Email Us
US: +1 339 469 0600
EMEA: +44 (0) 20 3006 6490

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.

Learn More
Client Facing

Client Facing

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

Learn More
Data Management

Data Management

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

Learn More
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.

Learn More
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.

Learn More
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.

 

Learn More

MEMBER RESOURCES

The Next Reality? How the Next Decade Might Accelerate the Adoption of Immersive Technology
Apr 15, 2021

As we enter a new decade, we may be witnessing the beginnings of another wave of dramatic changes across our industry. Immersive technologies (augmented, mixed, and virtual reality) may change what’s possible in terms of how we work — specifically, how we interact with data, clients, and each other.

Learn More

The Next Reality? How the Next Decade Might Accelerate the Adoption of Immersive Technology
Apr 15, 2021

As we enter a new decade, we may be witnessing the beginnings of another wave of dramatic changes across our industry. Immersive technologies (augmented, mixed, and virtual reality) may change what’s possible in terms of how we work — specifically, how we interact with data, clients, and each other.

Learn More

Cryptocurrency for Asset Managers: Are You In?
Feb 26, 2021

In the past few years, cryptocurrency has attracted a lot of media attention with record returns, but many investment managers remain on the sidelines. The nascent cryptocurrency market continues to evolve, and there are a number of key issues that are preventing more widespread adoption.

Learn More

Risky Business - The Importance of Investment Risk Management
Feb 25, 2021

This report on investment risk management offers a preview of some of the focus areas that we will discuss in our upcoming research report, and it provides information about some of the key issues and challenges that the risk team may face.

Learn More

Performance Measurement and Attribution Executive Summary & Replay
Dec 8, 2020

This executive summary provides an overview of the Performance Measurement and Attribution research report, and includes a link to the replay of the presentation at the member meeting.

Learn More

Performance Measurement and Attribution – Key Insights
Dec 8, 2020

This key insight presentation highlights the important findings from the full research report and included access to the replay of the member meeting presentation.

Learn More