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Meeting Demand: Using Tactical Resources to Drive Strategic Results

  Successful mutual fund companies grow by producing positive investment results for clients, but also by improving operating efficiency, which, in turn, can help keep fund costs from spiraling out of control. By understanding the demands of the teams supporting fund operations, including performance teams, fund companies can address increasing demands in a cost effective manner.

A global mutual fund company retained Meradia to provide key resources that would help the firm to meet the daily demands of its performance group.  Complicating the situation was a fast approaching “go live” date for implementing a new outsourced fund accounting system, which required parallel testing with rapid manipulation of large data sets identify breaks and preserve system integrity. Additionally, supporting a Compliance and Audit department requirement, the firm asked Meradia to document the Performance team’s complete procedures.

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