Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 25 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director, Asset Management Research Lead at Cutter Associates.
Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.
Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Recent research assignments and publications include the following:
- Client Portal Solutions
- Client Reporting Systems
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Modern Compliance in Investment Management
- Electronic Communications Surveillance Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Research Management Systems
- Using RPA to Automate Business Processes
Recent Consulting Engagements include:
- Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager
- Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings
Matt Mueller
Research Analyst
Matt Mueller brings more than eight years of experience in the financial services industry to his Research Analyst role at Cutter Associates. Prior to joining Cutter in 2022, Matt was an investment performance associate at Cambridge Associates before moving onto an investment operations role at 1919 Investment Counsel, an RIA headquartered in Baltimore, Maryland. At 1919 Matt was involved in every aspect of the back office, from trade support to Security Master to compliance. Most recently, Matt served as a research analyst at the financial publication Angels & Entrepreneurs, which specializes in early-stage companies raising money via Equity Crowdfunding Platforms. Matt was responsible for sourcing the deals, and evaluating the product, market, and investment viability of each company. Matt earned his bachelor’s degree in economics with a minor in business from Gettysburg College.
This research provides a look at Cutter Research members' current practices and challenges in managing investment research. We also provide an overview of the current research management systems (RMS) vendor landscape, describe the evolving RMS functionality (including the role of AI), and assess commonly used industry solutions.
We provide RMS assessments of the following vendors' solutions: Backstop Solutions, Bipsync, Bloomberg, Calibre, Dynamo Software, Equity Data Science (EDS), FactSet, and Verity.