Derivatives Valuation and Workflow Management Frame Discussion at Cutter Associates Technology Council Meetings

Boston, London - 23 November 2010

Cutter Associates, a research, consulting, and benchmarking firm supporting the investment management industry, today announced that over 140 members representing 48 global investment management firms participated in the November Technology Councilâ„¢ and Technology Forumâ„¢ meetings in London and New York. The Technology Council and Forum meet bi-annually to hear independent, up-to-date research on investment management systems, including in-depth vendor evaluations and recommendations.

In New York, the event included an overview of the Dodd-Frank Act and its business implications in the investment management space. The presentation highlighted the structural reforms, stricter limitations, and changes to derivatives regulations and reporting requirements specific to fund managers. In London, insight into technology and consulting trends seen in investment management were shared.

At both meetings, new research was presented on Workflow Management and Valuation Systems and Services. Complementing the presentations were dynamic discussions on member firm’s related practices. Additional sessions included an industry perspective on challenges in OTC derivatives valuations and member practices around valuation systems and services.

Gina McCafferty, Principal and head of CutterResearch, commented “Regulatory reform is introducing groundbreaking changes in investment management processes. One of our topics, Valuation Systems and Services, addresses a number of challenges firms face in providing independent and reliable valuations for OTC derivatives and the research provides possible solutions to aid firms in meeting these requirements. Improving workflow has been, and continues to be, at the forefront of our client’s minds for 2011 and beyond.”

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