Jon Chandler
Director, Research
Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and FailStation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Investment Risk
- Cutter Benchmarking: Performance Measurement and Attribution
- Derivatives and Collateral Management Solutions
- Execution Management Systems
- Managed Data Services
- Order Management Systems
- Outsourcing Solutions
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Private Debt
- Risk Management Systems
- The Evolving Front Office Support Model
Robert Ruck
Senior Research Analyst
Robert “Bob” Ruck joined Cutter Associates in 2017, bringing more than two decades of experience in financial services. Before joining Cutter, Bob was Strategic Client Director with FIS/SunGard where he managed a team of client service professionals and developers and provided oversight for multiple simultaneous large scale consulting projects. Previously, Bob was a Director at Advent Software and responsible for leading a team of 40 that supported the Geneva portfolio accounting system. He managed several high-profile client relationships including several of the largest fund administrators and prime brokers. Bob has also held Client Services roles at Omgeo, where he was responsible for client-related functions across Omgeo’s suite of products including Central Trade Manager, Alert, and Oasys, and at Thomson Financial Services, where he managed client related activities for the firm’s performance measurement product. Bob began his career at State Street Bank and Trust providing mutual funds technical support. Bob holds a B.A. in Economics and Religion from the University of Massachusetts.
CutterResearch last reported on Investment Accounting Solutions in 2010. This report provides an updated overview of the vendor landscape, as well as insight into CutterResearch member usage and their experience with investment accounting systems and service providers.
This report features detailed reviews of Broadridge BIA, Clearwater Analytics, Eagle Accounting, FIS InvestOne, Linedata Icon, SimCorp Dimension, SS&C APX, SS&C CAMRA, SS&C Geneva, SS&C PORTIA, State Street PAM, and Temenos Multifonds Global Accounting. The study also includes a summary of service offerings from BBH, BlackRock Solutions, BNY Mellon, Northern Trust, and State Street.