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Showing 1 - 10 of 54 results for "Cerulli"

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... platform's development is the education gap that exists when it comes to investing in alternatives. The group cited a Cerulli Associates survey that found while 81% of professionals agree offering alternative investments is a competitive differentiator. ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... outsourced chief investment office (OCIO) model is gaining traction among institutions and advisory firms. Research by Cerulli found the growing OCIO trend among institutions was underpinned by a range of drivers including a lack of internal resources ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... everyone's lips is how many platforms this market can sustain with 15,000 advisers for the foreseeable future. "According to Cerulli, the US has 14,000 registered investment advisers (RIAs) with $102 trillion in regulatory funds under management (FUM). ...

Aussie funds bleed $4bn in March

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
... acute as investor redemptions compound the effects of market downgrades and reduced asset bases." Separate research from Cerulli Associates said in the US, investors pulled approximately US $320 billion from mutual funds and ETFs during March, although ...

Mutual fund assets lose $1.3 trillion

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... out of mutual fund strategies in the US during February, representing a single-month decline of nearly 5%, according to Cerulli. The research found ETF assets also plunged in February, declining nearly 7% to US$4.1 trillion ($6.8 trillion). "The sharp ...

Climate threat pushes Aussies to sustainability

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... 2019, as Aussie investors wake up to the "critical threat" of climate change. Singapore based research and consulting firm Cerulli Associates found that the sector recorded $1.2 billion in inflows last year, with assets now reaching $66.8 billion. Cerulli ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... management for ASX-listed ETFs increased 44.2% in the 12 months to November 2017 to hit a record $35.5 billion. Researcher Cerulli suggests the assumed lack of product bias that comes with operating on a fee-for-service basis may be a key driver. Changes ...

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... how financial advisers construct investment portfolios as a result of greater competition in the sector. Research from Cerulli Associates shows 58% of asset managers in the United States are currently offering asset allocations consisting entirely of ...

Innovate to beat innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... change rapidly accelerates, asset managers are being warned to adapt before they get left behind. Global research firm Cerulli Associates says managers cannot ignore the growing trend of robo-advice and emergence of blockchain technology. Managers must ...

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... management or the total amount of assets attributable to firms offering robo-advice tools. The report does note that researcher Cerulli estimates the total AUM of the top digital advice providers in the US sits at about $18.7 billion as of the second ...
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