through cutting-edge consulting
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
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.
Formulate strategies for global operating models, architecture, data management, risk management and systems for the front, middle, and back office.Learn More
Enhance the client experience by differentiating your sales and client servicing strategies and creating scalable, efficient processes.Learn More
Improve your organization’s data infrastructure and governance to maximize the quality and value of your data.Learn More
Evaluate and select optimal investment systems solutions from a variety of options; from enterprise level and front to back office.Learn More
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.Learn More
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.
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.
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.
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.
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.
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.
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.
CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").