Topics for review

CutterBenchmarking evaluates the entire investment process - from investment strategies through settlements and reporting. Each year we publish 6-8 surveys that cover front, middle, and back office functions in depth to provide you with a detailed assessment of your capabilities.

2010 Survey Schedule

  • Enterprise Architecture
  • Market Data
  • Performance and Attribution
  • Pricing and Valuation

Survey Library

  • Business Continuity Planning / Disaster Recovery
  • Cash Management
  • Client Relationship Management (CRM)
  • Client Reporting
  • Compliance
  • Corporate Actions / Settlements
  • Credit Research - Tools & Best Practices
  • Data Management
  • Derivatives Management
  • Document / Records Management
  • Enterprise Architecture
  • Enterprise Risk Management
  • Fixed Income - Front Office Operations
  • Global Operating Models
  • Investment Risk Management
  • IT & Operations Spending Priorities
  • Outsourcing Trends & Governance
  • Performance Measurement & Attribution
  • Supporting Alternative Investments
  • Supporting Portfolio Management
  • Trading Practices
  • Website Content & Management