Oct 19, 2021

Client reporting data needs to tell a story — and that story should vary based on the investment strategy. See what our survey data revealed about the various components used by investment managers.

Do you want to better understand the strengths and weaknesses of your client reports? Cutter can evaluate your reports and compare them against industry standards and best practices through our Client Reporting Assessment services. Contact us at connect@cutterassociates.com to learn more, or to get your assessment started.