Business transformation for the investment management industry

Cutter Research Membership

Join Cutter's global community of leading investment management firms and become part of our collaborative learning network. Gain full access to extensive research, exclusive member events, peer benchmarking, and member firm insights.

Current Happenings...

Report The Changing Role of IT

Report The Changing Role of IT

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Added on Oct 14, 2025

IT leaders are facing a variety of pressures in the current business landscape, and these pressures are causing IT to revisit and readjust their role(s) in the organization.

Report Cutter Benchmarking 2025 Market Data Spend and Administration

Report Cutter Benchmarking 2025 Market Data Spend and Administration

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Added on Sep 26, 2025

The results of participating Benchmarking firms' performance measurement and attribution practices against Cutter Associates Capability Model, and their peers.

Event Charleston, SC Cutter Connect 2025

Event Charleston, SC Cutter Connect 2025

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Oct 27, 2025

We are excited to gather members, analysts, consultants, and service providers in person for a full day of learning, networking, and reconnecting.

"Cutter has been an outstanding business partner in defining and implementing our investment business transformation strategy".

Vince Pasqualicchio, Investments Chief Operations and Technology Officer, America Family Insurance

“Cutter’s approach to partnership consulting has enhanced our firm’s ability to re-engineer the way we approach operational strategy.”

Joe Carroll, Chief Development Officer, Public Trust Advisors

“The Cutter Community forum is filled with great individuals with diverse perspectives, and we could use that wealth of knowledge!"

Jesse Nolan, Director, Collateral Management & Servicing, PGIM Fixed Income

"Cutter provided exceptional value to our investment team. When we need project support in the future, Cutter will be our first call."

Progressive Investment Management

Who We Help

Asset Managers

Applying leading technology and operations research and consulting, we guide institutional and retail asset managers towards their business goals.

Asset Owners

Collaborating with insurance companies, pension funds, and superannuation funds, we navigate and solve unique operational challenges and pressures.

Wealth Managers

Pushing the client-advisor lifecycle forward with a future-oriented approach, we create innovative digital experiences.

Recent Discussions...

SEC FAQ on the Marketing Rule

Compliance
34 Replies

Data Cataloguing tool implementation, benefit realization

Data
15 Replies

Generative AI, Chat GPT Industry Impact

AI
15 Replies

Terminal Usage

Data
21 Replies

ESG Data

Data
15 Replies

Join the conversation and a global community

A network of over 7,000 professionals and 200 leading investment management firms, the Cutter Community is central to our member experience. Share and gain insights from around the globe, identify winning peer strategies, and find solutions together.

Upcoming Cutter Events

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Cutter members are invited to join exclusive online and in-person events, as well as affinity group meetings throughout the year. Network with industry peers, learn from research analysts and operation consultants, hear perspectives from guest speakers, and gain insights into current technology and operations solutions.

Cutter Associates has successfully completed more than 700 projects and produced over 450 research reports for leaders in the investment management industry.

Start your business transformation with us today.