info@meradia.com
Who Is Meradia?
We are a leader in operations and technology consulting for the global investment management industry. Our operations began in the United States in 1997, followed by global growth in EMEA, Australia, and Canada (Office(s) Established 2025). We provide strategic advisory and implementation solutions that assist investment firms stay ahead and adapt to new technologies, like AI, that improve operational processes, performance, and data reporting. Our firm has strategically partnered with many of the industry leading vendors to support the industry’s demands. We work with institutional asset managers, asset owners, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies.
Thought Leadership Highlights
Featured
Recent
The modern business landscape is experiencing an unprecedented shift fueled by digital transformation, data proliferation, and artificial intelligence (AI). Organizations that fail to evolve risk obsolescence where data-driven decision-making, automation, and advanced analytics define competitive advantage.
At the core of this transformation lies the Next Generation Operating Model (NGOM), a framework that leverages modern data architectures, AI-driven augmentation, and dynamic interoperability to enable greater agility, efficiency, and scalability. The NGOM is not merely about streamlining operations; it is about reshaping the way businesses operate, innovate, and grow.
A modern Target Operating Model in investment management is no longer a “nice to have” but a necessity in an increasingly competitive, data-driven, and highly regulated landscape. Firms cannot cut their way to success in the marketplace as technological innovation and operational efficiency is the source of future outperformance relative to peers. Firms who have been unable to evolve become acquisition targets by firms that have.
The implications are clear: modernizing your operating model isn’t just about efficiency; it’s about surviving in an increasingly competitive landscape. Meradia has brought together some of the best minds in investment operations to identify the eight most impactful trends in 2025 and what these mean, not just today but for the future of our industry.
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
