PERSPECTIVE, PASSION, IMPACT

INVESTMENT OPERATIONS & TECHNOLOGY CONSULTING

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Who is Meradia?

Meradia is the North America leader in operations and technology consulting for the investment management industry. Since 1997, we have helped clients get big things done by delivering large-scale transformation with precision and impact.

Modernizing accounting, performance, and data systems touches every person, process, and platform in an organization. These complex initiatives demand proven expertise, and our consultants bring decades of front-to-back experience spanning trading, investment accounting, performance measurement, operations, and vendor platforms to anticipate risks, guide decisions, and keep projects on track.

We understand that every client is different. Asset Owners, Asset Managers, Wealth Managers, and OCIOs all bring a unique perspective to the investment process. Together, we streamline operations, unlock scale, and design future-ready solutions tailored to the unique aspects of each.

Meet Our Team

Thought Leadership highlights

• All Post Types Case Studies Thought Leaderships

• Services

  All Services Competitive Assessment  (1) Conversion and Implementation  (29) Process Design and Change  (41) Program and Project Management  (11) Solution Design  (69) Strategy and Roadmap  (61) System Rationalization  (27) Vendor Selection  (27)

• Expertises

  All Expertises All Meradia  (62) Alternative Investments  (1) Artificial Intelligence and Machine Learning  (21) Client Experience  (6) Data and Digital Transformation  (53) Derivatives and Collateral  (13) Front Office & Portfolio Management  (25) GIPS® Advisory  (7) Investment Accounting  (13) Middle & Back Office Optimization  (6) Performance, Risk & Analytics  (55)

• Clients

  All Clients Asset Managers  (140) Asset Owner  (52) Endowments & Foundations  (2) Family Offices  (2) Industry Vendors  (5) Insurance  (9) Outsourced Chief Investment Officers  (5) Pension  (6) Service Providers & Outsourcers  (33) Wealth Managers  (19)

• Authors

  All Authors Andrew Jacob  (13) Benjamin Smith  (2) Brad Waitsman  (1) Brian Buzzelli  (9) Brian Lollar  (2) Byron Derti  (4) Christopher Bodkins  (2) Christopher Cassara  (4) Christopher Dyer  (1) Christopher Sadala  (1) Clay Corcimiglia  (4) Cogan Wybranski  (1) David Raza  (4) Gregg Weintraub  (1) Henil Satra  (2) Jake Daly-Leonard  (6) Jenny Xu  (1) Jeremy Welch  (6) Jill Stassel  (2) Jim Turner  (2) Jonathan Boersma  (10) Jose Michaelraj  (20) Josh Gerwick  (4) Josh Levitt  (4) Lauren Spillane  (1) Laurie Hesketh  (16) Mark Pazdyk  (1) Martin Ouellette  (7) Meradia Consultant  (48) Mick Cartwright  (6) Nicol O'Connor  (6) Olga Gappasova  (1) Piers Hansen  (3) Pouneh Poutas  (1) Richard Mailhos  (15) Robert Trejo  (1) Ryan Bond  (3) Tina Madel  (10) Willie Zenes  (2)

Featured Thought Leadership

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

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

25+ Years

Consulting the Investment Management Industry

93%

Repeat Client
Engagement

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.