Cerulli

Sweden is top pick among Nordic fund groups

By Warren S. Hersch | February 22, 2013

Two-thirds of managers ranked Sweden as their first best market for sales opportunities, one-third ranked it their second best market.

Cerulli: Most 401(k) participants delaying retirement

By Warren S. Hersch | February 8, 2013

The survey shows that 58.4 percent of 401(k) plan participants identify “not enough retirement savings” as a major contributing factor for delaying retirement. An additional 23.5 percent say the savings shortfall has “somewhat” affected their decision to delay.

Cerulli: Asian long-term mutual funds and ETFs post gains

By Warren S. Hersch | January 24, 2013

Mutual funds under management reached $2.083 trillion in November, ETFs climbed to $119 billion.

Cerulli: Significant Percentage of Advisors Haven’t Designated a Successor

By Warren S. Hersch | July 6, 2012

The survey finds that more than one in five advisors (21%) have not solidified an outside buyer for their practice. An additional 11% say their firm will reassign their clients in exchange for compensation.

Cerulli: VA Subadvised Assets to Grow by 25% Through 2014

By Warren S. Hersch | July 5, 2012

Cerulli estimates that variable annuities under management with subadvisors will grow to $787 billion by year-end 2012, $849 billion at year-end 2013, and $915 billion at year-end 2014.

Cerulli: Alternative Investment Strategy Vehicles More than Doubled Between 2007 and 2011

By Warren S. Hersch | May 3, 2012

The research reveals that the number of open-ended mutual funds (OEMFs), closed-ended funds (CEFs), exchange-traded funds (ETFs) and exchange-traded notes (ETNs) increased to 1,019 products by 2011 from 430 products in 2007.

Cerulli: Emerging Markets, Commodities Top New ETF Product Plans

By Warren S. Hersch | April 24, 2012

According to the survey, U.S. equity, international (excluding emerging markets) equity account for the new product plans of, respectively, 53% and 47% of ETF sponsors. U.S. taxable bonds, currency and other alternatives (e.g., alternative allocation, managed futures) make up the new product plans of one-third ETS sponsors.

Discount Channel for Managed Account Assets Pegged at $169 Billion at Year-End 2011

By Warren S. Hersch | March 8, 2012

The report disclosed that the discount channel, also known as the direct channel, accounted for 7.1% of the overall managed accounts industry, or $169 billion in assets, in the fourth quarter of 2011.