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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.

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"I find Cutter consistently has its finger on the pulse of the asset management industry. When I want to know what is really going on, I ask my Cutter rep."

CJ Jaskoll, Head of Investment Technology, Neuberger Berman

"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

"From operational strategy engagements to program management to business analysis, Cutter provides the right expertise for organizations to achieve successful outcomes.”

Ambika D'Souza, Vice President, Investment Performance Analytics, T. Rowe Price

“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

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.