A research by Cerulli

Total Professionally Managed Assets in the U.S. Grow by Nearly 11%

Date:

Captura de Pantalla 2022-01-31 a la(s) 15
. Pexels

Author: Marcelo Soba

  1. The largest institutional client segments are insurance general accounts, corporate defined contribution (DC): 401(k) plans, and state and local government defined benefit (DB) plans
  2. Growth of the retail segment of professionally managed assets has outpaced that of institutional over the subsequent decade, accounting for 49% of the total
  3. Cerulli believes that asset managers should devote time and resources toward considering how they plan to address the retail segments