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Insight

through relevant research and measurement

Cutter Associates provides investment managers with operations and technology insight that empowers them to recognize strategic opportunities, keep pace with competitors, and stay informed about technological advances.

Our insight is multi-faceted, informed by decades of consulting with leading investment managers, and is the deepest research knowledgebase of its kind. With Cutter Associates as your technology and operations partner, you benefit from truly independent research, actionable capability metrics, and access to a network of industry peers.

We help clients around the globe, from traditional to alternative asset managers, and from insurance companies to public funds, serving both institutional and retail investors. Brought together as members of our CutterResearch and other consortia, they benefit from access to a powerful network where members share hands-on experience about systems, practices, and solutions to challenging problems.

Networking Events

Networking Events

Connect with your investment operations and technology peers and Cutter experts at exclusive events online and in person.

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Operations and Technology Research

Operations and Technology Research

Learn about new practices, gain fresh insights, and stay informed on systems and operations by taking advantage of the detailed, topical research the world’s most prominent investment managers have been using for years to reduce risk and lower costs.

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Operations Benchmarking

Operations Benchmarking

Measure your operations against defined best practices and your investment manager peers. See an accurate picture of your operational capabilities, including areas of strength and areas needing improvement. Get the evidence you need to engage stakeholders and to facilitate critical decisions around operational strategies.

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Cutter Wealth

Cutter Wealth

Unparalleled insights for an exclusive community of wealth management leaders.

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MEMBER RESOURCES

Outsourced Trading: Has the Time Come?
Dec 11, 2019

Outsourced trading used to be a niche business aimed at hedge funds or smaller firms without the trading volume to support their own desk. Recently, more providers are offering trading services, and asset managers are looking at these services with renewed interest. In this whitepaper we explore whether this is a widespread trend or still only of interest to a small subset of asset managers.

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Portfolio Management Solutions for Wealth
Dec 11, 2019

As market disruptors and varied technology startups introduce new ideas and initiatives to the financial services industry, wealth portfolio management vendors are designing product roadmaps and entering partnerships to position their products for the next wave of innovation. This research report explores what innovation looks like today and 12–18 months into the future at some of the largest integrated suite providers.

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Behavioral Analysis in Investment Management
Oct 28, 2019

The purpose of behavioral analysis in investment management is to examine active investment management decisions and create a plan to improve behaviors detrimental to alpha generation. This whitepaper offers an introduction into the pressures investment managers are under that are driving them to use behavioral analysis, common types of behaviors that jeopardize alpha, and a summary of providers of behavioral analysis software and services.

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Governance, Risk, and Compliance (GRC)
Oct 25, 2019

This report contains the results of Cutter Associates research on governance, risk, and compliance (GRC) for investment management. It includes information on industry issues and trends, challenges and best practices, and GRC systems.

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Alternative Investments
Oct 25, 2019

This report on alternative investments provides information about solutions that can be used at various stages of the investment lifecycle, including systems that support contact management, due diligence, deal pipeline management, document management, portfolio construction, portfolio monitoring and analysis, and operational support.

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ESG Investing
Oct 25, 2019

This research investigates environmental, social, and governance (ESG) investing, the state of the market, and challenges experienced by asset owners and asset managers. It profiles third-party products that offer ESG data, ratings, evaluation, and services.

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