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.
Connect with your investment operations and technology peers and Cutter experts at exclusive events online and in person.Learn More
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.Learn More
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.Learn More
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.
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.
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.
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.
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.
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.
CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").