Benchmarking
2020 Alternative Investments Survey
Alternative investments represent one of the fastest growing asset classes, expected to reach USD 14 trillion by 2023. While much progress has been made in recent years, supporting alternative investments continues to be significantly more challenging than supporting public equity/fixed income investments. Challenges include the prevalence of unstructured data, a lack of industry standards, frequency and latency of valuations and other data, and a lack of transparency into underlying investments.
This survey is designed to benchmark how effectively your organization is managing the complexities and challenges of supporting alternative investments by comparing your responses to our Capability Model. This survey is intended for general partners, direct investors, and limited partners, though not all questions are applicable to all categories of investors.
This survey will cover:
Front Office
The tools and methods used to support key front office functions such as Investment Decision Support, Manager/Deal Selection, and Investment Monitoring
Middle/Back Office
How middle office functions are organized and the tools and methods used to support them
Data Management
How your firm sources and manages data for alternative investments
Sales & Relationship Management
The tools and processes used to generate and distribute reports to support alternative investments
Reporting
How your firm sources and manages data for alternative investments
Technology
Your technological capabilties related to remote access, security, and business continuity
What will you receive as a result of your participation?
Upon completion of the survey, participants will receive a flash report that compares your firm’s practices to Cutter’s capability model. Members of Cutter Research that complete the survey will also receive a detailed, and personalized report on how your firm compares to other firms in each of the capability areas. Non-members will have the option to purchase a full report. There is no charge to complete the survey and receive your flash report.
Questions?
For any questions or any additional information, please contact Beth LaGambina at blagambina@cutterassociates.com.