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Operational Strategies

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.

Foundations for Operational Efficiency

Operational Efficiency

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.

Tom Phipps
Principal  – Practice Lead, Operational Strategies

GET CLARITY

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.

Our Process

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.

CASE STUDY

Streamlining software architecture

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.

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MEMBER RESOURCES

Managing Vendors and Service Providers
May 26, 2017

This research explores practices for managing suppliers and provides an overview of the types of tools, data, and services members are using to manage their suppliers.

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Collateral Management
May 26, 2017

This report contains the results of Cutter Associates research into member practices, and technologies for managing collateral. It also provides detailed evaluations of collateral management systems and overviews of collateral management utilities and services.

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Reference Data Management Solutions
May 26, 2017

This research provides background on the industry drivers affecting investment managers, and the tools and practices they currently use to manage investment management reference data.

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Predictive Analytics
Apr 6, 2017

CutterResearch members discuss how Predictive Analytics are being employed by their Investments and Distribution organizations, and the technologies they are using to support their business requirements

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When Predictions Are Wise
Jan 12, 2017

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.

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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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EXPERT PROFILE

 Tom Phipps

Tom Phipps

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.

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