Performance
Clients are demanding more granularity, transparency, and interaction with their investment data. They want real-time data and analysis. But aging technology is putting a strain on investment managers and causing inefficiencies with data mining, reconciliation, analysis, and delivery. Increasingly blurring lines between the front, middle, and back office, are causing further challenges.
Does your organization accurately measure performance and effectively publish results?
Performance Analysis
Are you getting value out of your data? Is it telling the story you need to help you make the right decisions? Are you GIPS compliant?
Performance Operations
Are your performance results accurate, timely and fit for purpose? Is your performance team spending too much time scrubbing data?
Performance Delivery
Are you reporting the right information, in the right format, to the right audiences – when they need it? Is performance data available for self-service consumption?
Performance Architecture
Do you have the best technology (all-in-one, best-in-breed, or a hybrid) in place to improve your efficiency? Does your performance data reflect ESG investments?
Areas of Expertise
We guide you in having the right performance systems and processes in place.
Experience and Insight at Work for You
- Cutter consultants bring abundant hands-on experience from all angles – we’ve been in your shoes, we’ve worked for and with your peers as well as the service providers, as employees, and now consultants.
- We’ve helped asset managers, wealth managers, and asset owners of all sizes improve their performance efficiencies.
- Cutter is organized by business domain knowledge teams, comprised of consulting and research analyst resources across the company to offer you a deep expertise with a wide range of experience.
- Our consulting experience and expertise is enhanced by deep insights from our research and benchmarking analyses, providing you with a uniquely comprehensive view on performance best practices within the industry.
- We have our finger on the pulse of the latest industry trends and regulatory changes impacting 40 act funds, UCITs, ETFs, institutional pooled funds, SMAs, and alternative investments.
