ROCKLAND, Mass. – July 6, 2021 – Cutter Associates’ Advance Together member meetings brought together a record number of professionals from more than 140 investment management firms around the world, including leading asset managers, wealth managers, and asset owners.

The virtual event series shared the latest research and trends impacting investment management operations and client services with Cutter’s membership base, which comprises more than 6,000 executives and professionals.

The meetings drew CTOs, CIOs, COOs, Data Officers, Investment Operations and Technology managers, Portfolio Managers, and Client Service professionals to network and hear from Cutter research analysts, industry vendors, guest panelists, and featured keynote speaker and chess grandmaster Maurice Ashley, who challenged attendees to think with a different point of view. AI Innovation, Vendor Management, Risk Management, and Data Storage were among the most highly attended sessions. For wealth managers, the UHNW Benchmarking presentation was the top rated.

“In our more than twenty-year history of delivering member meetings, this event series featured our most jam-packed agenda yet, with two days of tracks for both asset and wealth managers, and more vendor exhibitors and executive interviews than ever before,” said Gina McCafferty, Head of Research at Cutter Associates. “Our members value the meeting experience and exclusive networking opportunities that their research membership provides. They want to know what their peers are doing, discuss current best practices, and hear predictions for the industry.”

“We’re proud to consistently deliver such a high-end, exclusive meeting experience to our members,” added John Clark, CEO of Cutter Associates. “What sets Cutter apart is the deep industry expertise offered by both our research and consulting teams, and the benefit of in-depth insights from our analysts, combined with hands-on experience of our consultants around the world.”

Cutter plans to gather in person later in the year for the next round of member meetings, while continuing to keep an interactive, virtual event component, which has proved to be well received. Research presented at the Advance Together member meetings is available at

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.


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