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NEWS

March 2, 2017
Client Onboarding: Moving up in Maturity

After a client decides to invest with your firm, onboarding is the first major task you perform for them, so it’s important to set the right tone. Getting it right makes the client feel good about their decision to invest with you. Getting it wrong can make them question whether investing with you was a good idea after all.

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March 1, 2017
CutterBenchmarking Study Finds Investment Managers Have Room to Improve Their Vendor Management Practices

Keeping pace with growing number of providers among top challenges

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February 28, 2017
CutterBenchmarking: Execution Management

The survey explores Execution Management practices across a variety of asset classes.

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January 10, 2017
Top Challenges Creating Pitch Books and Presentations

Download our latest Infographic

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January 6, 2017
Cutter Associates Announces Appointment of Co-CEO

James Bridgers joins firm effective January 9, 2017

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December 20, 2016
CutterResearch Topics and Meeting Dates Announced for Spring 2017

Members select topics for first half of 2017

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November 14, 2016
Autumn Research Now Available in the Online Library

Our latest research is now available for download in the Research Library.

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September 30, 2016
CutterBenchmarking: Vendor Management

This study focuses on firms' practices around vendor management including organization, governance, assessment and monitoring, and tools and technology.

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July 22, 2016
Cutter Associates Announces Autumn 2016 Research Topics

Cutter will present research on Managing Fintech, Mastering Client/ Account/ Product Data, and Risk Management Systems

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June 20, 2016
Nomura Research Institute Acquires Cutter Associates, LLC, the Leader in Investment Operations Consulting and Research to the Market’s Preeminent Asset Management Companies

Combined entity expected to be the dominant, global provider of research and consulting services to the investment management sector

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