Operations Benchmarking

The world’s leading investment managers trust us to guide them through the complexities of managing their operations toward success in reducing risk while saving time and money. Armed with a set of specific, relevant measures, our clients can track and monitor progress consistently and accurately.

CutterBenchmarking helps investment managers understand how they stack up to their industry peers across operational capabilities. Our studies reveal business insights critical to improving systems frameworks and operational efficiencies. They also provide an empirical foundation for engaging senior management and corporate stakeholders in discussions about where your organization needs to be.

Cutter Associates Capability Model^TM

By measuring processing effectiveness against peers with CutterBenchmarking, we are able to identify areas of strength and opportunities for improvement in our investment operations.

- Senior Managing Director, Large Financial Services Provider

The Cutter Associates Capability Models

The Cutter Associates Capability Models incorporate CutterConsulting and CutterResearch expertise as well as insights from our client communities, more than 6000 strong.

Using the consistent process measurements of our Capability Models, CutterBenchmarking reveals exactly where you stand along a spectrum of operational capabilities.

Methodology

We distribute a survey of 50–75 questions to participating firms, and within a week of receiving responses, we provide you with an initial “flash” report, comparing your capabilities to our standard model. Then we perform a deeper analysis, comparing your capabilities directly with your peers in a final, comprehensive report containing the following:

Absolute scoring - against the model
Relative scoring - against peers
Custom analysis and actionable measures

Benchmarking Library

Application of New Technologies in Investment Firms
Client Management
Client Reporting
Data Management
Derivatives Management
Enterprise Architecture
Execution Management
Fixed Income Portfolio Management and Trading
Investment Book of Record
Managing Third Party Services
Market and Reference Data
Metrics for the Business
Operational and IT Structure and Costs
OTC Pricing and Valuation
Performance Measurement and Attribution
Risk Management

CASE STUDY

Understand Your Business Metrics

In order to maximize the value that IT and Operations provided, our client wanted to understand how they measured up in relation to similar peers when it came to best practices for supporting their investment process.

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MEMBER RESOURCES

CutterBenchmarking 2020 Alternative Investments Results
Jan 5, 2021

This report provides the key findings identified in Cutter’s 2020 Alternative Investments Benchmarking survey.

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2020 Client Reporting Benchmarking Survey
Sep 1, 2020

This report provides the key findings identified in Cutter’s 2020 Client Reporting Benchmarking survey.

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2020 Data Management Benchmarking Survey Results
Jul 20, 2020

This report provides key findings identified in Cutter’s 2020 Data Management Benchmarking survey.

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Technology Innovation Pays Off
Jan 10, 2019

It’s fascinating to learn about innovative technology and the new capabilities it can provide. New technology is cool. But for investment managers, new technology can also cause anxiety because it represents a risk of falling behind competitors who can adopt it more quickly or more effectively.

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Robotic Process Automation (RPA) - Practical Applications in Investment Management
May 31, 2018

CutterResearch members share their experience with Robotic Process Automation (RPA) in their firms. We explore business use cases being supported and considered, and how organizations plan for and manage the bots.

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Pitch Book and Client Presentation Systems
Oct 23, 2017

This research provides an overview of the practices and tools investment managers use to create and manage pitch books and client presentations. It also provides information to help member firms assess available vendor solutions.

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EXPERT PROFILE

Gina McAfferty

Principal, Head of CutterResearch
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.

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").

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