Cutter Associates Events

CutterCast™ - Data Quality (Webcast on 02/09/2012 )

2/9/2012 10:30:00 AM

Series: CutterCast™
Start Date & Time: 02/09/2012 10:30 AM
End Date & Time: 02/09/2012 12:00 PM EST

Last Modified: 11/08/2011

Pension and Endowment Fund Roundtable - Pension and Endowment Funds Dinner (Meeting on 02/12/2012 )

2/12/2012 7:00:00 PM

Series: Pension and Endowment Fund Roundtable
Start Date & Time: 02/12/2012 7:00 PM
End Date & Time: 02/12/2012 10:00 PM Local
This forum will be an opportunity for Pension and Endowment Fund members to network with their peers regarding some of the industry's most relevant topics.
Last Modified: 01/26/2012

Technology Alliance™ - Performance Measurement and Attribution Systems; Risk Management Systems and Practices (Meeting on 02/13/2012 )

2/13/2012 8:00:00 AM

Series: Technology Alliance™
Start Date & Time: 02/13/2012 8:00 AM
End Date & Time: 02/14/2012 12:00 PM EST

Topics Covered Include:

Performance Measurement and Attribution Systems

We last reviewed performance measurement and attribution systems in April 2008. As a follow on to our recent review of practices supporting the performance function, this research will provide an updated assessment of the leading performance measurement and attribution systems, and will review current use of these applications by our member firms.

Risk Management Systems and Practices

In the aftermath of the credit crisis, firms are taking a closer look at managing risk across the enterprise. We last reviewed risk management systems in November 2008. This research will provide an updated assessment of the leading risk management systems, and will review current practices for incorporating this technology in the investment and risk management functions of asset management firms.

Last Modified: 12/20/2011

CutterCast™ - Supporting Compliance (Webcast on 02/23/2012 )

2/23/2012 10:30:00 AM

Series: CutterCast™
Start Date & Time: 02/23/2012 10:30 AM
End Date & Time: 02/23/2012 12:00 PM EST

Last Modified: 11/08/2011

Research Presentation - Mobile Technologies (Webcast on 02/29/2012 )

2/29/2012 10:00:00 AM

Series: Research Presentation
Start Date & Time: 02/29/2012 10:00 AM
End Date & Time: 02/29/2012 11:00 AM EST

Mobile Technologies

The growth of mobile technology use continues unabated. This research explores how firms are managing demand for access, responding to security issues, and evaluating potential opportunities offered by mobile devices.

Last Modified: 01/11/2012

CutterCast™ - Supporting Middle Office Processes (Webcast on 03/08/2012 )

3/8/2012 10:30:00 AM

Series: CutterCast™
Start Date & Time: 03/08/2012 10:30 AM
End Date & Time: 03/08/2012 12:00 PM EST

Last Modified: 11/08/2011

CutterCast™ - Social Media Use Inside Investment Management Firms (Webcast on 03/29/2012 )

3/29/2012 10:30:00 AM

Series: CutterCast™
Start Date & Time: 03/29/2012 10:30 AM
End Date & Time: 03/29/2012 12:00 PM EST

Last Modified: 11/08/2011

Canada Forum - Topics TBD (Meeting on 04/03/2012 )

4/3/2012 9:00:00 AM

Series: Canada Forum
Start Date & Time: 04/03/2012 9:00 AM
End Date & Time: 04/03/2012 3:00 PM Local

Last Modified: 01/19/2012

Technology Council™ NYC - Data Management Systems; Managing Alternative Investments (Meeting on 05/01/2012 )

5/1/2012 12:00:00 PM

Series: Technology Council™ NYC
Start Date & Time: 05/01/2012 12:00 PM
End Date & Time: 05/02/2012 12:00 PM EST

Data Management Systems – We will offer a detailed assessment of the leading data management solutions, including those that support reference data management, data hub functionality, and data warehousing capability. In addition, we plan to share how these applications are used among our member firms and discuss how organizational structures and governance promote sound data management.

Managing Alternative Investments – As asset managers extend their investment strategies into alternative assets, they are faced with a number of operating challenges. We plan to review systems for supporting alternative investments and also explore member practices and trends in key areas of the investment process.

Last Modified: 12/12/2011

Technology Council™ and Forum™ London - Data Management Systems; Managing Alternative Investments (Meeting on 05/09/2012 )

5/9/2012 9:00:00 AM

Series: Technology Council™ and Forum™ London
Start Date & Time: 05/09/2012 9:00 AM
End Date & Time: 05/09/2012 3:00 PM Local

Last Modified: 12/12/2011

Research Presentation - Investment Administration Outsourcing (Webcast on 05/24/2012 )

5/24/2012 10:00:00 AM

Series: Research Presentation
Start Date & Time: 05/24/2012 10:00 AM
End Date & Time: 05/24/2012 11:00 AM Local

Asset managers remain under pressure to reduce internal costs. There is also a renewed focus throughout the financial industry on core competency and added-value functionality that is forcing asset managers to reexamine their long-held aversion to outsourcing. The continued rise of mergers, acquisitions, and consolidations among firms is also making outsourcing an option that cannot be ignored.

In this webcast, Cutter Associates will examine trends in investment administration outsourcing, including:

Core and bespoke services available from providers
Functions outsourced (and not outsourced) by member firms
Service level experiences and challenges
Ongoing management of providers

Last Modified: 01/05/2012

Technology Council™ NYC - Topics TBD (Meeting on 11/08/2012 )

11/8/2012 12:00:00 PM

Series: Technology Council™ NYC
Start Date & Time: 11/08/2012 12:00 PM
End Date & Time: 11/09/2012 12:00 PM Local

Last Modified: 01/24/2012

Technology Council™ and Forum™ London - Topics TBD (Meeting on 11/15/2012 )

11/15/2012 9:00:00 AM

Series: Technology Council™ and Forum™ London
Start Date & Time: 11/15/2012 9:00 AM
End Date & Time: 11/15/2012 3:00 PM Local

Last Modified: 01/24/2012