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Strategy

through cutting-edge consulting

A TRUE PARTNER

Our seasoned consultants partner with you to deliver streamlined operating models that provide increased productivity and performance. We’ve engaged with the world’s leading investment managers, insurance companies, public funds, and endowments—working on everything from small scale projects to complex, multi-year engagements.

Whether your firm is considering a new system or extending the capabilities of existing infrastructure, our consultants will work with you to realize the right solution, efficiently and cost effectively.

“We view our engagements as a long-term relationship, not a transaction. Our sole focus is helping our clients find the most practical solution, to save them time and money.”

John Clark, President — CutterConsulting

 

UNRIVALED EXPERIENCE

Our team has successfully completed more than 700 projects for some of the world’s leading investment managers, whether evaluating, selecting, and implementing systems, or developing operational strategies that bring about transformation efficiently, and with minimal risk.

Our research, benchmarking, and consulting practices demand that we constantly evaluate trends, thinking, and solutions in the industry. We integrate what we learn in each practice and apply the combined intelligence to meet each client’s unique requirements. Through proven methodologies, knowledge transfer, and rigorous testing, our consultants will identify critical paths and warn of risks early on, enabling you to build a measurable and sustainable framework offering increased productivity and performance, and ultimately, peace of mind.

Operational Strategies

Strategy Development and Operations Reviews

Formulate strategies for global operating models, architecture, data management, risk management and systems for the front, middle, and back office.

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Client Facing

Client Facing

Enhance the client experience by differentiating your sales and client servicing strategies and creating scalable, efficient processes.

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Data Management

Data Management

Improve your organization’s data infrastructure and governance to maximize the quality and value of your data.

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Systems Search & Selection

Systems Search & Selection

Evaluate and select optimal investment systems solutions from a variety of options; from enterprise level and front to back office.

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Vendor Services

Vendor Services

Get involved. In addition to our investment management clients, we build long-lasting relationships with the vendor community by understanding your products and services, and providing you with insight into the latest industry trends and challenges.  Find out how you can work with us.

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Public and Government Funds

By leveraging the expertise from our other practices - Operations and Technology Research, Operations Benchmarking, Operational Strategies, Data Management, Systems Search and Selection, Implementation, Project Management -  you can gain access to experts and insights from across a full spectrum of specialities. Our team has worked with numerous public, government, and sovereign wealth funds to advise them on their systems infrastructure.

 

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MEMBER RESOURCES

Risk Management Systems
Oct 31, 2016

This Research report includes an overview of risk management products, and a detailed evaluation of systems that support market and credit risk management, as well as investment managers' risk management practices.

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Managing Fintech
Oct 14, 2016

This CutterResearch report includes a review of new technologies that are beginning to affect buy-side firms, how firms view them, and how they expect to use them.

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Mastering Client, Account, and Product Data
Oct 14, 2016

This report contains findings from Cutter Associates research on Mastering Client, Account, and Product (CAP) Data. It provides background on the industry drivers affecting investment managers, including those related to data quality and accuracy for this reference data.

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Tracking Investment Strategy, Front to Back
Oct 6, 2016

CutterResearch members discuss the challenges they face and best practices considered to track Investment Strategies/Themes within Multi-strategy portfolios as data flows through systems supporting the investment process — from portfolio management and trading through downstream systems delivering strategy level P&L, performance, and other reporting.

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Barclays POINT Alert!
Jun 15, 2016

In December 2015, Bloomberg announced they were acquiring Barclays Risk Analytics and Index Solutions (BRAIS). The announcement went through the investment management industry like an emergency weather alert—an urgent call for planning and action.

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Opportunities for External Sourcing
Oct 14, 2015

This CutterResearch report describes members’ use of external sourcing for various business processes and technology functions. We discuss trends in the outsourcing industry, share member practices, and present descriptions of providers and the services they offer.

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