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Strategy

through cutting-edge consulting

A TRUE PARTNER

Our seasoned consultants partner with you to deliver streamlined operating models that provide increased productivity and performance. We’ve engaged with the world’s leading investment managers, insurance companies, public funds, and endowments—working on everything from small scale projects to complex, multi-year engagements.

Whether your firm is considering a new system or extending the capabilities of existing infrastructure, our consultants will work with you to realize the right solution, efficiently and cost effectively.

“We view our engagements as a long-term relationship, not a transaction. Our sole focus is helping our clients find the most practical solution, to save them time and money.”

John Clark, President — CutterConsulting

 

UNRIVALED EXPERIENCE

Our team has successfully completed more than 700 projects for some of the world’s leading investment managers, whether evaluating, selecting, and implementing systems, or developing operational strategies that bring about transformation efficiently, and with minimal risk.

Our research, benchmarking, and consulting practices demand that we constantly evaluate trends, thinking, and solutions in the industry. We integrate what we learn in each practice and apply the combined intelligence to meet each client’s unique requirements. Through proven methodologies, knowledge transfer, and rigorous testing, our consultants will identify critical paths and warn of risks early on, enabling you to build a measurable and sustainable framework offering increased productivity and performance, and ultimately, peace of mind.

Operational Strategies

Strategy Development and Operations Reviews

Formulate strategies for global operating models, architecture, data management, risk management and systems for the front, middle, and back office.

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Client Facing

Client Facing

Enhance the client experience by differentiating your sales and client servicing strategies and creating scalable, efficient processes.

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Data Management

Data Management

Improve your organization’s data infrastructure and governance to maximize the quality and value of your data.

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Systems Search & Selection

Systems Search & Selection

Evaluate and select optimal investment systems solutions from a variety of options; from enterprise level and front to back office.

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Vendor Services

Vendor Services

Get involved. In addition to our investment management clients, we build long-lasting relationships with the vendor community by understanding your products and services, and providing you with insight into the latest industry trends and challenges.  Find out how you can work with us.

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Public and Government Funds

By leveraging the expertise from our other practices - Operations and Technology Research, Operations Benchmarking, Operational Strategies, Data Management, Systems Search and Selection, Implementation, Project Management -  you can gain access to experts and insights from across a full spectrum of specialities. Our team has worked with numerous public, government, and sovereign wealth funds to advise them on their systems infrastructure.

 

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MEMBER RESOURCES

Rethinking Research Management
Jun 17, 2020

This report on investment research management provides information about asset managers and asset owners current investment research practices and challenges and the systems that support investment research management by creating, organizing, searching, and sharing research content.

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Alternative Investments: An Update to the 2019 Report
Jun 17, 2020

This report on alternative investments provides information about solutions that can be used at various stages of the investment lifecycle, including support for due diligence, deal pipeline management, portfolio construction, portfolio monitoring and analysis, and operational support. This is an update to the 2019 report.

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Governance, Risk, and Compliance (GRC)
Oct 25, 2019

This report contains the results of Cutter Associates research on governance, risk, and compliance (GRC) for investment management. It includes information on industry issues and trends, challenges and best practices, and GRC systems.

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ESG Investing
Oct 25, 2019

This research investigates environmental, social, and governance (ESG) investing, the state of the market, and challenges experienced by asset owners and asset managers. It profiles third-party products that offer ESG data, ratings, evaluation, and services.

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Technology Innovation Pays Off
Jan 10, 2019

It’s fascinating to learn about innovative technology and the new capabilities it can provide. New technology is cool. But for investment managers, new technology can also cause anxiety because it represents a risk of falling behind competitors who can adopt it more quickly or more effectively.

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Integration Matters
Nov 26, 2018

Investment management firms operate multiple systems to support their front, middle, and back offices. We know from our recent studies that very few CutterResearch member firms use all-in-one, front-to-back solutions exclusively.

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