Report Sep 21, 2026

Trends in Investment Operations and Staffing

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This report analyzes investment management firms' responses to the 2026 Investment Operations and Staffing member survey covering Operations organization and structure, functions and staffing, relationships, and budget and spending practices.

“How do we compare with similar firms?”

We hear this question a lot from our Cutter Associates’ clients. Operations leaders want to know how their staffing levels and organizational frameworks compare with those of others in the industry. But it’s a hard question to answer, since no two firms are identical. How much money do you manage? What types of assets do you manage? What’s the profile of your client base? How much of the Operations function is outsourced? All of these factors affect the answer. This report gathers data and metrics comparing firms’ Investment Operations staffing levels and organizational structures to help firms understand how they compare with those of their peers

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