Privacy Policy

…faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data. Collected: No.   Category F: Internet or other similar network activity. Examples: Interaction with our Service or advertisement. Collected: Yes.   Category G: Geolocation data. Examples: Approximate physical location. Collected: No.   Category H: Sensory data. Examples: Audio, electronic, visual, thermal,…

UAT for Performance Transformations Is Notoriously Difficult. It Doesn’t Need To Be.

…or break the testing effort. Components of Test Complexity: Domains, Formats, and Volume Test complexity is the product of data domain, format, and volume. The data domain, or data content, introduces unique complexities for consideration. Testing performance returns vastly differ from testing analytics. Further, testing attribution results is even more complex as both the underlying returns and the attribution results…

Targeted Demos Benefit Both Buyers & Vendors in the Selection Process – Whether They Are Conducted In-Person or Remotely

…‘bake-off’ phase between finalists in a vendor selection process used by asset management firms, wealth managers and other institutions. The buying firm provides the ‘judges’ who define their complex use cases – ‘the menu’ – and the data sets with specific data anomalies – ‘the ingredients.’ The vendors supply the ‘bakers’ who are required to utilize the buyer’s ingredients in…

The Evolution of Client Experience and Client Communications

…is a major part of the client experience, so implementing fail-safes is key. A specific phrase “management by exception” comes to mind, meaning you implement tolerance checks at an aggregate level. If we measure our asset allocation and we have 25% of this and 5% of that, do all allocations add to equal 100%? If not, ask someone to investigate…

Protect an Organizational Investment by Avoiding Common Mistakes During a System Conversion

completeness of the environments. Environments that allow for sufficient unit testing through to user acceptance testing best support successful testing. Testing available recent data and data that represents all system scenarios is critical. For example, an organization may trade derivatives infrequently. It is important to ensure the test environment includes examples of these trades to ensure the functionality works properly….

Re-Engineering Karnosky-Singer: Utility, Versatility and Insight for Practical Multi-currency Management

…in base, with interest. Because this strategy requires no initial investment and is risk-free (excluding, say, counter-party risk), it must always realize a zero return.[1] Therefore, in an internationally invested portfolio, interest rate parity can be paraphrased in the following relationships[2]: FX(forward) * (1 + Cash(foreign)) = FX(spot) * (1 + Cash(base)) FX(forward) / FX(spot) = (1 + Cash(base)) /…

The AI Revolution: Must-Knows for Financial Operations Leaders

…Harvard Business Review, 11 Aug. 2023, hbr.org/2023/08/what-the-finance-industry-tells-us-about-the-future-of-ai. “Driving Business Success in Financial Services with Real-World Data.” Informatica.Com, www.informatica.com/resources.asset.d661d8075600c547e5e8f776fc8cd4fe.pdf?mkt_tok=ODY3LU1BTy02MzQAAAGOwwJ6D-Sftqc0AOxpaxQVhbSF2RquF08CdOtOnH38AEXmnA4llRQRA7MqOD30xkdFEijv0_MoQ-NF94Bx2p1TfTvLCCk_7FruFL5A1dqBTJx08iBS7ZM. Accessed 10 Oct. 2023. P., A. (2023, April 18). Personalized Banking: How Banks are Using Data Analytics and AI to Tailor Services to Individual Customers. https://www.linkedin.com/pulse/personalized-banking-how-banks-using-data-analytics-ai-ashish-patel/ Wu, Shijie, et al. “BloombergGPT: A Large Language Model for Finance.” arXiv.Org, 9 May 2023, arxiv.org/abs/2303.17564….

Risk Statistics in Performance Calculators: Suitable and Scalable? – Part 2

…with several platforms will provide your organization with valuable perspectives.   [1] Primary/candidate key in technical terms. [2] For more information refer to ‘A little book of R for time series’ Release 0.2 by Avril Coghlan. Time series databases (such as Influxdb) also provide certain statistical functions. [3] Based on a survey of 1100 participants conducted by Percona, Feb 2017….

Cookies Policy

…https://support.mozilla.org/en-US/kb/delete-cookies-remove-info-websites-stored For the Safari web browser, please visit this page from Apple: https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac For any other web browser, please visit your web browser’s official web pages. More Information about Cookies You can learn more about cookies here: All About Cookies by TermsFeed. Contact Us If you have any questions about this Cookies Policy, You can contact us: By email: info@meradia.com

Operational Transformations: A Data-Driven Approach

…following paper in our series, where Andrew Jacob, CFA, discusses the importance and benefits of performance-led governance initiatives. REFERENCES ¹Why Transformations Fail – John P Kotter, Harvard Business Review, 1995. https://hbr.org/1995/05/leading-change-why-transformation-efforts-fail-2 Accessed on 06/05/2023. ²Why so Many Digital Transformations Fail – Thomas H. Davenport and George Westerman. https://www.nutanix.com/content/dam/nutanix-cxo/pdf/Why%20So%20Many%20High-Profile%20Digital%20Transformations%20Fail.pdf, Accessed on 06/01/023. ³Early Strategic Assessment – Mckinsey. https://www.mckinsey.com/capabilities/transformation/our-insights/early-strategic-assessment-a-conversation-with-kevin-laczkowski, Accessed on 05/23/2023….

Skip to content