CutterCast: CutterBenchmarking Client Reporting Survey Results
Jun 23 Thu · 2022 10:30am - 11:30am EDT


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Event Summary

In this CutterCast, we share key trends and takeaways from our Asset Management Client Reporting survey. The survey focuses on how firms structure roles, gather data, build and run templates, distribute reports, and leverage workflow. Listen to learn about peer perspectives and best practices for client reporting.



Dru Holmquist

Consulting Principal - Distribution and Client Operations

Gina McCafferty

Principal – Head of Research

John Refford

Managing Director

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