Technology Alliance™ Members Discuss Business Intelligence, Order Management Systems, and Performance Practices

London and Boston, MA - 4 October 2011

Cutter Associates, a research, consulting, and benchmarking firm supporting the investment management industry, today announced that more than 100 members, representing 58 investment management firms, participated in the Technology Allianceâ„¢ meeting held September 26th and 27th in Boston. CutterResearch provides over 200 investment management firms with independent, up-to-date research, including in-depth vendor evaluations and recommendations.

Research presentations over the two day event included Business Intelligence Tools and Practices, Performance Measurement and Attribution Practices, Best of Breed vs All-In-One, and Order Management Systems. Highlights of the most recent CutterBenchmarking study on Managing Third Party Services and an update on Global Investment Performance Standards (GIPS) were also featured. Opportunities for members to network and interact were provided by a roundtable member discussion on Provider Strategies: From Selection to Management and by a member panel discussion on Order Management Systems.

The event opened with a keynote address on Trends in Enterprise Analytics by Christian Chabot, CEO and Founder of Tableau software. The second day of the meeting opened with Mark Bobseine, Cutter Associates Chairman, sharing some industry insights. His presentation featured on-site polling results providing insight into topics at the forefront of investment managers’ minds, including costs, ROI, and stressors. On-site poll results also provided insight into OMS systems and GIPS compliance, and revealed that the top three issues keeping investment managers awake at night are data management, risk management, and staffing.

Mary Storrs, Principal and head of CutterResearch, commented, “The meeting was filled with members swapping insights and actively discussing the topics presented. A session of note was our OMS panel where panelists discussed their experiences with specific OMS systems. Sessions like this support our continuous work to ensure that we deliver compelling content and events that support peer networking and knowledge sharing.”

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