Investment technology is always advancing. When you identify legacy systems that need replacing or a need for new systems to support the business, turn to Cutter Associates to help you make informed decisions. We bring you the knowledge on the newest products, upgrades, technology trends, and industry best practices. Using our comprehensive guidance, you can quickly and efficiently narrow the universe of available solutions to find the perfect match for your unique mix of infrastructure, budget, timeframe, culture, resources, and strategic direction. Our impartial advice is always client focused – that’s why it is proven and trusted throughout the investment industry.
Since 1997, Cutter Associates has guided clients through more than 300 successful search and selection projects. We provide a comprehensive process to identify a range of suitable tools from the front to back office that meet your requirements for functionality, timeframe, budget, and integration with existing systems. Once you know all the viable options, we help you arrive at a consensus decision.
To build out a framework of suitable solutions, we use our comprehensive CutterResearch Library as a starting point. But we are always mindful that the best solution for one client may not be the best for you. We work with you hand-in-hand to develop a customized Request for Proposal (RFP) to generate a complete picture of the relevant vendor landscape and help determine which products are best suited to your needs.
Our experts thoroughly analyze and score the RFP responses, and the highest scoring vendors become the finalists. We invite the finalists to demonstrate their products in scripted scenarios that we host for you. The demonstrations help you fully understand each product’s functionality in the context of your specific requirements.
Before making our final recommendations, we perform comprehensive due diligence on the vendor finalists, including a full cost/benefit analysis, pricing, and negotiation of contract and service levels. Most importantly, we are always mindful of our obligation to provide a completely impartial final recommendation for the most suitable solution. We have no strategic or other alliances with any vendor, and we remain independent and unbiased throughout the entire search and selection process.
With many options to choose from, we provide clarity around each solution's capabilities and, more importantly, how it can meet your particular needs.
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.
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.
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.
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.
This CutterResearch report includes an overview of the industry and a detailed evaluation of systems that support performance measurement and attribution.
This CutterResearch report describes members’ use of alternative investment systems to support private equity and real estate, industry trends related to those asset types, and detailed reviews of system functionality.