Cutter has conducted over 80 benchmarking surveys that span the investment management lifecycle. Our surveys are designed to reveal critical insights and help investment managers save time and money, improve efficiencies, reduce risks, and much more.
We developed the Cutter Associates Capability Model to measure and assess processes and practices within investment management organizations. 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.
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.
Firms at this level are strategic about anticipating change ─ and effective at implementing it. Processes are formally defined, documented, and enforced.
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.
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.