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...

Infographic The Future of Trading: Infinite Possibilities

Infographic The Future of Trading: Infinite Possibilities

Added on Jun 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.

Report Front-to-Back Solutions: State Street Alpha

Report Front-to-Back Solutions: State Street Alpha

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Added on May 27, 2026

Investment managers are considering the breadth of functionality available on unified platforms (front-to-middle, middle-to-back, or front-to-back). This research examines State Street Alpha, one of the most commonly used unified platforms.

Article The Next Generation of Performance Measurement and Attribution (PMA) Solutions: Meeting the Demands of Private Markets Investments

Article The Next Generation of Performance Measurement and Attribution (PMA) Solutions: Meeting the Demands of Private Markets Investments

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Added on May 14, 2026

Allocations to private market investments have steadily increased in recent years, as institutional investors look beyond traditional investment vehicles to diversify their portfolios and generate higher returns. Yet day-to-day operations can pose a challenge for asset managers and asset owners investing in these more complex assets. Data for private investments is often unstructured and stale, with latencies of over three months a fairly typical occurrence for managers’ quarterly reports.

"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

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Generative AI, Chat GPT Industry Impact

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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.