Topics for review

CutterBenchmarking evaluates the entire investment process - from investment strategies through settlements and reporting. Each year we publish 4-6 surveys that cover front, middle, and back office functions in depth to provide you with a detailed assessment of your capabilities.

2012 Survey Schedule

  • Q1  Risk Management: Including Operational Risk
  • Q2  Performance and Attribution
  • Q3  Client Management: From On-Boarding through Ongoing Servicing
  • Q4  Reference and Market Data

Survey Library

  • Application of New Technologies in Investment Client Reporting
  • Code Of Ethics
  • Compliance
  • Data Management
  • Derivatives Management
  • Enterprise Architecture
  • Enterprise Risk Management - Counterparty Risk
  • Fixed Income - Front Office Operations
  • Investment Risk Management
  • Managing Third Party Services
  • Market Data
  • Operational Costs and Allocation of Resources
  • OTC Pricing and Valuation
  • Outsourcing Governance
  • Performance Measurement & Attribution
  • Supporting Portfolio Management
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