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.

Meet our Experts

Partner with us to improve your performance efficiencies.

Lisa Masten

Consulting Principal – Data and Analytics

Andrew Jenkins

Director, Consulting

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.