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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.

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