Research Reports Cerulli Associates is known for delivering market intelligence reports such as the U.S. Advisor Metrics and Fund Domicile Selection. These reports offer insights and data that can be valuable for asset managers, wealth managers, and financial technology firms looking to stay informed about industry trends and make strategic decisions.

Strategic Partnerships The recent partnership between Cerulli Associates and Guernsey Finance demonstrates the company's collaborative approach. This partnership aimed at enabling global alternative asset growth could open doors for Cerulli to engage with international clients and expand its reach in the financial services market.

Industry Recognition Collaborations with industry giants like Invesco Real Estate and Vanguard showcase Cerulli's credibility within the financial sector. Leveraging these partnerships, sales representatives could position Cerulli's solutions as trusted tools endorsed by well-known industry players, potentially attracting new clients seeking reputable insights and resources.

Employee Expertise With notable personnel changes like Lewis leaving and Zumbo joining, Cerulli Associates draws attention to the expertise of its team members. Highlighting key personnel's background and experience could provide a competitive edge in sales pitches, demonstrating the depth of knowledge and talent within the organization to potential clients.

Market Expansion Cerulli's expansion into European research, as highlighted by the recent news of Lewis and Zumbo's movements, indicates a strategic focus on global markets. This expansion presents a prime opportunity for sales teams to position Cerulli's offerings as tailored solutions catering to the specific needs of European asset and wealth management firms.