Rockland, MA – January 31, 2022 – Cutter Associates, a leading global provider of research and consulting services for the investment management industry, announces its 2022 research agenda. Topics were selected based on voting by the firm’s global membership of nearly 200 leading asset managers, wealth managers, insurance companies, and public funds.

“Members play an integral role in shaping our annual research agenda,” said Gina McCafferty, Head of Research at Cutter. “Their input helps us focus on the most pressing industry topics, and their active engagement in surveys and analyst interviews allows us to provide in-depth analysis, coupled with insightful predictions, that helps inform their decision-making.”

This year’s research will center on four core themes for asset management and wealth management: Strategic Drivers, Modern Client Experience and Digital Experience, Organizational Excellence and Firm Management, and Tools of the Trade. The research will be shared via in-depth reports, as well as meeting presentations and on-demand videos. Members also have the opportunity to hear from their peers on exclusive webcasts and network via an active online community.

“There is a true collaboration between our research team and our members,” said Cutter CEO John Clark. “And that partnership is further enhanced by Cutter consultants who offer hands-on knowledge about the issues and challenges they are addressing with our clients around the world.”

Cutter’s research provides independent vendor assessments, competitor intelligence, and insights on evolving and emerging industry trends. Topics on this year’s agenda include ESG, client reporting, market data administration, outsourcing, alternative investments, cryptocurrencies, client portals and mobile apps, the changing advisory model, and more.

You can access the 2022 research agenda here. For more information, or to get in touch with a Cutter Associates representative in your region, contact us at [email protected].

About Cutter Associates

Cutter Associates, LLC serves the operational and technology needs of the global asset and wealth management industry, providing clients the tools and services they need to be successful. With an unrivaled knowledge base, Cutter provides clients independent research, exclusive member-only events, custom operations benchmarking, and a global consultancy focused on operational and technology excellence. Headquartered in Rockland, MA, and owned by NRI Group, in Tokyo, Japan, Cutter has subsidiaries in Canada and the United Kingdom, and offices in London and Sydney, Australia. For more information, visit us at Connect with us on Twitter and LinkedIn.


Media contact:

Jennifer Murray

[email protected]

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