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NEWS

December 18, 2017
CutterBenchmarking: Data Management

The CutterBenchmarking Data Management survey is now open for participation.

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November 16, 2017
Automation is Top of Mind for CutterResearch Members

Automation was consistent theme at recent CutterResearch events.

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November 2, 2017
Latest 2017 Research Now Available Online

Our latest research is now available for download in the Cutter Research library. Topics covered include Automating Business Processes, Pitch Book and Client Presentation Systems, Reconciliation Solutions.

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October 31, 2017
Investment Ops Staffing and Organization Benchmarking Study Now Open

Find out how your staffing levels and organizational frameworks compare to others in the industry by participating in our latest CutterBenchmarking study.

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October 18, 2017
CutterConsulting adds Lisa Masten to consulting team

Lisa Masten joins as Managing Director

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October 9, 2017
Gina McCafferty Returns to Cutter Associates as Principal

Cutter Associates appoints Gina McCafferty to lead newly created Wealth practice

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June 28, 2017
Automating Client Communications

Giving Structure to Unstructured Data

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June 26, 2017
Cutter Associates Announces Research Topics for the Second Half of 2017

Automating Business Processes, Pitch Book and Client Presentation Systems, and Reconciliation Solutions are top of mind for Cutter Associates member firms.

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June 19, 2017
Cutter Associates Appoints New CEO

James Bridgers steps into role of CEO

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June 5, 2017
Spring 2017 Research Now Available Online

Our latest research is now available for download in the Cutter Research library. Topics covered include Collateral Management, Managing Vendors and Service Providers, Reference Data Management Solutions.

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April 19, 2017
Michael Conn to lead Cutter Associates’ Vendor Relations

New role established to build relationships and promote Cutter Associates with the vendor community

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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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