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
A frequently asked question Meradia encounters is our opinion on various vendors. To assist our audience, we have launched a Vendor Spotlight Series, engaging in open dialogues with vendors to discuss industry trends, product positioning, and their collaborations with clients and partners. In this first installment, Jeremy Welch, Manager for Meradia’s Trading and Investment Operations practice, interviews Diane McLoughlin, Program Management Director at FundGuard.
This landscape piece seeks to explore the multifaceted world of asset owners, from the fundamental business drivers to the intricate operational challenges they encounter. Beginning with an overview of their unique objectives and governance structures, we dive into the specific challenges faced, with particular emphasis on navigating private markets and external manager processes. Through a blend of insights and practical experience, we aim to present nuanced solutions, industry use cases, and best practices tailored to the dynamic landscape of asset ownership.
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
