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Showing 11 - 20 of 54 results for "Cerulli"

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... business in an increasingly outsourced world must consider becoming multi-asset specialists, according to new research from Cerulli Associates. The Cerulli Edge - Global Edition found that a shift in focus to selling multi-asset and discretionary fund ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... financial planning, banking and superannuation investing is set to continue as robo-advice becomes mainstream. According to Cerulli Associates, the robo-advice industry could hit US$83 billion by the year-end, growing almost five-fold to US$385 billion ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... among traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates projects the digital advice market to exceed US$83 billion by the end of 2016, with more than 75% of those assets ...

Engage tech, engage clients: report

JAMIE WILLIAMSON  |  THURSDAY, 22 SEP 2016
... social media presences as a means of improving client engagement. According to a report published by global research house Cerulli Associates, titled 'European Marketing and Sales Organisations 2016: How to Thrive in an Evolving Landscape', clients of ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
... investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the United Kingdom 2016: a Guide to Retail and Institutional Market Opportunities' report. ...

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
... these can correlate with positive financial performance. Michele Giuditta, associate director at global analytics firm Cerulli, said although a growing percentage of firms have adopted ESG principles, determining how to implement them remains a work ...

Malaysia drives growth in Shariah funds

MARK SMITH  |  MONDAY, 4 JUL 2016
... rise, particularly in Malaysia and Indonesia, but the sector still face challenges, according to global research house Cerulli Associates. Shariah finance principles forbid the acceptance of interest payments for loans, have strict ethical guidelines ...

UK pensions not fussed about in-housing

MARK SMITH  |  FRIDAY, 3 JUN 2016
... comfortable farming out management of its assets to third-party managers. That's the main takeaway from a new survey by Cerulli Associates in conjunction with Professional Pensions magazine. Despite the overall trend, the paper - which is titled 'European ...

Foreign managers priced out of super

ALEX BURKE  |  MONDAY, 30 MAY 2016
... "brutally competitive" superannuation system makes it a high-risk prospect for foreign investment managers, according to Cerulli Associates research. The Cerulli Edge - Asia-Pacific Edition, 2Q 2016 report highlighted the aggressive downward pressure ...

Funds management rife with "dressed up" performance data: Cerulli

ALEX BURKE  |  THURSDAY, 12 MAY 2016
A new Cerulli Associates report suggests fund managers are increasingly "spinning" back-tested data as real performance. The Cerulli Edge - Europe Edition report highlights the lack of clarity investment consultants face when selecting funds; they often ...