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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

Investment Ops Staffing and Organization

Operations Managers want to know how their staffing levels and organizational frameworks compare to others in the industry. But it's a hard question to answer, since no two firms are identical. How much money do they manage? What types of assets do they manage? What's the profile of their client base? How much of the operations function is outsourced? These factors all have an impact on the answer.

In this current benchmarking study we have set aside our usual CutterBenchmarking Capability Model to gather key metrics that compare firms in terms of their Investment Operations staffing levels and organizational structure.

Participants will be asked to answer questions in the following categories:

  • Firm Profile - Basic information about your firm's AUM, asset mix, product offerings, and types of clients to help us identify similar firms.
  • Operations Staff/Organization - Key questions about your Operations organization, structure, functional alignment, etc.
  • Investment Staff/Organization - Breakdown and structure of your Front Office staff to give us an indication of how they relate to the Operations organization.
  • IT and Investment Systems - Information about the investment systems your firm uses so that we have another means of identifying similar firms.
 

To find out how you compare to your industry peers, we encourage you to take part in the study. The more responses we receive, the more comprehensive the results will be. As always, Cutter Associates will take the utmost care to protect the identity of all participants by anonymizing all response data.

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

Learn more about the benefits of benchmarking.