Cutter Consulting
Client demands, market dynamics, and regulations are constantly shifting. Technology is advancing rapidly. Cutter can help you innovate toward growth, differentiate to retain clients, and wield technology and data to stay ahead of the competition.
Cutter has a deep bench of subject matter experts with experience in the investment management industry. From operational strategy engagements to program management to business analysis, Cutter provides the right expertise for organizations to achieve successful outcomes.”
– Ambika D'Souza, Vice President, Investment Performance Analytics, T. Rowe Price
- Cutter consultants come from the industry, so they have the perspective necessary to address your unique needs and meet the expectations of institutional investors.
- We create strategic advantages by helping you achieve new operating models that add agility and efficiency to your technology and data systems.
- With in-depth product and domain knowledge, we support systems and service implementations to better enable your business.
- Intense competition, fee compression, diminished net new inflows, market uncertainty, and higher investor expectations are putting pressure on retail funds. We combat the headwinds.
- Our consultants come from the industry. We have a deep understanding of the issues you face, the products you offer, and the audiences you’re selling to.
- Whether you need to improve your marketing and distribution, strengthen data management, or make outsourcing decisions, we have the experience and insights to help you grow your market share.
We understand your business and the challenges you face ─ whether supporting diverse investments, selecting external managers, or addressing accounting and reporting inefficiencies. And we have the experience needed to deliver on solutions.
I am glad that we took the step to hire Cutter to work with us on our project. I only wish we would have done it sooner.
Jim Elkins, Director of Investments, Private Markets at State of Michigan
- Our consultants come from the industry and understand the liability, risk, and regulatory challenges you face in managing a general fund.
- Insurance-based accounting poses special challenges for investment accounting systems. Our extensive vendor knowledge and our experience in insurance-based, multi-basis accounting ensure that we can best meet your needs.
- We're experienced in supporting insurance investments, from portfolio construction and derivative platforms to alternative investment tools and risk and liability platforms.
- Cutter consultants have unmatched experience in navigating the complex operational challenges, external pressures, and scrutiny that public funds face.
- Organization all over the world trust us. We have advised public funds in the US, Canada, Europe, Australia, and New Zealand on investment systems, operating models, and governance frameworks across all functions ─ from asset allocation and portfolio management through middle and back offices and fund management.
- When you join Cutter Research, you also gain access to our exclusive Public Funds Forum, where you’ll have opportunities to meet regularly with your peers to exchange insights and lessons learned.
- You’re in good company when you partner with us. Cutter has helped some of the world’s leading superannuation funds.
- Looking to bring components of your asset management in-house as you grow? Our team is experienced in front, middle, and back office challenges and solutions.
- With the existing pressure on mergers, our team can help to rationalize your systems, teams, and data.
The wealth management industry is changing dramatically. Regulations, fintech innovation, and increasing demands for low-cost investment strategies, greater transparency, faster data access, and more intuitive digital experiences are applying pressure. We can ensure your technology and operational needs are met to keep pace throughout the client-advisor lifecycle.
- Cutter partners with you to advance your growth strategy, increase efficiencies, and automate operations ─ all with the client-centric experience in mind.
- Armed with our proprietary research in market trends, innovations, and best practices, our consultants provide you guidance that saves time, reduces risk, lowers costs, and helps you stay current.
- Cutter's consultants, analysts, wealth management clients, and research members form a powerful network for sharing knowledge on systems, practices, and solutions.
"I find Cutter consistently has its finger on the pulse of the asset management industry. When I want to know what is really going on, I ask my Cutter rep."
CJ Jaskoll, Head of Investment Technology, Neuberger Berman
Portfolio Management & Trading
Supporting the front office requires keeping pace with trends and best practices in research, portfolio construction and order management systems, data analytics, and more. We can help.
Operations & Accounting
In an ever-changing investment management landscape, you need adaptable operations. We guide you through the difficult decisions to implement an optimal architecture and leading processes.
Alternative Investments
Diverse and complex investments can lead to investment and operational risks, and data management and processing challenges. We address your pain points.
Enterprise Data
Good data architecture and analytics are important, but effective data governance and stewardship are critical. We improve and future-proof your data strategy.
Marketing & Distribution
Top-tier client service is a key differentiator in the race to gain and retain clients. Partner with us to enhance your client experiences throughout the lifecycle.
Outsourcing
The decision to outsource is not easy. It requires an honest assessment of your firm’s culture and readiness, as well as costs, benefits, and risks. We find your best match.