Welcome to Cerulli Associates' survey website. Cerulli Associates is a Boston-based research and consulting firm specializing in trends in financial services affecting institutions and advisors. We survey thousands of advisors and hundreds of institutions annually using our web-based survey engine. The surveys are a means of conducting primary research within various segments of financial services, including registered investment advisors, wirehouse brokers, clearing firms, and institutional asset management firms. Our reoccurring surveys allow us to track the quantitative trends throughout major industry sectors. The more specifically-focused surveys address current interests and challenges facing the industry, and tend to be more qualitative. The data we collect is used in both our Report Series and our Edge publications. For more information about our firm and our research, please visit our website at
www.cerulli.com.
Cerulli Associates' proprietary surveys are combined with qualitative interviews to provide the most comprehensive and in-depth research possible. Because surveys are such an integral part of our research efforts, we are constantly working to make the survey process more efficient and rewarding for our participants. Cerulli Associates assures:
- We are not sponsored by any company or industry group; research is independent and objective
- There is complete confidentiality & security of data through our password protected system
- Data is only published in aggregate form
- We offer complimentary analysis of survey findings to participants
For more information about our data collection and survey efforts specific to your
business, and to read through our list of current, recurring,
and recent survey topics, please
click
About Our Surveys
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