info@meradia.com
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
Featured
Recent
The strategic importance of maintaining high data quality in asset management is pivotal, given the industry’s reliance on precise and timely information for decision-making, regulatory compliance, and client satisfaction. In this article, we explore the crucial role of data quality in various facets of asset management.
As we concluded the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven by transformative technologies with potential to reshape investment operations. At Meradia, we anticipate a dynamic year will continue to unfold, characterized by innovation, regulatory shifts, and strategic opportunities. Reflecting on discussions with my team and clients, it became apparent that several key topics were consistently top of mind. Here is a summary of the trends driving change across the investment management industry today.
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.
Performance, Risk, and Attribution
Data and Technology
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
%
Repeat Client
Engagement
Average Industry Experience for Our Consultants
