Research & Insights

Benchmarking & Surveys

Cutter Capability Benchmarking

Cutter Capability Benchmarking Surveys reveal insights that help investment managers save time and money, improve efficiency, reduce risk, and more. See how your front-to-back investment management capabilities compare with peers and provide evidence to stakeholders to close gaps. Open to prospects and members.

Cutter Insights Surveys

Some Cutter Surveys are exclusive to Cutter Research members and cover industry topics that examine investment managers’ operations and technologies. Respondents receive a personalized addendum comparing their responses with those of peers.

Current Cutter Capabilities Benchmarking Survey Private Markets

What We Study

Each Cutter Capabilities Benchmarking survey examines and analyzes a specific set of criteria.

Data

Is the right data readily available to your teams when and how they need it? Is it appropriately collected, stored, and delivered?

Processes

Are your processes effective and efficient? How many processes are automated versus manual? Where are the gaps and redundancies?

Technology

Do you have the right technology, tools, and workflows in place to support your strategy and meet your goals?

Organization

Do you have the proper structure and support in place to achieve your business objectives?

Our Capability Model

See where your organization stands by participating in Cutter Capabilities Benchmarking.

We assign each function one of four capability levels – providing you a clear, consistent set of key measures to identify exactly where you stand in relation to your peers and industry best practices.

Optimized

Firms at this level are strategic, proactive, and excel at effecting change. Processes are formally defined, comprehensive, and documented and continuously measured, monitored, and improved.

Managed

Firms at this level are strategic about anticipating change ─ and effective at implementing it. Processes are formally defined, documented, and enforced.

Defined

Firms at this level tend to be tactical, not strategic, and react at the last moment to changing requirements. Processes tend to be informally defined, insufficiently documented, and incomplete.

Reactive

Firms at this level are not proactive about anticipating change, so they only react to change with ad hoc, tactical fixes. Processes are undefined, undocumented, or even nonexistent.

See where your organization stands by participating in Cutter Capabilities Benchmarking. Take the Current Survey

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Current Cutter Capabilities Benchmarking Survey

Private Markets Private markets represent one of the fastest growing asset classes. While progress supporting private market investments continues, challenges include the prevalence of unstructured data, a lack of industry standards, frequency and latency of valuations a

Additional Cutter Capabilities Benchmarking Surveys

Data Management As the volume of data used in asset management has grown exponentially, so has the need to effectively manage, store, and distribute it. This Cutter Benchmarking survey will reveal how your data management practices measure up against our Capability Model Market Data Spend and Administration Managing the cost and contract compliance of market data is becoming an ever more vital discipline, especially as firms continue to add datasets and these datasets increase in volume and complexity. Performance Measurement and Attribution Practices In today’s competitive and increasingly global economy, investment managers are focused on retaining clients by delivering and reporting on strong portfolio performance. Managing Vendors and Service Providers Investment management firms remain focused on opportunities to stay competitive and efficient. One vital way to do this is to optimize your third-party relationships and manage your vendors, including service providers and other suppliers. Client Reporting Investment managers faced with growing expectations from clients and consultants for increased data requirements, more timely data, and more customized formats are seeking to optimize their client reporting practices and technology.