Business transformation for the investment management industry
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Report AI Governance
Investment management firms are looking to expand use of AI for the purposes of automation, optimization, and prediction across the enterprise. AI-related risks are unique, and firms face challenges in defining and adopting an AI governance model.
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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 ResearchReport Cutter Benchmarking 2025 Performance Measurement and Attribution Practices
The results of participating Benchmarking firms' performance measurement and attribution practices against Cutter Associates Capability Model, and their peers.
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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
“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
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.
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Is your firm using website clicks to understand client preferences?
Anyone willing to share re: 5G planning?
Glad to exchange info on our new client onboarding solution with anyone considering.
Any insights on data providers that can consolidate multiple complex data sources?
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Upcoming Cutter Events
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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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