Rockland, MA – November 21, 2022 – Cutter Associates’ member meeting, Cutter Connect 2022, attracted technology, operations, and client experience professionals from 80 leading investment management firms, insurance companies, public funds, and superfunds. Attendees gathered in Fort Lauderdale, Florida and Sydney, Australia to hear new research presented and network with fellow members and industry peers.

Session topics and tracks included modernizing operating models, data architecture and storage, managed data services, supporting alternative assets, managing transformational change, ESG, the investment manager of the future, the modern digital client experience, building a better portal, trends in reference data, and execution management. Guest speakers from Bloomberg, BNY Mellon, SS&C Advent, FINBOURNE, Golden Source, Indus Valley Partners, Kurtosys, Northern Trust, SimCorp, SIX, Smart Communications, Sterling Capital Management joined Cutter research analysts and consultants on stage in Florida, and AMP Investments, Aware Super, and Funds SA joined in Sydney.

“It was great to see so many members in attendance and eager to reconnect in person,” said Gina McCafferty, Head of Research at Cutter Associates. “After two years of virtual events, our members were excited to be able to come together for networking and idea exchanging for a full day in Sydney and three days in Fort Lauderdale. The response was overwhelmingly positive.”

The Fort Lauderdale meeting offered additional closed-door roundtable sessions for CTOs, CCOs, and Client Reporting leaders, allowing for a niche information exchange among same-level peers.

“The heavy attendance and active participation are a testament to the value of Cutter’s research and global network,” added John Clark, CEO of Cutter Associates. “Our research members continue to rely on the insights of our analysts, consultants, and their fellow members to help them execute their transformations and avoid common pitfalls.”

Cutter’s research agenda and meeting dates for 2023 will be announced in the coming months. Research topics are selected by member surveys and feedback.

About Cutter Associates

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

For more information or to get in touch with a Cutter Associates representative in your region, contact us at [email protected].

Media Contact:

Jennifer Murray

Cutter Associates

[email protected]

(781) 223-5251

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