2023 Data Management Benchmarking Survey

As the volume of data used in asset management has grown exponentially, so has the need to effectively manage, store, and distribute it. This Cutter Benchmarking survey will reveal how your data management practices measure up against our Capability Model and other participating firms.

By comparing the results to similar surveys we conducted over the last eight years, we will be able to analyze trends over time. We have enhanced this survey to reflect current industry best practices and available system functionality.

The survey will cover:

Data Governance

Data management roles and responsibilities, as well as the level of sponsorship, adoption, and enforcement of your data governance.

Data Architecture

Data management applications and stores, as well as data integration between your business applications.

DataOps and Stewardship

Data management approach to your data quality management and data oversight.

Data Analytics and Delivery

The resources and tools your firm uses to enable and control access to data for data consumers.

Data Domains

How your firm sources and ensures quality data by domain (Security Master, Account/Portfolio, Trade, Accounting, Performance and Analytics, ESG, Client, and Product Structure/Investment Options).


Find out where you stand. Request access to the survey now by completing the form at the bottom of this page.

What will you receive as a result of your participation?

Upon completion of the survey, all participants will receive a flash report that compares your firm’s data management practices to Cutter’s capability model.

There is no charge to complete the survey and receive your flash report.

Cutter members 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 the full report. Want to learn more about becoming a member? Contact us at


Please contact Beth LaGambina at