Cerulli Associates

Happy Thanksgiving from all of us at Cerulli Associates! 🍂🦃✨ We wish you a day full of gratitude, warmth, and joyful moments with family and friends. Have a wonderful holiday! #Thanksgiving #Thankful

Assets in defined outcome #ETFs are poised to nearly quintuple over the next five years, driven by a structural shift in how #advisors view risk management and fixed-income allocations, according to our latest white paper in partnership with Innovator ETFs®. Assets in the category are projected to surge from around $69 billion today to up to $334 billion by 2030, fueled largely by increased #homeoffice adoption. If growth is more moderate, the researchers anticipate that such assets could climb to $261 billion by the end of the decade. Read more in Ignites: https://lnkd.in/ekdJycDa

According to our latest Cerulli Edge—U.S. Institutional Edition, the #CIT is an optimal vehicle for providing access to #privatemarkets. It offers flexibility in holdings, lower operating costs, and the potential for fee negotiability. Across 401(k) channel assets, the structure now accounts for approximately 38% of total 401(k) channel assets, up from 30% at the end of 2019. Learn more: https://lnkd.in/eNdN4xKH Brendan Powers, CFA

Cerulli Associates predicts that OCIO assets will grow $1.3 trillion by 2030, to over $5.6 trillion, in its latest report on the OCIO industry. The report stated that the top factor driving growth is OCIO adoption. The firm’s Christopher Swansey commented. https://lnkd.in/eDMTM-Kb #WealthSolutionsReport #FinancialAdvisors #WealthManagement #OCIOs

If you missed Cerulli's #webinar with Scott Smith on the state of the U.S. Managed Accounts Market, take a look at a sneak peek below! Download the full webinar below to evaluate #marketsizing and growth projections, #distributiondynamics, and the focus managers and sponsors are placing on #portfoliocustomization in response to growing demand from #investors. Access the webinar here: https://lnkd.in/e9VbCNV2

#Financialadvisors are looking to broaden their service offerings beyond just #portfoliomanagement and #investment returns to attract long-term clients. However, affluent clients still focus primarily on a select few services. The challenge for advisors is to get these services in front of clients, thereby bridging the gap between their offerings and #investor uptake. Learn more in our latest Cerulli Edge—U.S. Retail Investor Edition: https://lnkd.in/eQFbccFB John McKenna

✨Just Released!✨ Total corporate #DB plan assets are projected to grow 1.3% annually over the next five years, reaching $3.2 trillion by 2029. Corporate DB plan assets managed by #OCIO providers are expected to grow 5.5% over the same period. Growth in OCIO assets in the corporate DB channel is bolstered mainly through continued adoption of the model rather than expected performance. Cerulli uses an annual #investment performance assumption of 5.9% to project assets for the channel. Unsurprisingly, channel-level flows in the space are expected to be negative over the same period. Explore more in our latest Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2025: Growth Drivers Shaping the Future of the Industry: https://lnkd.in/e3-p68Hd Christopher Swansey Agnes U.

📢 New! New! New! 📢 Assets in the Defined Outcome ETFs™ category are projected to nearly quadruple over a five-year period, reaching more than $334 billion by 2030. The expected five-year CAGR (from 2025 to 2030) associated with such products is 35%, significantly outpacing growth of the broader #ETF industry, which is expected to grow at a 15% rate during the same period, according to our latest white paper, The Future of Outcome-Based Investing: How Defined Outcome ETFs™ Are Poised for Rapid Growth, in partnership with Innovator ETFs®.  Growth is being driven by an expanding segment of investors with unique investment needs and demand for more customized solutions. #Advisors have already found success in incorporating Defined Outcome ETFs™ in a number of different ways for their clients, and these use cases will only increase as more products are brought to market. Grab your copy today! https://lnkd.in/eteP6FqP Christopher Swansey Daniil Shapiro, CFA Bing Waldert Asher Cheses

💻Save your spot today!💻 As the demand for detailed product insights increases, along with the use of #alternativeinvestments, the role of the product specialist is more important than ever. With one in five firms citing a lack of internal expertise in alternative #investments as a distribution challenge, asset managers must prioritize integrating dedicated product specialists into their teams. Join Cerulli’s Andrew Blake tomorrow as he provides a comprehensive look at the U.S. intermediary landscape. Understand how #assetmanagers can adapt their coverage strategies to stay at the forefront of client service excellence with new insights from Cerulli. Register here: https://lnkd.in/eFyuAzVY Bing Waldert

As the landscape of product offerings—and the rates of adoption—evolve in the coming years, it is crucial for advisors to receive comprehensive education on the latest strategies. #Assetmanagers that equip advisors with the confidence and technical insights needed to navigate #investments will not only improve the #advisor experience, but also position themselves as trusted partners. Explore more in our latest Cerulli Edge—U.S. Advisor Edition: https://lnkd.in/eZqJuuGY Andrew Blake