Email Us
US: +1 339 469 0600
EMEA: +44 (0) 20 3006 6490

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.

Learn More
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.

Learn More
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.

Learn More
Cutter Wealth

Cutter Wealth

Unparalleled insights for an exclusive community of wealth management leaders.

Learn More

MEMBER RESOURCES

Data Science and Analytics for the Front Office
Jun 17, 2020

This research explores how investment management firms are using data analytics technologies to inform and streamline investment processes. It covers how firms can best organize to support data analytics, the role IT and data management play, and the skill sets and tools that can help.

Learn More

Order Management Systems
Jun 17, 2020

Investment managers have witnessed some significant changes across the OMS vendor landscape. Vendors are offering expanded functionality and services, and vendors of OMS designed for hedge funds or small asset managers are vying for market share

Learn More

2019 FinTech Landscape in Review
Jan 8, 2020

This spotlight report highlights some of the top fintech themes that impacted the wealth management industry in 2019.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More