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Perspective, Passion, Impact

Investment Operations & Technology Consulting

SOLVING CLIENT CHALLENGES:

  • Align business & technology strategy
  • Simplify architecture
  • Data-centric organization
  • Enable front office capabilities
  • Deliver timely, efficient performance analytics
  • Complex middle & back office transformation
  • Modernize client reporting

Meradia specializes in strategic advisory and implementation services for the global investment management industry. Since 1997, Meradia has provided independent, pragmatic consulting services that transform investment management processes, analytics and reporting. We align front-, middle-, and back-office organizations and technical platforms with your business’s direction and vision. Our team leverages decades of experience in financial services to lead your most pressing investment operations and technology transformation projects. Solving business challenges, including strategic assessment, workflow optimization, vendor selection, and system implementation – our clients depend on us for a complete solution.

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.

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