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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 data management 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.

 

To participate in this survey, please fill out the form below.

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