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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

Data Management

As the volume of data used in asset management firms has grown exponentially, so has the need to effectively manage, store, and distribute it. This CutterBenchmarking survey will reveal how your data management practices measure up against our Capability Model and other participating firms. Furthermore, by comparing the results to similar surveys we conducted over the last six years, we will be able to analyze trends over time.

The survey will cover categories across Cutter's Four Cornerstones of Data Management as well as across Data Domains:

Benchmarking Library

 

 

 


 
 

 

  • Data Governance

Data management roles and responsibilities, as well as the level of sponsorship, adoption, and enforcement of your data governance.

  • Data Architecture

You firm's data management applications and stores, as well as data integration between business applications.

  • Data Stewardship

The level of documentation of data management processes and how your firm manages metadata.

  • Data Delivery

The resources and tools used to control access to and distribute data to your firm's consumers.

  • Data Domains

How your firm sources and ensures quality data by domain (Security Master, Client, Product Structure and Account, Trade, Accounting, and Performance and Analytics).

To find out how you compare to your industry peers, we encourage you to take part in the study. 

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.

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MEMBER RESOURCES

Pitch Book and Client Presentation Systems
Oct 23, 2017

This research provides an overview of the practices and tools investment managers use to create and manage pitch books and client presentations. It also provides information to help member firms assess available vendor solutions.

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Reconciliation Solutions
Oct 23, 2017

This report contains the results of Cutter Associates research into member practices and technologies for reconciliation. It also provides detailed evaluations of standalone reconciliation solutions.

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Automating Business Processes
Oct 23, 2017

This report contains the results of Cutter Associates research into Automating Business Processes, it includes an overview of what tasks member firms automate and how, as well as summary details of leading Business Process Management (BPM) and Robotic Process Automation (RPA) vendor products.

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Best Practices in Investments IT
Aug 24, 2017

CutterResearch members discuss their practices for managing IT functions; planning with the business; budgeting, sourcing, and allocating resources; managing programs and projects; and keeping track of assets. Members share the tools their firms are using to support the business of IT and enable project teams and daily operations.

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Managing Vendors and Service Providers
May 26, 2017

This research explores practices for managing suppliers and provides an overview of the types of tools, data, and services members are using to manage their suppliers.

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Risk Management Systems
Oct 31, 2016

This Research report includes an overview of risk management products, and a detailed evaluation of systems that support market and credit risk management, as well as investment managers' risk management practices.

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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