2022 Research Agenda

2022 Research Agenda

We have a robust schedule of research reports, whitepapers, CutterCasts, and benchmarking surveys for Cutter members this year. The following 2022 agendas feature offerings for both asset management and wealth management firms.

Cutter members can register for events and download research reports as they become available on the Cutter website.

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Strategic Drivers

STRATEGIC DRIVERS

Asset Management Trends: 2022 and Beyond (Q1)

ESG Benchmarking Survey & Report (Q4)

Modern Client Experience

MODERN CLIENT EXPERIENCE

Client Reporting Benchmarking Survey & Report (Q2)

The Future of Client Reporting (Q4)

Organizational Excellence

ORGANIZATIONAL EXCELLENCE

Market Data Administration Benchmarking Survey & Report (Q3)

Managed Data Services (Q2)

Outsourcing Series (Q1-Q4)

Compliance Benchmarking Survey & Report (Q1)

Tools of the Trade

TOOLS OF THE TRADE

Reference Data Management Solutions (Q4)

ESG Data in Private Markets (Q4)

Fixed Income Execution Management Systems (EMS) (Q3)

Compliance: Electronic Communication Surveillance (Q2)

Strategic Drivers

STRATEGIC DRIVERS

Wealth Management Investing Trends: Alternatives (Q1)

Wealth Management Investing Trends: Cryptocurrencies (Q2)

Wealth Management Trends: Direct Lending (Q3)

Digital Client E

DIGITAL CLIENT EXPERIENCE

Client Portal and Mobile Apps Benchmarking Report (Q2)

Strategies for the Digital Client Experience (Q4)

Firm Management

FIRM MANAGEMENT

The Changing Advisory Model: Using Alternative and Non-Traditional Advisory Channels (Q3)

The Other Onboarding: Challenges of Onboarding Advisors and Integrating Acquisitions (Q4)

Tools of the Trade

TOOLS OF THE TRADE

Financial Planning Across the Wealth Spectrum (Q2)

Client Reporting for Wealth Clients (Q4)

Account Aggregation (Q4)