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Operations Benchmarking

The world’s leading investment managers trust us to guide them through the complexities of managing their operations toward success in reducing risk while saving time and money. Armed with a set of specific, relevant measures, our clients can track and monitor progress consistently and accurately.

CutterBenchmarking helps investment managers understand how they stack up to their industry peers across operational capabilities. Our studies reveal business insights critical to improving systems frameworks and operational efficiencies. They also provide an empirical foundation for engaging senior management and corporate stakeholders in discussions about where your organization needs to be.

Cutter Associates Capability ModelTM

By measuring processing effectiveness against peers with CutterBenchmarking, we are able to identify areas of strength and opportunities for improvement in our investment operations.

 - Senior Managing Director, Large Financial Services Provider

The Cutter Associates Capability Models

The Cutter Associates Capability Models incorporate CutterConsulting and CutterResearch expertise as well as insights from our client communities, more than 6000 strong.

Using the consistent process measurements of our Capability Models, CutterBenchmarking reveals exactly where you stand along a spectrum of operational capabilities.

Methodology

We distribute a survey of 50–75 questions to participating firms, and within a week of receiving responses, we provide you with an initial “flash” report, comparing your capabilities to our standard model. Then we perform a deeper analysis, comparing your capabilities directly with your peers in a final, comprehensive report containing the following:

 


 

Current Study

Investment Ops Staffing and Organization

Operations Managers want to know how their staffing levels and organizational frameworks compare to others in the industry. But it's a hard question to answer, since no two firms are identical. How much money do they manage? What types of assets do they manage? What's the profile of their client base? How much of the operations function is outsourced? These factors all have an impact on the answer.

In this current benchmarking study, we have set aside our usual CutterBenchmarking Capability Model to gather key metrics that compare firms in terms of their Investment Operations staffing levels and organizational structure.

Participants will be asked to answer questions in the following categories:

Benchmarking Library

 

 

 


 
 
  • Firm Profile - Basic information about your firm's AUM, asset mix, product offerings, and types of clients to help us identify similar firms.
  • Operations Staff/Organization - Key questions about your Operations organization, structure, functional alignment, etc.
  • Investment Staff/Organization - Breakdown and structure of your Front Office staff to give us an indication of how they relate to the Operations organization.
  • IT and Investment Systems - Information about the investment systems your firm uses so that we have another means of identifying similar firms.
 

To find out how you compare to your industry peers, we encourage you to take part in the study. The more responses we receive, the more comprehensive the results will be. As always, Cutter Associates will take the utmost care to protect the identity of all participants by anonymizing all response data.

Please contact us if you would like to take part or would like more information.

CASE STUDY

Understand Your Business Metrics

In order to maximize the value that IT and Operations provided, our client wanted to understand how they measured up in relation to similar peers when it came to best practices for supporting their investment process.

DOWNLOAD PDF

 

MEMBER RESOURCES

When Predictions Are Wise
Jan 12, 2017

It’s that time of year again, when our inboxes fill up with Top Trends lists, offering predictions and insights for the coming year on industry changes, issues, developments, and technological innovations. The lists are self promotional of course, but some can help you to anticipate industry direction, recognize new business issues, and re-prioritize your strategic plans for 2017.

Learn More

Investment Book of Record
Oct 16, 2014

This research report answers the questions about what Investment Book of Record (IBOR) really means to investment management firms, why it is needed, how it can be implemented, and what vendor solutions offer.

Learn More

Managing Operating Costs
Oct 16, 2014

This research report includes a discussion of how investment management firms are managing operating costs, and why it is so important. It also includes best practices for managing operating costs.

Learn More

The True Cost of Market Data: Operational Impacts
Jun 30, 2014

Investment management firms require more data and increasingly complex data, but they also want help understanding what their costs are and how to manage them more effectively.

Learn More

Metrics for the Business
Nov 7, 2012

This research report offers a comprehensive overview of how asset managers are using quantitative assessments to measure people, process, and technology.

Learn More

Metrics for the Business
Aug 15, 2012

A Cutter AdvantEdge article on metric analysis - an invaluable tool for optimizing your business, reducing costs, mitigating risk and delivering added value.

Learn More

EXPERT PROFILE

 Mary Storrs

Mary Storrs

Principal, Head of CutterResearch and CutterBenchmarking
Mary Storrs has over 30 years of experience working in the investment management industry. She has been with Cutter Associates for over 14 years, first as a consultant focusing on front office projects and subsequently with CutterResearch since its inception. Mary assumed leadership of the Research division in 2011 and continues to innovate the product to deliver the very best research available to the investment management community. At Cutter Associates, Mary has authored research reports in a variety of content areas including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She is currently responsible for the Research and Benchmarking teams. She oversees all the research Cutter Associates delivers to our members and ensures that content is relevant and timely.  As Head of the Benchmarking team, Mary oversees CutterBenchmarking studies which allow our members to understand how they compare to their industry peers and their relative positioning with regards to industry best practices. Mary holds an M.B.A. from Babson College and a B.S. from Boston College.

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