Because the investment management landscape is ever changing and evolving, it is critical to have an operating model optimized for scalability and efficiency. Cutter Associates has helped hundreds of asset managers achieve clarity in their technology and operations strategy by aligning their efforts related to data management and business applications with a Business Services Architecture. We accomplish this by insuring the alignment of the target operating model with the business functions that are required to provide the services. Determining how firms organize for delivering standardized shared services vs. the more specialized or unique services is core to our Business Services approach.
Our consultants bring abundant, real-world expertise to your projects, gained from many strategic engagements with your peers. This experience, enhanced by deep insights from our research and operational benchmarking analysts, provides our clients with a uniquely comprehensive view on industry and system developments, and on current best practices. We bring that know-how and insight to help you formulate and implement a truly architected platform.
What makes Cutter Associates’ approach unique is that we can apply not just our real world consulting knowledge, but insights gleaned from our operations and technology research and benchmarking studies.
Principal – Practice Lead, Operational Strategies
To achieve operational efficiency, you first need a comprehensive under-standing of your desired target operating model. A solid target operating model reveals which business components you can expect to support standardized processes, and which components require specialized pro-cesses. You can then develop a custom fit Business Services Architecture to drive strategies for business applications and data management solutions, which serve as the foundation for a well-defined operating model.
Cutter works closely with you and your business partners to assess the relative maturity of your current Business Services Architecture by identifying any processing or technology gaps blocking your transition from your current infrastructure to your target operating model.
We provide actionable recommendations on applications architecture, data strategy, business process and governance alignment, and target operating model design, including the following:
Cutter Associates will create a roadmap for implementing your target operating model, by doing the following:
Arriving at any recommendation will be a collaborative process involving discussions with you and your stakeholders to better understand the constraints and validate the assumptions. With stakeholder buy-in, you’ll engage management and key decision makers to get the resources you need to move forward.
Using an assortment of software for order management, portfolio management, and compliance was no longer working for our client - so we gave them options for an alternative target state software architecture.
It’s that time of year again, when our inboxes fill up with Top Trends lists, offering predictions and insights for the coming year on industry changes, issues, developments, and technological innovations. The lists are self promotional of course, but some can help you to anticipate industry direction, recognize new business issues, and re-prioritize your strategic plans for 2017.
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.
CutterResearch looks at best practices and industry trends that enable firms to get from just managing and governing data to a culture of data.
This research report answers the questions about what Investment Book of Record (IBOR) really means to investment management firms, why it is needed, how it can be implemented, and what vendor solutions offer.
This report provides insights into how investment management firms are solving the requirements of users to access, format, and manipulate data. An overview of the leading vendor solutions is also included.
This research report includes a discussion of how investment management firms are managing operating costs, and why it is so important. It also includes best practices for managing operating costs.
Principal – Practice Lead, Operational Strategies
Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process including portfolio management, risk analytics, trading, compliance, performance, and technology integration. Tom provides strategic advisory services to our asset management clients as well as leading industry perspectives at our client events and conferences. His consulting experience includes strategic advisory engagements for some of the world’s most prominent investment management firms. Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. Tom holds a B.S. in Operations Management and an M.I.S. from Florida State University.