Rockland, MA September 22, 2021 – Cutter Associates, a leading provider of research and consulting services to the investment management industry, today announced the launch of a new Client Reporting Assessment service. The service measures the format and content of client reports against industry and best-in-class standards and provides results and recommendations for improvement.

“We hear it all the time, investment management firms want to know how they compare to their peers,” says Cindy Sealey, Consulting Principal and Leader of the Client Facing Practice at Cutter Associates. “We knew we had the years of insight and experience needed to be able to provide an independent analysis and clarity to help our clients improve their client experience.”

Despite changing investor expectations and the increasing need to become more client-centric, only 22% of investment management firms have a schedule for reviewing and updating their client reporting templates, according to Cutter’s 2020 Client Reporting Benchmarking Survey.

“The key to protecting your client experience investment is regular maintenance,” stated Arnie Wachs, Head of Consulting at Cutter Associates. “You need to know your clients, anticipate their needs, and deliver what they want – when and how they want it in order to stay ahead of the competition.”

To learn more about the Client Reporting Assessment services, click here.

For more information or to get in touch with a Cutter 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, Massachusetts, and owned by NRI Group of Tokyo, Cutter has subsidiaries in Canada and the United Kingdom, and offices in London and Sydney, Australia. For more information, visit us at and connect with us on Twitter and LinkedIn.


Media Contact:

Jennifer Murray

[email protected]

(781) 223-5251

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