BACKGROUND A leading global provider of integrated solutions for institutional asset managers used Markit EDM to provision the security master supporting their multi-client investment management platform. The organization wanted to adopt an approach that would extend the capabilities to also satisfy their wealth management and banking security master needs. The client had growing demands for […]
BACKGROUND A global asset manager had multiple vendor and proprietary trading systems to support equity and fixed income trading. The firm struggled to get a timely, accurate and holistic view of trading activity and decided to standardize by implementing a single instance of BlackRock’s Aladdin globally. Functional scope for the full Aladdin suite included trading […]
BACKGROUND Meradia’s client, a global asset servicing company, acquired a European asset servicing firm, which included a middle-office software vendor. The software vendor served both the newly acquired European asset servicing business and had independent clients. Meradia was engaged to identify and evaluate ways our client could leverage this newly acquired software asset. Options included: […]
BACKGROUND An investment management firm with $100 billion AUM wanted to ensure their end-state client reporting platform would support their evolving business. They retained Meradia to lead a strategic initiative to evaluate the current client reporting environment, prioritize and document future state reporting requirements. Following this, Meradia led the client through a selection process and […]
BACKGROUND Meradia’s client, an independently-owned investment advisory firm with over $50 billion AUM, needed to modernize their ability to manage market data, especially pricing data. The firm’s existing data architecture consisted of Excel-based processes to manage, download, review and maintain important market data assets underlying daily positions and portfolio valuations. With continuing growth, the firm […]
BACKGROUND Meradia’s client, a multi-boutique investment manager, struggled to generate timely client or management reporting. Products included public funds, ETFs, institutional, private client UMA and retail UMA. Portfolio accounting, reconciliation, performance and client reporting functions were outsourced to multiple vendors. A lack of governance across the data further challenged the client in this complex landscape. […]
BACKGROUND Meradia was retained by a leading global asset servicing company to solve scalability problems arising from the rapid growth of their data warehouse. Expansion of the firm’s data warehouse to meet the influx of new clients and service offerings was complex with the extension of historical data and addition of new functionality. Complicating the […]
The Outsourced Chief Investment Officer (OCIO) space has grown dramatically during the past decade, with new institutions moving into the market daily offering OCIO services. Plans and endowments are dealing with changing investment mandates, complex market structures, hundreds of investment manager options, and challenges finding talent. Additionally, OCIOs are offering more and building models that support all types of delegated services and clients. For organizations, the number of choices and internal pressures can be daunting and difficult to navigate. The challenges include determining how to work with an OCIO provider, how to find the right fit, and how to implement and incorporate one into your organization. Meradia offers the expertise to help answer those questions, and to lead a successful transition.
by Joshua B. Levitt, Principal
BACKGROUND A top-ten global asset management firm’s performance measurement and attribution operation had grown over time into a disparate web of feeds, sources and platforms. Internal customers including the front-office and risk teams cobbled together different workflows often resulting in different outcomes. Furthermore, performance calculation workflow had become excessively manually-intensive, creating risk on a variety […]
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