Investment managers faced with growing expectations from clients and consultants for increased data requirements, more timely data, and more customized formats are seeking to optimize their client reporting practices and technology. This survey is designed to benchmark how effectively your organization is managing the complexities of institutional separate account client reporting and information delivery.
Even if your firm is outsourcing some or all of its client reporting functions, we encourage you to participate in this survey to see where you stand. The study explores your firm’s capabilities in the following key categories:
Organization
Your firm’s organizational structure for client reporting, including roles and responsibilities.
Data Management
How your firm sources and manages data used in client reports.
Reporting Capabilities
How reports are assembled, reviewed, and distributed. This section also covers commentary and portal.
Technology and Workflow
The systems and workflows your firm uses for client reporting.
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 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.