional investment consulting industry and the current market trends
Cerulli Associates
Sep 2003 United States Investment - General, Advisers
This study focusses on the institutional investment consulting industry and the current market trends influencing the business. According to the study, competition is tighter than ever among consulting firms and there is not much turnover among the firms which plans sponsors hire. However, as competitive pressures increase and new business models emerge, some firms have been forced to expand their core business and explore new markets.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BF1658AE   Click here to contact the authors.
 

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