Rockland, MA – November 16, 2023 – Cutter Associates, a leading provider of research and consultancy services for asset managers, asset owners, public funds, and other investment companies around the world, recently concluded its Cutter Connect 2023 research member meeting series with events held in Sydney, London, and San Diego.

Cutter serves a global base of research members made up of operations, technology, and other professionals from the investment management industry. Members come together in-person annually to hear the latest research from Cutter analysts, network with peers, and discuss top-of-mind industry challenges. This year’s events included sessions on data analytics, derivatives and collateral management, firm culture in a hybrid world, alternative investments, research management systems, ESG practices, and more. In Sydney and San Diego, public funds professionals and CTOs attended exclusive roundtables to discuss their unique issues.

“We’ve held member meetings for over 20 years and each year brings renewed interest and energy from our members who are eager to connect with their counterparts and keep pace with an ever-changing industry,” said Gina McCafferty, Principal and Head of Cutter Research. “The research topics we present and discuss are informed by annual member voting that’s open to approximately 200 firms.”

Topics of interest vary somewhat in each geography, depending on the size and maturity of the market. There is a strong interest in ESG practices in APAC and EMEA right now. Data and data analytics is a pressing issue around the world as firms struggle with organizational structure, data architecture, and the various systems and tools to support them.

“I’m immensely proud of our research team that continuously offers in-depth and cutting-edge information that is critical in helping our members most effectively execute their strategies,” said Cindy Castellano, CEO of Cutter Associates. “And our consulting team plays an integral role in sharing hands-on experiences based on what they’ve seen in the field when working directly with clients around the world. This dual approach sets us apart from other firms.”

Member voting is now underway for preferred 2024 research topics, and Cutter’s 2024 research agenda, including research reports, benchmarking surveys, whitepapers, and events, will be available later this year. Next year’s member meeting dates and locations soon.

About Cutter Associates

Cutter Associates LLC serves the operational, technology, and client experience needs of the global asset and wealth management industry, providing companies with the tools and services they need to be successful. With deep industry and domain experience and expertise, Cutter Associates provides independent research, exclusive members-only events, process benchmarking, a global consultancy, and a vast peer network. Headquartered in Rockland, Massachusetts, and owned by Tokyo-based NRI Group, Cutter Associates has subsidiaries in Canada and the United Kingdom and offices in London and Sydney. For more information, visit us at and connect with us on LinkedIn and X.

About NRI

Founded in 1965, NRI is a leading global provider of consulting services and system solutions, including management consulting, system integration, and IT management and solutions for the financial, manufacturing, retail, and service industries. Clients from all layers of these individual industries partner with NRI to tap NRI’s research expertise and innovative solutions across the organization to expand businesses, design corporate structures, and create new business strategies. NRI has over 16,000 employees in more than 100 offices globally, including New York, London, Tokyo, Hong Kong, Singapore, and Australia. NRI reports annual sales above $4.9 billion. NRI is rated “A” by S&P Global Ratings Japan. For more information, visit

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