Benchmarking
Cutter Benchmarking surveys are designed to reveal critical insights that help investment managers save time and money, improve efficiencies, reduce risks, and much more.
- See How You Compare to Your Peers
- Provide Compelling Evidence to Stakeholders
- Discover and Close Processing Gaps
Each Cutter 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?
See where your organization stands by participating in Cutter 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.
Log In for Immediate Access to Benchmarking Surveys
Members should log in to take any of the benchmarking surveys. For non-members, click on any survey below to request the ability to participate.
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Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.