Case Study
Review The Investment Operations Framework
CLIENT PROFILE © 2019 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3006 6490 | www.cutterassociates.com We need to . . . REVIEW THE INVESTMENT OPERA TIONS FRAMEWORK Our client, a State Treasury, manages nearly USD 90 billion in assets for several state agencies. The organization had significant gaps and risks in their infrastructure including the people, processes, and technology to support these investments. The firm sought Cutter ’s expertise to perform an Investment Operations review, arrive at a target operating model that would best meet their requirements, select the vendor solutions, develop an implementation roadmap, and provide assistance implementing the solution. CUTTER SOLUTION In the first phase Cutter performed a current