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 Cutter Benchmarking 2026 Private Markets

Report Cutter Benchmarking 2026 Private Markets

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Added on Jun 22, 2026

The results of participating Benchmarking firms' private markets practices against Cutter Associates Capability Model and their peers.

Article Consulting Perspectives: The Future of Trading

Article Consulting Perspectives: The Future of Trading

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Added on Jun 29, 2026

Cutter Associates is both a research consortium and global consultancy. Because of this, we can leverage our internal expertise at Cutter Consulting alongside our Cutter Research member perspectives to provide in-depth insights. Our consultants are specialists with deep industry knowledge and experience solving the most complex problems.

For this Cutter Consulting Perspective, we caught up with Jay Doherty, Principal, Front Office Consulting, to discuss the future of trading.

Report Incremental Approaches to AI: How Buy-Side Firms Can Ensure Boom, Not Bust

Report Incremental Approaches to AI: How Buy-Side Firms Can Ensure Boom, Not Bust

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Added on Jun 25, 2026

AI activity is high among buy-side firms, but many struggle to move past disconnected pilot programs. An incremental approach to AI can deliver organization-wide impact without incurring excessive costs or governance risks.

"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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15 Replies

Generative AI, Chat GPT Industry Impact

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15 Replies

Terminal Usage

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21 Replies

ESG Data

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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.