Investment Process Experts

Strategy Development and Operations Reviews

We develop and formulate strategies for global operating models, architecture, data management, risk management and front, middle and back office systems.

System Evaluation, Selection and Implementation

Cutter Consultants help evaluate, select and install systems for portfolio management, analytics, trading, risk management, electronic delivery of trade data, performance measurement and attribution, accounting, client reporting, and asset allocation.

Compliance Operations

Cutter Consultants can identify the gaps in coverage and help develop effective techniques and platforms to meet client, regulatory, and management guidelines.

Risk Management

Through a unique combination of consulting, research and benchmarking, Cutter can cost effectively and efficiently identify a firm's operating, systems and organizational risks.

CRM

CutterConsulting's assistance with the selection and integration of CRM helps clients get the most out of this critical function.

Data Management

Effective data management is central to managing investment and operational risk. Cutter's consultants specialize in evaluating current data management practices and recommending changes to improve the effectiveness of data management.

Derivatives Operations

CutterConsulting helps clients better manage derivatives through the implementation of new systems, by leveraging new modules of existing systems, and by implementing revised operational procedures that deal with specific regulatory and client requirements.

Disaster Recovery/Business Continuity Planning

Cutter's Consultants can assess a firm's current Disaster Recovery Plans and help develop or improve the current Disaster Recovery strategy.

Investment System Architectures

We specialize in helping clients formulate and implement a truly architected platform.

Custom System Development

Cutter Consultants help define requirements, design, develop, test and document systems to meet client needs.