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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

Client Reporting

Investment managers, faced with growing expectations from clients and consultants for more data, more quickly, in more customized formats, are trying to optimize their client reporting practices and technology. This survey is designed to benchmark how effectively your organization is managing the complexities of institutional client reporting. While some firms support multiple client channels, the primary intention of this survey is to benchmark the institutional client reporting function. Even if your firm is outsourcing some or all of the client reporting functions, we encourage you to participate in this survey.. 

Report Contents

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:

Benchmarking Library

 

 

 


 
 

Organization

  • Your firm's organizational structure for client reporting, including roles and responsibilities
 

Data Management

  • How your firm sources and manages data that is used in client reports
 

Reporting Capabilities

  • How reports are assembled, reviewed, and distributed
 

Technology and Workflow

  • The systems and workflows your firm uses for client reporting

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

Robotic Process Automation (RPA) - Practical Applications in Investment Management
May 31, 2018

CutterResearch members share their experience with Robotic Process Automation (RPA) in their firms. We explore business use cases being supported and considered, and how organizations plan for and manage the bots.

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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.

Learn More

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.

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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