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.
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 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.
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:
Performance Measurement and Attribution
In today’s competitive and increasingly global economy, investment managers are focused on retaining clients by delivering and reporting on strong portfolio performance. This CutterBenchmarking study on Performance Measurement and Attribution (PMA) focuses on the systems, processes, and organization required to accurately measure performance and effectively publish results for internal and external consumers. The resulting report will tell you everything you need to know about your firm’s PMA capabilities and effectiveness. It will also provide insights into trends recorded since our last survey on this topic in 2015.
Participants will know where they stand compared to peer firms and to the Cutter Associates Capability Model. The study explores your firm’s capabilities in these key categories:
Your focus on and oversight of performance processes, including a reflection of the expertise of your staff and management
The rigor with which Performance Measurement and Attribution calculations are produced and validated, the frequency and timing of results, and GIPS Compliance (where applicable)
Your capabilities for producing effective performance reports for internal and external consumers
Your processes for managing performance and benchmark data including sourcing, validation, and storage
Your tools and systems architecture supporting performance
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.
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.
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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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.
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.
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.