I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com IMPROVE THE OPERATIONAL MODEL A Fortune 500 financial firm providing services and prod - ucts including life insurance, annuities, and mutual funds, realized that they needed to overhaul their operational model. They asked Cutter Associates for help designing an optimized target operational model, developing a multi- year strategy for achieving it, and building a business case for the project. The following functional areas were within the scope of this engagement: • Portfolio management and construction • Pre- and post-trade compliance • Trading settlements • Reconciliation and accounting • Performance measurement and at

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