Business transformation for the investment management industry
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Event 2026 Outlook: Trends in Investment Management
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.
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Cutter's ResearchArticle 2026 Outlook: AI Adoption – Rolling It Out Is Just the First Step
The financial industry finds itself at a pivotal moment as artificial intelligence moves from a novelty to a necessity. Many investment management firms have adopted AI tools, ranging from chatbots and research assistants to enterprise-wide LLM deployments. But deployment alone rarely delivers meaningful returns.
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Cutter's ResearchReport Asset Allocation and Total Portfolio Solutions
Multi-asset class strategies continue to evolve, making asset allocation and total portfolio analysis increasingly more complex. For many firms that lack the proper analysis, planning, and implementation tools, asset allocation and a total portfolio view (TPV) remain a work in progress. In this research, we investigate how asset managers and asset owners are enhancing risk and liquidity management in strategies that integrate both public and private assets. Our research also examines the implications of a total portfolio approach (TPA) for asset owners.
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Cutter's Research
"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
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Joe Carroll, Chief Development Officer, Public Trust Advisors
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Jesse Nolan, Director, Collateral Management & Servicing, PGIM Fixed Income
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Progressive Investment Management
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
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Cutter Associates has successfully completed more than 700 projects and produced over 450 research reports for leaders in the investment management industry.
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