Business transformation for the investment management industry

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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.

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"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.

Our Areas of Expertise

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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.

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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.

Oct 14, 2025

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.

Business transformation for the investment management industry

Cutter Research Membership

Already a member?

Current Happenings...

Report AI Governance

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Report Asset Allocation and Total Portfolio Solutions

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Report Cutter Benchmarking 2025 Performance Measurement and Attribution Practices

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Asset Managers

Asset Owners

Wealth Managers

Recent Discussions...

Join the conversation and a global community

Upcoming Cutter Events

Sydney CTO/COO Executive Roundtable

Sydney Cutter Connect 2025

CTO/COO Executive Roundtable

Public Funds Roundtable

Charleston, SC Cutter Connect 2025

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