Join Cutter as we host a panel discussion with Verity on the ways modern systems and AI technologies are helping investment management firms efficiently manage investment research to drive better investment decision-making.
Content sponsored by:
Membership is Required to Access This Insight
Full access to all insights and their associated resources is reserved for Cutter members, with partial access granted for select content.
Member Login
Log in for full access.
Don’t have a login and your firm is a Cutter Research member? Create an account for full access.
Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.
Additional insights on
Portfolio Management & Trading
Feb 19, 2026
Understanding the RMS Landscape
Sponsored
Report
Choosing a research management system isn't as straightforward as it looks. This quick-reference guide cuts through the noise by comparing the major RMS options across primary focus, strengths, limitations, and ideal firm profile. Beyond the comparison table, the guide outlines seven key evaluation criteria - from governance and compliance to integration needs and flexibility - to help investment teams ask the right questions and identify the best fit for their research culture and technology strategy. Whether you're scaling a growing fund or reassessing your current stack, it's a practical starting point for a more informed RMS evaluation.
Nov 25, 2025
Consulting Perspectives: Total Portfolio Approach
Report
Many funds are evolving from traditional SAA/TAA frameworks toward a more dynamic total portfolio approach that emphasizes holistic risk and capital allocation. This popular presentation from Cutter Connect 2025 explores the foundational building blocks required to enable a total portfolio approach. It examines where leading firms are on their journey and the key challenges that remain to be solved.
Log in to update your preferences and see more content like this.