Client Reporting


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 client reporting.

While some firms support multiple client channels, the primary intention of this survey is to benchmark the institutional client reporting function.

Even if your firm is outsourcing some or all of the client reporting functions, we encourage you to participate in this survey.

The results of this Cutter Benchmarking survey will reveal how your compliance program stacks up against the Cutter Associates Capability Model and other participating firms.

This survey looks at the following categories:


Your firm's organizational structure for client reporting, including roles and responsibilities

Data Management

How your firm sources and manages data that is used in client reports

Reporting Capabilities

How reports are assembled, reviewed, and distributed

Technology and Workflow

The systems and workflows your firm uses for client reporting


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


Please contact Beth LaGambina at