News, Comment & Analysis results for Cerulli

WM Market Reports
28 January 2022

US Wealth Transfer To Surpass $84 Trillion By 2045 – Cerulli

Huge numbers are often quoted when estimating how large wealth transfers in major countries will be...

Asset Management
27 July 2021

The ESG Phenomenon: Capital Group, Cerulli Associates

Developments and commentary in and around the ESG investment space. ...

Asset Management
20 August 2018

Mapping Best Routes To Retail AuM In Southeast Asia - Cerulli

The analytics and research firm sets out what it considers the smartest ways to gather retail...

Asset Management
21 May 2018

Actively-Managed Funds Feeling The Fee Compression Heat - Cerulli

The relentless pressure from "passive" funds is making an impact on those actively run portfolios. ...

Fund Management
22 December 2017

Insurance Rises As Driver Of Fund Sales In Asia Ex-Japan - Study

Banks dominate this market but insurance firms offer a new conduit for fund distributors, says...

WM Market Reports
3 July 2017

Southeast Asia Becomes Tastier Prospect For Foreign Fund Firms

Countries such as Indonesia and the Philippines are becoming more attractive markets for foreign...

WM Market Reports
26 May 2017

Expect Some European Money Market Funds To Disappear As Weak Returns Bite

A report has warned about how Europe's money market funds face significant headwinds. ...

8 March 2017

Delayed Or Not, DOL Fiduciary Rule Is Changing US Wealth Advice

Delay or no delay, a new regime governing how US wealth advisors charge clients is changing the...

WM Market Reports
22 November 2016

European Investors Are Mostly Confident Of The DIY Approach

A study of affluent European retail investors finds that, with certain exceptions, most of them are...

10 October 2016

Japanese Investors Don't Like Risk But Are Cool With Robots

Japanese investors are risk averse in their asset allocation but relatively relaxed about handing...

Comment & Analysis results for Cerulli

Fund Management
3 September 2007

Multi-Manager: An Increasing Presence in High Net Worth Portfolios

Over the last five years, sales of multi-manager have increased 17 per cent per annum compound...

Fund Management
7 June 2005

Multi-Manager Products Show Strong Growth—Report

Assets in multi-manger products grew by 30 per cent during 2004 to exceed $960 billion, according...