2025 Trends and Outlook

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2025 Trends and Outlook

2025 Trends and Outlook

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.

We present a collection of Cutter views on key areas we expect investment management firms to focus on in 2025 and beyond.

Investment management firms continue to grow using innovative means while making strides toward efficiency. We present Cutter Associates' 2025 Trends and Outlook, which align with these themes and highlight the key focus areas for firms in 2025. Throughout the upcoming year, we will also publish additional insights related to these themes.

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Additional insights on

Industry Trends

Feb 18, 2025 2025 Investment Management Trends, Challenges, and Outlook Video In this webinar, Cutter research analysts share their outlook for the investment management industry in 2025 – including trends, challenges, and considerations. Join us to learn where firms are investing their time and budget, and areas that may warrant greater attention as we enter the new year. Oct 24, 2024 Vendor View: Thriving Through Change – Technology's Role in the Future of Asset Management Sponsored Video As we approach 2025, investment managers are grappling with a rapidly evolving landscape - higher interest rates, inflationary pressures, and geopolitical uncertainties are shaping investment strategies and operational models. Growth opportunities exist for investment managers. But it also raises a serious question - how ready are they to move faster in more complex environments? To thrive in this dynamic environment, firms must rethink their approach to technology. Traditional models are no longer sufficient to handle the complexities of modern asset management, where real-time insights and data accessibility are crucial for decision-making and risk management. Whether it's navigating economic shifts or meeting heightened client expectations, the key lies in leveraging the right technology to drive agility and innovation. In this fireside chat, Chris Sturhahn, Chief Product Officer at Enfusion, and Jon Chandler, Research Director at Cutter, will delve into key economic and industry trends. They will discuss how a strategic technology partner can help asset managers enhance operational efficiency, diversify strategies with ease, and expand market reach—positioning firms for long-term success and alpha creation in a dynamic environment.