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

Jan 16, 2026 2026 Outlook: Done With Making Do – Reevaluating Solutions for Future Fit Article Investment management firms recognize that their legacy applications may be limiting their abilities to achieve their broader goals of growth and efficiency. In 2026 and beyond, Cutter predicts that while firms will remain focused on major ongoing initiatives, they will also be taking stock of their core functions (trading, accounting, and performance measurement and attribution) and reevaluating solution options, factoring in capabilities, as well as seeking out vendors and service providers that are open, advancing, and acting as good partners. This analysis, while complex, will inform investment management firms’ future decisions and strategies in the years ahead. Dec 12, 2025 Newsmaker: A First Look at the FactSet–Arcesium Collaboration for the Buy-Side Video Cutter Associates will host a Newsmaker event spotlighting the newly announced strategic partnership between FactSet and Arcesium, bringing together two industry leaders to deliver a more integrated, data-driven operating experience for the buy-side. During this session, executives from both firms will outline how the collaboration unifies FactSet’s comprehensive content, portfolio management, analytics and reporting tools with Arcesium’s advanced post-trade, data-management, and workflow-automation capabilities. The partnership is expected to offer asset managers best of breed functionality while reducing the integration complexities with a consolidated platform. Attendees will gain early insight into the roadmap, use cases, and anticipated client benefits, positioning this alliance as a meaningful step forward in modernizing the investment lifecycle.