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MEASURE: CUTTER BENCHMARKING

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.

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:

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

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

Learn more about the benefits of benchmarking.