We benchmark everyday. Our consultants are gauging operations practices out in the field. Our analysts are comparing systems functionality through research and vendor demos. Because we are continuously exposed to technology advances, operations practices, and industry trends, we are perfectly positioned to provide you with a detailed understanding of how you stack up to your peers, from many different angles.
In today’s increasingly competitive environment, it is more important than ever for investment firms to have a good understanding of their position relative to their peers. It is good to know how effective your firm’s processes are, but even better to know how and where you can focus resources for improvement.
CutterBenchmarking is the leading benchmarking service that focuses on investment systems and operations. We provide a meaningful perspective that enables firms to compare their investment processes to their peers and to “best in class” capabilities.
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..
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:
Technology and Workflow
Please contact us if you would like to take part or would like more information.
Learn more about the benefits of benchmarking.
CutterResearch reports are the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. They contain information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").