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Press Releases
November 4, 2022 — London
Europe’s ETF Industry Players Need to Adjust to Challenging Times
These findings and more are from The Cerulli Edge―Global Edition, November 2022 issue.
November 3, 2022 — Boston
More Advisors Want Customized Model Portfolios
These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios: Model Customization and Tax Optimization.
November 2, 2022 — Boston
Market Volatility Drives Demand for Financial Planning Services
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2022 Issue.
November 1, 2022 — Singapore
Asian Institutions Seek Portfolio Rebalancing Amid Inflationary Pressures
These findings and more are from The Cerulli Report—Institutional Asset Management in Asia 2022: Opportunities in a Changing Landscape.
October 31, 2022 — Boston
Liquid Alternatives Achieve Positive Net Flows Despite Overall Mutual Fund Outflows
These findings and more are from The Cerulli Edge—U.S Monthly Product Trends, October 2022 Issue.
October 28, 2022 — Singapore
Target-Date Funds in Asia Gain Renewed Interest
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, October 2022 Issue.
October 27, 2022 — Boston
Asset Managers Embrace a Technology Arms Race
These findings are from The Cerulli Report—U.S. Intermediary Distribution 2022: Redefining Value in Distribution.
October 26, 2022 — London
Appetite for Article 9 Funds Resilient Amid Market Challenges
These findings are from The Cerulli Edge―European Monthly Product Trends, October 2022 Issue.
October 25, 2022 — Boston
Asset Managers Stand Firm on ESG Integration Despite Political Pressure
These findings and more are from The Cerulli Report—U.S. Environmental, Social, and Governance Investing 2022: Social Issues Come to the Forefront.
October 20, 2022 — Boston
DC Asset Managers Ramp Up Retirement Income Product Development Efforts
These findings and more are from The Cerulli Report—U.S. Defined Contribution Distribution 2022: Tailoring Solutions to the Consultant-Intermediated Fiduciary Landscape.
October 19, 2022 — Boston
Millennial and Generation Z Financial Wealth Jumped 25% in 2021
These findings and more are from The Cerulli Report—U.S. Retail Investor Advice Relationships 2022: Rethinking the Advice Continuum.
October 17, 2022 — Boston
Managed Account Sponsors and SMA Managers Place Bets on Fixed Income
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2022 Issue.