This Cutter Benchmarking study on Performance Measurement and Attribution (PMA) Practices focuses on the systems, processes, and organization required to accurately measure performance and effectively publish results for internal and external consumers. The resulting report will tell you everything you need to know about your firm’s PMA capabilities and effectiveness. It will also provide insights into trends recorded since our last survey on this topic in 2022.
The survey will cover the following categories:
Organization
Your focus on process and the structure and support in place for Performance Measurement and Attribution.
Functional Capabilities
The rigor with which Performance Measurement and Attribution calculations are produced and validated, the frequency and timing of results, and GIPS Compliance (where applicable).
Reporting
Your capabilities for producing effective performance reports for internal and external consumers.
Data Management
Your processes for managing performance and benchmark data including sourcing, validation, and storage.
Technology
Your tools and systems architecture supporting performance calculations, reporting, and workflow processing.
Request access to the survey now by completing the form at the bottom of this page.
Upon completion of the survey, all participants will receive a flash report that compares your firm’s practices for managing vendors and service providers 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 Cutter research member? Contact us at connect@cutterassociates.com.
Please contact Dasha Weidus at dweidus@cutterassociates.com.