Meradia | Investment Operations Consulting | Official Website

PERSPECTIVE, PASSION, IMPACT

INVESTMENT OPERATIONS & TECHNOLOGY CONSULTING

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.

Thought Leadership Highlights

  • Services

  • Expertises

  • Clients

  • Authors

Recent

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 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.

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

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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.

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