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HOME

Perspective, Passion, Impact

Investment Operations & Technology Consulting

SOLVING CLIENT CHALLENGES:

 * Execute business & technology strategies
 * Deliver timely, efficient performance analytics
 * Front-to-back office transformation
 * Simplify architecture
 * Data-centric organization
 * Modernize client reporting
 * Align operations with global best practices

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,
including eight of the top 10 global asset managers and six of the top 10 banks.


ADVISORY & IMPLEMENTATION SERVICES

Our strategic approach and outcome-focused delivery are transformative to our
clients’ operational processes and technological platforms. We are consultants
who implement the changes you need to be efficient and successful for your own
clients.

Learn More

 * Strategy & Roadmap
 * Solution Design
 * Competitive Assessment

 * Vendor Selection
 * System Rationalization
 * Program & Project Management

 * Conversion & Implementation
 * Process Design & Change


AREAS OF EXPERTISE

Our proven methodologies, decades of experience in the investment management
industry and data-centric approach give our clients the edge they need to stay
ahead of the curve in a constantly changing industry.

Learn More


 * Front Office & Portfolio Management
 * Enterprise Data Management

 * Middle & Back Office Optimization
 * Investment Accounting

 * Performance, Risk & Analytics
 * Client Experience

20+ years

consulting to the investment management industry

93%

repeat client
engagements

25 years

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.

Director of Operations and Technology, Private Bank


Investment Operations & Technology Consulting
Phone: 610.738.7787 Email: info@meradia.com LinkedIn
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