Scope Statement: Reference Data Management Solutions
Kathy McDermott has more than 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front and middle office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.
Recent research assignments and publications include the following:
- Alternative Data and the Expanding Universe of Investment Information
- Behavioral Analysis in Investment Management
- Client Reporting Systems and Practices
- Data Access for Business Users
- Managed Data Services
- Market Data Administration
- Mastering Client, Account, and Product Data
- Order Management Systems
- Outsourced Trading: Has the Time Come?
- Reference Data Management Solutions