Business transformation for the investment management industry

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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 Trends in AI Usage in Investment Management

Report Trends in AI Usage in Investment Management

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Added on Aug 3, 2026

This report analyzes investment management firms' responses to the 2026 AI Usage member survey covering AI adoption, governance, investment, and enablement practices.

Report Investment Data Platforms

Report Investment Data Platforms

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Added on Jul 9, 2026

As today's investment management firms face increasing pressure to deliver analytics and AI-ready data to meet modern business needs, they often find that their legacy data platforms struggle to manage data effectively.

Report Outsourced Trading: Execution at Scale

Report Outsourced Trading: Execution at Scale

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Added on Jul 1, 2026

For years, outsourced trading sat on the sidelines of firms' buy side operating models, viewed as a stopgap for small or emerging managers without the scale to run an in house desk. That perception has shifted, and cost is no longer the sole driver.

"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...

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

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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.