Business transformation for the investment management industry

Cutter Research Membership

Join Cutter's global community of leading investment management firms and become part of our collaborative learning network. Gain full access to extensive research, exclusive member events, peer benchmarking, and member firm insights.

Current Happenings...

Report Investment Management Platforms

Report Investment Management Platforms

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Added on Dec 4, 2025

Fragmented platforms create slower execution and missed opportunities. In this report, we assess providers with "front-to-back capabilities" that aim to increase market share, and offer alternatives to major players like BlackRock, SimCorp, and State Street/CRD.

Report Consulting Perspectives: Total Portfolio Approach

Report Consulting Perspectives: Total Portfolio Approach

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Added on Nov 25, 2025

Many funds are evolving from traditional SAA/TAA frameworks toward a more dynamic total portfolio approach that emphasizes holistic risk and capital allocation. This popular presentation from Cutter Connect 2025 explores the foundational building blocks required to enable a total portfolio approach. It examines where leading firms are on their journey and the key challenges that remain to be solved.

Event 2026 Outlook: Trends in Investment Management

Event 2026 Outlook: Trends in Investment Management

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Feb 12, 2026

Discover the future of investment management in 2026! Cutter's research analysts reveal strategic trends and highlight key focus areas for the year ahead in this engaging webinar. Don't miss out—register now to stay ahead of industry shifts and drive impactful change in your organization.

"Cutter has been an outstanding business partner in defining and implementing our investment business transformation strategy".

Vince Pasqualicchio, Investments Chief Operations and Technology Officer, America Family Insurance

“Cutter’s approach to partnership consulting has enhanced our firm’s ability to re-engineer the way we approach operational strategy.”

Joe Carroll, Chief Development Officer, Public Trust Advisors

“The Cutter Community forum is filled with great individuals with diverse perspectives, and we could use that wealth of knowledge!"

Jesse Nolan, Director, Collateral Management & Servicing, PGIM Fixed Income

"Cutter provided exceptional value to our investment team. When we need project support in the future, Cutter will be our first call."

Progressive Investment Management

Who We Help

Asset Managers

Applying leading technology and operations research and consulting, we guide institutional and retail asset managers towards their business goals.

Asset Owners

Collaborating with insurance companies, pension funds, and superannuation funds, we navigate and solve unique operational challenges and pressures.

Wealth Managers

Pushing the client-advisor lifecycle forward with a future-oriented approach, we create innovative digital experiences.

Recent Discussions...

Is your firm using website clicks to understand client preferences?

Client Tech
21 Replies

Anyone willing to share re: 5G planning?

IT Discussions
13 Replies

Glad to exchange info on our new client onboarding solution with anyone considering.

Client-facing Chat
32 Replies

Any insights on data providers that can consolidate multiple complex data sources?

Data Management
41 Replies

Join the conversation and a global community

A network of over 7,000 professionals and 200 leading investment management firms, the Cutter Community is central to our member experience. Share and gain insights from around the globe, identify winning peer strategies, and find solutions together.

Upcoming Cutter Events

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Cutter members are invited to join exclusive online and in-person events, as well as affinity group meetings throughout the year. Network with industry peers, learn from research analysts and operation consultants, hear perspectives from guest speakers, and gain insights into current technology and operations solutions.

Cutter Associates has successfully completed more than 700 projects and produced over 450 research reports for leaders in the investment management industry.

Start your business transformation with us today.