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Top Benefits of Hiring a Consultant To Manage Your Front-Office Transformation

The front office of an investment management firm is rarely, if ever, managed by a consultant. Key functions such as Head of Portfolio Management and Head of Trading are roles best suited for internal personnel. However, there are certain scenarios when it’s more effective to leave the work to an external resource. Here, we explain how front-office consultants can help your firm through a business transformation in ways internal resources can’t.

by Elizabeth M. Colebrooke, Principal

Look Before You Leap: A Risk-Based Framework To Aid Middle- and Back-Office Outsourcing

The consolidation of middle- and back-office outsourcing is gaining popularity across the investment management industry. To date, there have been many debates around the pros and cons of this trend. Whether your firm has already made the decision to outsource or is actively evaluating options, there’s much to consider. How do you know you’ve made the right choice? Have you considered the most important factors? We believe wearing a “special” lens might reveal insights missing in existing discussions, paving the way for a novel method to assess comparable offerings and potentially result in superior outcomes.

by Jose R. Michaelraj, CIPM, CAIA Senior Consultant

3 Red Flags You Are Missing Business Transformation Opportunities

Have you selected a new investment operations system to replace your legacy technology and manual workarounds? Or have you decided to outsource investment operations to a service provider?

Both efforts are significant, and likely the largest your part of the organization has ever seen. Are you making the right decisions? Or are you missing a golden opportunity to advance your business and improve the way you work? Here are three red flags you’re overlooking business transformation opportunities.

by Brian J. Lollar, Managing Director

Client Reporting for Multi-Family Office

BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with […]

Signs It’s Time To Re-Evaluate Your Outsource Solution

Has your outsource solution lived up to its expectations? Have real-world problems with integration and the production environment simply shifted bottlenecks or errors to new areas? Key operational components and workflows are the lifeblood of any large organization. But when decisions to outsource were made years or even decades ago, the criteria becomes dated and inapplicable. Don’t overlook these three signs it’s time to re-evaluate your outsource solution.

by Benjamin P. Smith, Client Partner

Purchasing a New Trading Platform? Don’t Overlook These Key Requirements

Portfolio management and trading platforms are some of the most critical decision-making, analysis, asset management and workflow tools within your organization. When it comes time for a system overhaul, small missteps can have costly and negative impacts. Let’s uncover the key requirements your firm can’t afford to miss in a system analysis.

by Elizabeth M. Colebrooke, Principal

Integration into Eagle Data Management System

BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm which would increase their AUM to $80 billion. The acquired firm traded predominantly derivative securities and needed expertise on how to handle these securities in Eagle Data Management. The client then acquired a second firm […]

Market and Competitive Analysis for Software Provider

BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving future growth and success. Meradia’s investment management expertise, deep industry contacts and focused determination led to a successful project that helped shape the company’s vision and direction. Working collaboratively with the company’s executive leadership team, […]

Enterprise Transformation for Wealth Manager

BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the course of 15 years, the legacy platform acquired additional functionality: security master, internal reporting, order management, rebalancing, OCC Reg-9 compliance, analytics, proposal generation and performance reporting. Virtually all aspects of the business were impacted including […]

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