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LEARN: RESEARCH LIBRARY

Enjoy full access any time, from anywhere, to the complete library of CutterResearch reports. Our research into technology and operational issues is distinguished by always being thorough and unbiased, and because members direct the research topics, our content is always relevant.

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Recently Published Research

 

Behind the Login of Digital Portals for Wealth Clients

Jan 8, 2021

Research Report
112 pages

This research benchmarks the client portal experience of leading wealth managers and private banks worldwide.

The 2021 installment of our Behind the Login of Wealth Client Portals benchmarking series evaluates digital portals provided by twelve leading wealth managers and private banks globally. This research offers a quantitative evaluation of the features and functionality of each portal in comparison to the industry gold standard, provides a peer-to-peer comparison of top portals, and includes a detailed profile for each participant. The report also includes information on digital strategies, features, and functionalities particularly relevant for ultra-wealthy client groups, offers an overview of the latest industry trends relating to digital client portals, and provides ten concrete recommendations for how wealth managers can apply the findings to their firms.

Performance Measurement and Attribution – Key Insights

Dec 8, 2020

Key Insights
13 pages

This key insight presentation highlights the important findings from the full research report and included access to the replay of the member meeting presentation.

Cutter Research discusses PMA systems and the vendor landscape, as well as member PMA practices.

Performance Measurement and Attribution

Dec 7, 2020

Research Report
104 pages

This report on performance measurement and attribution (PMA) provides information about current PMA practices and challenges and the systems that support PMA.

This research includes insights into Cutter Research member practices and system usage, an overview of the vendor landscape, and detailed reviews of PMA systems offered by vendors including: BlackRock Aladdin Accounting and Performance, Bloomberg PORT Enterprise, BNY Mellon Data and Analytics Solutions Eagle Performance, Confluence Revolution (acquired from StatPro), FactSet Performance Solution, Opturo Virtual Investment Analytics (VIA), Ortec Finance PEARL, SS&C Technologies Sylan, and State Street CRIMS Portfolio Analysis. Summary information about the following vendors’ products is also included: CloudAttribution and SS&C Advent APX.

The Impact of COVID-19 on Student Housing

Aug 10, 2020

Whitepaper
8 pages

In the US, the start of the fall semester is upon us at many colleges and universities, but many questions remain. This paper explores institutional investment in student housing and how the real estate sector could be impacted by the coronavirus pandemic.

More institutional capital has been allocated to the student housing sector in recent years, and this sector has shown real promise with some sizeable deals in the past few years. This paper explores some of the challenges that the student housing sector may face as a result of the coronavirus pandemic, and it uses newly released data from Yardi Matrix to illustrate how some schools that rely on international and out-of-state enrollment could be in trouble if we do not see a return to pre-COVID-19 enrollment levels.

Lights, Camera, Action: Performance Measurement and Attribution 2020

Aug 10, 2020

Whitepaper
8 pages

This report highlights the Performance Measurement and Attribution (PMA) research currently underway for publication later this year. We introduce how the PMA vendor landscape has changed and what makes PMA challenging.

There will be more content coming later this year with member practices and assessments of PMA systems, but for now, like a good movie trailer, we hope these early findings has you wanting more. Get your popcorn ready, and stay tuned for the full PMA research report later this year.

Data Science and Analytics for the Front Office

Jun 17, 2020

Research Report
77 pages

This research explores how investment management firms are using data analytics technologies to inform and streamline investment processes. It covers how firms can best organize to support data analytics, the role IT and data management play, and the skill sets and tools that can help.

We include an overview of the technologies that are in use and available that support data science and analytics, including overviews of solutions from the following vendors: 1010data, Alteryx, AnswerRocket, Amazon SageMaker, Azure Synapse Analytics, Bloomberg BQuant, Databricks, Dataiku, Datameer, DataRobot, Denodo, FactSet, Google Cloud Platform, Jupyter, KNIME, MemSQL, MLflow, Power BI, Qlik, RapidMiner, Refinitiv, S&P Global Market Intelligence, SAS, Snowflake, Tableau Software, and Zepl.

2020 Trends – Part One: Transformative Times in Asset Management

Jan 6, 2020

Whitepaper
10 pages

CutterResearch presents part one of a four-part series on asset management trends that provides an overview of key areas of focus during these transformative times in asset management.

In an environment of shrinking revenue due to lower fees and increased costs, shifting client preferences, regulations and consolidation, and advancing technology, successful asset managers will be the ones that can transform. How? By innovating to create growth opportunities, differentiating to retain clients, and maximizing efficiency by leveraging data, services, and technology.

Behavioral Analysis in Investment Management

Oct 28, 2019

Whitepaper
11 pages

The purpose of behavioral analysis in investment management is to examine active investment management decisions and create a plan to improve behaviors detrimental to alpha generation. This whitepaper offers an introduction into the pressures investment managers are under that are driving them to use behavioral analysis, common types of behaviors that jeopardize alpha, and a summary of providers of behavioral analysis software and services.

Behavioral analysis service providers highlighted include: Alpha Theory, Cabot Investment Technology, Essentia Analytics, and Inalytics.

Governance, Risk, and Compliance (GRC)

Oct 25, 2019

Research Report
75 pages

This report contains the results of Cutter Associates research on governance, risk, and compliance (GRC) for investment management. It includes information on industry issues and trends, challenges and best practices, and GRC systems.

The research focuses on how investment management firms are designing effective and efficient GRC approaches that align people, processes, and technology with a firm’s risk appetite, internal policies, and external regulations. It also explores the vendor landscape and provides an overview of some GRC vendors and their system capabilities.

We summarize the GRC capabilities of the following vendors and products: 360factors: Predict360, CAMMS Group: cammsrisk, CURA, Dell Technologies: RSA Archer GRC , Ethidex: Compliance Office, Galvanize: HighBond, IBM: OpenPages with Watson, LinkResQ Ltd: CalQRisk, LogicGate, LogicManager, MetricStream: M7, NAVEX: Lockpath Keylight, Onspring Technologies, ProcessUnity, Protecht Group: Protecht.ERM, Refinitiv: Risk Management, Resolver: ResolverCore, SAI Global, SAP: SAP GRC, Wolters Kluwer, and Xactium.

 

Alternative Investments

Oct 25, 2019

Research Report
143 pages

This report on alternative investments provides information about solutions that can be used at various stages of the investment lifecycle, including systems that support contact management, due diligence, deal pipeline management, document management, portfolio construction, portfolio monitoring and analysis, and operational support.

This research includes an overview of the vendor landscape, insight into CutterResearch member system usage and practices, and detailed reviews of systems with varying functionality to support direct and indirect investments in infrastructure, private equity, and real estate. This report features reviews of Backstop Solutions, BlackRock (eFront), Burgiss, Dynamo Software, FIS, Mercatus, SimCorp, and Yardi.

ESG Investing

Oct 25, 2019

Research Report
99 pages

This research investigates environmental, social, and governance (ESG) investing, the state of the market, and challenges experienced by asset owners and asset managers. It profiles third-party products that offer ESG data, ratings, evaluation, and services.

The research looks at the different forms of ESG investing, and practices of CutterResearch member firms, the industry bodies involved, and drivers behind the recent growth We profile different types of service providers offering ESG data, ESG ratings, specialist portfolio evaluation, and proxy voting advice.

We provide descriptions of the following providers of ESG data and services: Arabesque S-Ray, Beyond Ratings, Bloomberg, Carbon Delta, Ceres, Climetrics, CSSP: yourSRI, FactSet, Four Twenty Seven, FTSE Russell, Glass Lewis, ISS, Morningstar, MSCI ESG Research, Refinitiv, RepRisk, RIMES, S&P Global Markets Intelligence Trucost, State Street ESGX, Sustainalytics, Truvalue Labs, Verisk Maplecroft, Vigeo Eiris.

 

Predictive Analytics for Operations

Oct 9, 2019

Whitepaper
7 pages

Investment management firms use predictive analytics to optimize processes and to identify early warnings of process anomalies. Predictive analytics use historical data to predict future outcomes based on current data, and use machine learning to create models that help identify patterns and behaviors that predict risky situations. This research explores how Operations teams can leverage predictive analytics and models to provide much earlier warnings to predict and prevent operational loss, and presents some options on how to get started.

Sustainable Investment in an Era of Sharpening Focus

Sep 24, 2019

Whitepaper
12 pages

Steady growth in investors’ interest in environmental, social, and governance (ESG ) issues means additional considerations in the investment process, demands for more and better information, and pleas for standards. This paper explores aspects of ESG investing, including industry initiatives, changing regulations, the focus on climate change, and debates on investment performance.

Finding Alternatives: A Look at Exotic Investments and Other Untapped Opportunities

Sep 10, 2019

Whitepaper
7 pages

Allocations to alternative assets continue to grow, with a recent Preqin report estimating that alternative investments will reach USD 14 trillion worldwide by 2023. These assets often deliver higher returns compared to public assets and they can help to manage downside risk, but as more investors increase their allocations to private equity and real estate, other firms are looking to new areas to invest. In this paper, Cutter Associates discusses two types of investments: infrastructure, including Public-Private Partnerships (P3) investment in the United States, and music royalty rights.

Exploring Cryptocurrency Investments

Jul 15, 2019

Whitepaper
16 pages

In this paper, Cutter Associates explains the background, characteristics, and types of cryptocurrencies, as well as some of the reasons institutional investors are interested in and skeptical about investing in them.