Cutter Associates Events

CutterCast™ - Supporting GIPS Compliance (Webcast on 09/16/2010 )

9/16/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 09/16/2010 10:30 AM
End Date & Time: 09/16/2010 12:00 PM EST

Last Modified: 05/11/2010

Technology Alliance™ - Managing Liquidity and Trade Execution; Post Trade Processing; Investment Accounting Systems (Meeting on 09/27/2010 )

9/27/2010 8:00:00 AM

Series: Technology Alliance™
Start Date & Time: 09/27/2010 8:00 AM
End Date & Time: 09/28/2010 12:00 PM Local
Managing Liquidity and Trade Execution, Morning Session, September 27

The growth in electronic trading over the last decade has meant that asset managers are much less dependent on the sell side for access to liquidity. Today’s buy side trader has direct, unfettered access to complex global markets via a myriad of tools. This research will review systems and practices relating to trade execution management (EMS and OMS), transaction cost analysis, and electronic execution venues.

Investment Accounting Systems, Afternoon Session, September 27

Legacy portfolio accounting systems may no longer be adequate to support the demands of alternative investments, new regulation and expanded lines of business. Firms seek more robust, enterprise accounting systems that provide multi-currency requirements, sub-ledger entries, hedging capabilities, and regulatory reporting. This research topic will provide a detailed review of the leading accounting systems that support traditional asset managers, insurance firms, mutual funds and hedge funds.

Post Trade Processing, Morning Session, September 28

As economic and regulatory pressures drive the need for efficiency, firms seek solutions to increase automation and move to exception-based processing. This research will provide a review of systems and services available to assist in post-trade processing across asset classes, including confirmation / affirmation, matching and settlement systems, settlement instruction databases and networks.

Last Modified: 09/07/2010

CutterCast™ - Supporting Valuation (Webcast on 10/07/2010 )

10/7/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 10/07/2010 10:30 AM
End Date & Time: 10/07/2010 12:00 PM EST

Last Modified: 05/11/2010

Research Presentation - The Business of IT (Webcast on 10/13/2010 )

10/13/2010 5:00:00 AM

Series: Research Presentation
Start Date & Time: 10/13/2010 5:00 AM
End Date & Time: 10/13/2010 6:00 AM EST
IT organizations are under increasing demand to be nimble, strategic and cost effective requiring more efficient management of resources, initiatives and priorities. This research will explore leading practices aligning IT with business strategy; defining the value of IT as well as approaches to support complex application initiatives, business priorities and tight deadlines. In addition, we will examine metrics and other statistics IT groups use to report accomplishments, productivity and efficiency to senior management and critical stakeholders.
Last Modified: 07/14/2010

Research Presentation - The Business of IT (Webcast on 10/13/2010 )

10/13/2010 11:00:00 AM

Series: Research Presentation
Start Date & Time: 10/13/2010 11:00 AM
End Date & Time: 10/13/2010 12:00 PM EST
IT organizations are under increasing demand to be nimble, strategic and cost effective requiring more efficient management of resources, initiatives and priorities. This research will explore leading practices aligning IT with business strategy; defining the value of IT as well as approaches to support complex application initiatives, business priorities and tight deadlines. In addition, we will examine metrics and other statistics IT groups use to report accomplishments, productivity and efficiency to senior management and critical stakeholders.
Last Modified: 07/14/2010

Executive Roundtable™ - Member Selected Topics (Meeting on 10/19/2010 )

10/19/2010 8:00:00 AM

Series: Executive Roundtable™
Start Date & Time: 10/19/2010 8:00 AM
End Date & Time: 10/19/2010 3:00 PM Local

Last Modified: 06/17/2010

CutterCast™ - Derivatives Clearing (Webcast on 10/28/2010 )

10/28/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 10/28/2010 10:30 AM
End Date & Time: 10/28/2010 12:00 PM EST

Last Modified: 05/11/2010

CutterCast™ - Supporting Personal Trading and Code of Ethics (Webcast on 11/04/2010 )

11/4/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 11/04/2010 10:30 AM
End Date & Time: 11/04/2010 12:00 PM EST

With Increasing scrutiny and impending regulatory changes, internal compliance has never been so important. This session will feature member firm panelists discussing the technology and process supporting firm’s Code of Ethics and personal trading efforts. What are the challenges and how are firms addressing them? Bring your experiences and questions to this interactive discussion.

Last Modified: 08/17/2010

Technology Council™ and Forum™ London - Valuation Systems and Services; Workflow Management (Meeting on 11/11/2010 )

11/11/2010 9:00:00 AM

Series: Technology Council™ and Forum™ London
Start Date & Time: 11/11/2010 9:00 AM
End Date & Time: 11/11/2010 4:00 PM Local
Valuation Systems and Services – The prevalence of derivatives and the recent economic turmoil has driven investment managers toward valuation processes focused on independence and transparency. To help firms satisfy related demands from regulators and clients, products and services have emerged that range from calculation libraries to fully-outsourced valuation services. In this research, we review the derivatives valuation products and services available to the buy-side. We will also examine the approaches member firms are using to address valuation issues, and we will share some of their best practices. To learn more visit the scope document below.

Workflow Management – The pace of change in the investment management industry is forcing firms to meet more demands—for timely delivery, better operational efficiency, and tighter controls—in less time than ever before. In this research we will analyze the available systems for managing workflows and business processes. We will cover systems focused specifically on investment management as well as general purpose business process management systems with workflow controls for process modeling and rules-driven exception processing. We will also examine member practices for managing workflows and business processes, including successes, failures, and the principles behind the practices. To learn more visit the scope document below.

Last Modified: 07/29/2010

Technology Council™ NYC - Valuation Systems and Services; Workflow Management (Meeting on 11/15/2010 )

11/15/2010 11:00:00 AM

Series: Technology Council™ NYC
Start Date & Time: 11/15/2010 11:00 AM
End Date & Time: 11/16/2010 12:00 PM Local

Valuation Systems and Services – The prevalence of derivatives and the recent economic turmoil has driven investment managers toward valuation processes focused on independence and transparency. To help firms satisfy related demands from regulators and clients, products and services have emerged that range from calculation libraries to fully-outsourced valuation services. In this research, we review the derivatives valuation products and services available to the buy-side. We will also examine the approaches member firms are using to address valuation issues, and we will share some of their best practices. To learn more visit the scope documents below.

Workflow Management – The pace of change in the investment management industry is forcing firms to meet more demands—for timely delivery, better operational efficiency, and tighter controls—in less time than ever before. In this research we will analyze the available systems for managing workflows and business processes. We will cover systems focused specifically on investment management as well as general purpose business process management systems with workflow controls for process modeling and rules-driven exception processing. We will also examine member practices for managing workflows and business processes, including successes, failures, and the principles behind the practices. To learn more visit the scope documents below.

Last Modified: 07/29/2010

Technology Council™ NYC - Member Dinner (Meeting on 11/15/2010 )

11/15/2010 6:00:00 PM

Series: Technology Council™ NYC
Start Date & Time: 11/15/2010 6:00 PM
End Date & Time: 11/15/2010 10:00 PM Local

Last Modified: 06/11/2010

CutterCast™ - Managing FIX Connectivity (Webcast on 12/02/2010 )

12/2/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 12/02/2010 10:30 AM
End Date & Time: 12/02/2010 12:00 PM EST

Last Modified: 07/19/2010

CutterCast™ - Linedata User Discussion (Webcast on 12/16/2010 )

12/16/2010 10:30:00 AM

Series: CutterCast™
Start Date & Time: 12/16/2010 10:30 AM
End Date & Time: 12/16/2010 12:00 PM EST

Last Modified: 08/11/2010

Research Presentation - Data Management Strategies (Webcast on 01/12/2011 )

1/12/2011 5:00:00 AM

Series: Research Presentation
Start Date & Time: 01/12/2011 5:00 AM
End Date & Time: 01/12/2011 6:00 AM EST
Identify the key elements for building and evolving your data management strategies. This research will focus on organizational structures, sponsorship and governance, models and approaches asset managers have deployed to manage the data assets that support the core investment processes. We will evaluate leading practices for delivering sound data management solutions, including success stories and lessons learned.
Last Modified: 07/01/2010

Research Presentation - Data Management Strategies (Webcast on 01/12/2011 )

1/12/2011 11:00:00 AM

Series: Research Presentation
Start Date & Time: 01/12/2011 11:00 AM
End Date & Time: 01/12/2011 12:00 PM EST
Identify the key elements for building and evolving your data management strategies. This research will focus on organizational structures, sponsorship and governance, models and approaches asset managers have deployed to manage the data assets that support the core investment processes. We will evaluate leading practices for delivering sound data management solutions, including success stories and lessons learned.
Last Modified: 07/01/2010