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Additional insights on
Portfolio Management & Trading
Jan 27, 2025
2025 Trends and Outlook: Evolution of Retail SMAs
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The following blog post is one in a series of Cutter 2025 Trends and Outlook that provides insights into industry challenges and considerations for firms in 2025 and beyond.
Jun 10, 2025
Asset Allocation and Total Portfolio Solutions
Report
Multi-asset class strategies continue to evolve, making asset allocation and total portfolio analysis increasingly more complex. For many firms that lack the proper analysis, planning, and implementation tools, asset allocation and a total portfolio view (TPV) remain a work in progress. In this research, we investigate how asset managers and asset owners are enhancing risk and liquidity management in strategies that integrate both public and private assets. Our research also examines the implications of a total portfolio approach (TPA) for asset owners.
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