Private markets represent one of the fastest growing asset classes. While progress supporting private market investments continues, 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 private market investments. by comparing your responses to our Capability Model and other participating firms.
Appropriate for both asset owners and asset managers, it has a specific focus on the limited partnership investment structure.
The survey will cover the following categories:
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 and back office functions are organized and the tools and methods used to support them.
Data Management
How your firm sources and manages data and information for private market investments
Reporting
The tools and processes used to generate and distribute reports to support private market investments
Complete the form at the bottom of the page to request access to the survey.
Upon completion of the survey, all participants will receive a flash report that compares your firm’s practices with Cutter’s Capability Model.
There is no charge to complete the survey and receive your flash report.
Cutter members who complete the survey will also receive a detailed and personalized report on how your firm compares with 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.