Case Study

Replace A Proprietary System

Replace A Proprietary System

I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com REPLACE A PROPRIETARY SYSTEM An investment manager with more than USD 1 trillion in AUM, offering equity, fixed income, and balanced investment portfolios to corporations, governments, and retirement plans, launched an initiative to replace their front and middle office technology platforms. The project included evaluating the replacement of their proprietary performance measurement system with a vendor package that could calculate and report on performance results of portfolio managers, institutional accounts, and ‘40 Act mutual funds. An ideal solution would include performance attribution. The firm asked Cutter A

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