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Submission: On May 17 via api from US — Scanned from DE
Submission: On May 17 via api from US — Scanned from DE
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</form>Text Content
Skip to content Open toolbar Accessibility Tools Accessibility Tools * Increase TextIncrease Text * Decrease TextDecrease Text * GrayscaleGrayscale * High ContrastHigh Contrast * Negative ContrastNegative Contrast * Light BackgroundLight Background * Links UnderlineLinks Underline * Readable FontReadable Font * Reset Reset Skip to content info@meradia.com Search for: Search for: Navigation * Services * Advisory * Strategy and Roadmap * Solution Design * Vendor Selection * System Rationalization * Competitive Assessment * Implementation * Program & Project Management * Conversion & Implementation * Process Design & Change * Practice Areas * Performance, Risk, and Attribution * Data and Technology * Trading and Investment Operations * Clients * Perspectives * Team * Leadership * Careers * Contact HOME PERSPECTIVE, PASSION, IMPACT INVESTMENT OPERATIONS & TECHNOLOGY CONSULTING Begin Your Next Project Discover Our Solutions WHO IS MERADIA? Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies. Meet Our Team THOUGHT LEADERSHIP HIGHLIGHTS * All Post Types Case Studies Thought Leaderships * SERVICES All Services Competitive Assessment (1) Conversion and Implementation (21) Process Design and Change (11) Program and Project Management (8) Solution Design (30) Strategy and Roadmap (21) System Rationalization (14) Vendor Selection (21) * EXPERTISES All Expertises All Meradia (24) Artificial Intelligence and Machine Learning (1) Client Experience (5) Data and Technology (27) Derivatives and Collateral (3) Front Office & Portfolio Management (14) GIPS® Advisory (4) Investment Accounting (9) Middle & Back Office Optimization (2) Performance, Risk & Analytics (29) * CLIENTS All Clients Asset Managers (85) Asset Owner (24) Industry Vendors (2) Insurance (6) Pension (3) Service Providers & Outsourcers (18) Wealth Managers (8) * AUTHORS All Authors Andrew Jacob (10) Benjamin Smith (2) Brian Buzzelli (1) Brian Lollar (2) Byron Derti (1) Christopher Bodkins (2) Christopher Cassara (1) Christopher Dyer (1) Christopher Sadala (1) Clay Corcimiglia (2) Daniel Cantando (1) Jake Daly-Leonard (3) Jeremy Welch (2) Jill Stassel (1) Jonathan Boersma (6) Jose Michaelraj (13) Josh Gerwick (1) Laurie Hesketh (9) Martin Ouellette (1) Meradia Consultant (30) Mick Cartwright (4) Natasha Romanova (2) Nicol O'Connor (4) Pouneh Poutas (1) Richard Mailhos (4) Ryan Bond (1) Tina Madel (8) * FEATURED RECENT FACING THE CHALLENGES OF MERGERS AND ACQUISITIONS With one in six asset managers expected to be acquired or go out of business in the next five years, preparing for M&A activities is crucial for success. It’s important to consider the potential benefits and challenges of each option and to carefully evaluate whether M&A activities align with your firm’s goals and values. INVESTMENT PERFORMANCE IS A DATA MANAGEMENT CHALLENGE Investment Performance transformation projects are notoriously difficult. Why? Investment Performance is, at its core, an enterprise data function in disguise. Its role in enterprise data management is so prevalent that the maturity with which a firm’s Investment Performance function manages this data functions is typically a bellwether for the operational efficiency of the firm generally. Performance and analytics, done well, consume an astounding array of internal, external sources and often a combination of the two. RECENT CASH DRAG OR COLLATERAL-DERIVED ALPHA: THE CHOICE IS YOURS ... read more CHARTING THE COURSE: ENHANCING PERFORMANCE THROUGH EFFECTIVE PRIVATE MARKET AND EXTERNAL MANAGER PRACTICES ... read more See all Perspectives Download Pdf Download Pdf PRACTICE AREAS Our highly analytical consulting team has an average of 25 years of industry experience and includes multiple CFA, CIPM, PMP, and CAIA designation-holders. We lead portfolio management, accounting, performance, client reporting, and data governance projects with diverse platform experience and breadth of knowledge. Our consultants and subject matter experts have extensive experience helping asset managers through the entire solution development cycle, from designing bespoke attribution methodologies to user acceptance testing and new performance operating procedures. Performance, Risk, and Attribution Our team of experts can help you navigate the data landscape to minimize risk and deliver data efficiency throughout the front, middle, and back offices. Data and Technology We serve investment managers of all sizes and complexities with proven engagement approaches and methodologies from system selection through implementation. Trading and Investment Operations WHEN YOU NEED MERADIA DELIVERS Strategy and Roadmap We work with our clients to envision the future state of their front, middle and back offices to meet changing market demands. Translate visions into actionable roadmaps that deliver change in a predictable and controlled program. Process Design & Change Identify key areas and dependencies for overall systems integration considering future goal Solution Design Subject matter advisers with product, process, technical and practical experience Vendor Assessment Comprehensive process to match potential vendors to defined needs Competitive Assessment For both industry and vendors – targeted comparisons with peer groups MERADIA DELIVERS Transformation Meradia deploys teams of experts that know investment technology and understand how to efficiently and successfully implement and integrate new solutions. System Rationalization Process, architecture and vendor simplification Development, Integration, Testing Appropriate sequencing, considering effort, value, cost and risk Program & Change Management Taking ownership and accountability for successful delivery, representing client interests to the vendors Consulting the Investment Management Industry % Repeat Client Engagement Average Industry Experience for Our Consultants Meradia’s knowledge of industry practices and how to approach implementations has been invaluable. Overall this project would not be as far along if it wasn’t for our partnership with Meradia. You guys have been super responsive and have always made me feel that our project was the most important one you were working on. * 119 N High Street, West Chester, PA 19380 * 610.738.7787 * info@meradia.com * QUICK LINKS * Advisory Services * Implementation Services * Performance, Risk, and Attribution * Data and Technology * Trading and Investment Operations * Clients * Leadership * Perspectives * Careers * Contact © Copyright 2024 Meradia | Privacy Policy | Cookie Policy | Site Map