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

Operations and Technology Research

Cutter Associates brings you up-to-date research covering investment processing systems and operational issues. From industry insights to vendor and product assessments, our research has real world application to help you:

  • Validate your systems strategy
  • Understand industry operating models
  • Stay current on technology trends
  • Reduce risks from systems decisions
  • Lower costs

 

 

We constantly monitor and analyze industry trends, technology, and operational challenges, and we share that knowledge with buy-side investment managers like you. Our research reports typically include the following core information:

  • Industry insights
  • Changes to the vendor landscape
  • Where your peers are focusing their efforts
  • Best practices
  • Comprehensive system evaluations

Learn from the Experts

Our regularly published research covers the issues that matter most to the investment management community. Because our members drive the topics we cover, our research is always compelling and practical. Members gain access to our latest research publications and to our comprehensive online research library, covering the full range of industry topics and technology. You’ll also be invited to join us at our networking events to hear the latest research direct from our analysts.

Their research is so thorough that I have never felt like I needed to ask deeper questions on the subject.

CutterResearch Member

Research Methodology

In producing our research, our analysts follow a proven process to ensure relevant results based on consistent standards.

Member Interviews – we interview our community members to understand the real world challenges and issues they face

Detailed Surveys – we develop insightful surveys for members to identify industry trends

Vendor RFIs – we issue detailed requests for information from vendors about their products and services

System Demonstrations – we host detailed system demonstrations by solution providers, tailored to the criteria most important to our members

Unbiased Viewpoints – no vendor ever “pays to play” in our research. Our views are not shared outside our member community, and our reports are absolutely objective.

Armed with this comprehensive, thoughtful, and independent intelligence, you can make informed decisions about your existing technology and operational structures, and know where to effectively channel your resources.

 

MEMBER RESOURCES

The Next Reality? How the Next Decade Might Accelerate the Adoption of Immersive Technology
Apr 15, 2021

As we enter a new decade, we may be witnessing the beginnings of another wave of dramatic changes across our industry. Immersive technologies (augmented, mixed, and virtual reality) may change what’s possible in terms of how we work — specifically, how we interact with data, clients, and each other.

Learn More

The Next Reality? How the Next Decade Might Accelerate the Adoption of Immersive Technology
Apr 15, 2021

As we enter a new decade, we may be witnessing the beginnings of another wave of dramatic changes across our industry. Immersive technologies (augmented, mixed, and virtual reality) may change what’s possible in terms of how we work — specifically, how we interact with data, clients, and each other.

Learn More

Disentangling AI and Its Use in Investment Management
Mar 25, 2021

This FAQ whitepaper on AI provides answers to common questions surrounding how and why AI is used in investment management.

Learn More

Cryptocurrency for Asset Managers: Are You In?
Feb 26, 2021

In the past few years, cryptocurrency has attracted a lot of media attention with record returns, but many investment managers remain on the sidelines. The nascent cryptocurrency market continues to evolve, and there are a number of key issues that are preventing more widespread adoption.

Learn More

Risky Business - The Importance of Investment Risk Management
Feb 25, 2021

This report on investment risk management offers a preview of some of the focus areas that we will discuss in our upcoming research report, and it provides information about some of the key issues and challenges that the risk team may face.

Learn More

Business Intelligence Tools
Jan 22, 2021

Investment management firms widely use business intelligence (BI) tools to provide interactive access to data and analytics. This research examines the leading BI tools and the vendor landscape, common use cases, challenges related to BI programs, and best practices for BI tool implementation and ongoing support.

Learn More

EXPERT PROFILE

 Gina MCCafferty

Gina MCCafferty

Principal, Head of Research
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.

OTHER CUTTER SERVICES

Operational Strategies Learn More Networking Events Learn More Operations Benchmarking Learn More Client Facing Learn More Data Management Learn More Systems Search & Selection Learn More Vendor Services Learn More Implementation Learn More Project Management Learn More Public and Government Funds Learn More Cutter Wealth Learn More