November 16, 2017

In October and November, more than 200 technology and operations professionals from the investment management world attended CutterResearch events. Held in New York, London and Boston, the events allowed CutterResearch members to hear Cutter's latest research on reconciliation solutions, pitch book and client presentation systems, and automating business processes. In London, attendees also learned how to comply with the new GDPR rule coming into to effect in 2018 from Jocelyn Paulley (Gowling WLG) and James Tedman (ACA Aponix).

“Since our member firms select the topics they want us to research, the meetings typically attract a broad range of attendees. But at these meetings, there was a consistent focus on automation”, said Mary Storrs, Director of CutterResearch. “Automating business processes is critical as firms continue to feel cost pressures. They continue to look for efficiencies and ways to eliminate manual processes, so our presentations on automation technologies as well as the tools that can be used in the reconciliation process were on point.”

In addition to the CutterResearch attendees, 22 industry vendors exhibited at the events and had opportunities to highlight their latest products and connect with CutterResearch members. As one attendee noted, “These meetings are a great opportunity to learn about what peers are doing, what vendors are offering, and network with people we would not otherwise have the opportunity to meet.”

The next round of CutterResearch in-person events will be held in May and June of 2018 in New York, London, Sydney, and Los Angeles.

About Cutter Associates, LLC

Cutter Associates, LLC serves the operational and technology needs of the global asset management industry, providing clients the tools and services they need to be successful. By leveraging multi-faceted expertise and an unrivaled knowledgebase, Cutter Associates provides clients truly independent research, exclusive member-only events, custom operations benchmarking, and a global consultancy for strategic advice on and delivery of operational and technology excellence. Cutter Associates works with the world’s leading asset managers, providers and servicers. Headquartered in Hingham, MA, Cutter Associates has subsidiaries in Canada and the UK, and is on the web at

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.