Research

Asset managers show reliance on packaged research solutions, says Cerulli Associates

Wed, 05/03/2014 - 10:10

For 93 per cent of asset managers, secondary market intelligence is the most frequently used research at their firms, according to research by global analytics firm Cerulli Associates.

"Secondary research is already compiled and synthesized, usually in a report document from firms such as government agencies, trade organisations, and research firms," says Pamela DeBolt, associate director at Cerulli. 
 
The March 2014 issue of The Cerulli Edge – US Asset Management Edition is the Market Research issue, covering research distribution trends, managers' need for more proprietary institutional and retail research, and facilitating research decisions. 
 
"The next most frequently used research is from data providers (57 per cent)," DeBolt adds. "Firms work with raw data to monitor trends, determine areas of focus, and aid in making key decisions." 
 
One of the challenges asset management firms have shared with Cerulli is the ongoing dissemination of research, getting it off the shelf and into the appropriate hands in a timely manner. 
 
"A trend we've found most prevalent among asset management firms is regularly scheduled distribution strategies," DeBolt says. "These practices can be bi-weekly, monthly, or quarterly in nature, and depending on the depth of the firm's research, a monthly or quarterly meeting to educate employees on new research has been valuable." 
 
Cerulli suggests that research teams categorise tactics for sharing research according to frequency, and encourages research groups to spend time proactively coordinating, analysing, and disseminating research.


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