The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency, […]
The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Now imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total fund exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment […]
INTRODUCTION InvestOps USA 2025 brought together 950+ industry leaders to discuss the latest trends in investment operations, covering outsourcing, transformation, and the ever-present data challenges. Conversations with vendors, clients, and panelists highlighted key themes that will shape decision-making this year. Outsourcing: Shifting from Transactions to Partnerships One of the biggest shifts in outsourcing is the […]
SUMMARY The financial industry is in a state of constant change and with highly complex operations, where organizations are increasingly asking themselves a fundamental question: “How do we know?” This question is at the heart of operational awareness, data integrity, and decision-making. This article explores the imperative role of operational controls and instrumentation, illustrating the […]
INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor data quality costs organizations an average of $15 million per year (Gartner, Actian). Data governance tools enable employees to independently validate how to use a given field or search for potential matches for a business […]
SUMMARY 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 […]
PREFACE Jose Michaelraj CIPM, CAIA, a Senior Manager at Meradia, specializes in optimizing performance operations and technology for asset managers, asset owners, and custodians. With deep expertise in modern data management techniques, Jose has reorganized performance processes, assessed attribution platforms, and developed a pattern recognizing validation tool. Jose frequently writes about bridging business needs with […]
A Competitive Imperative for Modern Investment Organizations 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 […]
Meradia hosted an insightful virtual roundtable, bringing together asset management leaders across North America to discuss the challenges and approaches in modernizing operations, strengthening governance, and leveraging technology within Asset Owners. This conversation underscored the collective experience in navigating industry shifts and embraced the collaborative exchange of best practices.
INTRODUCTION Welcome to the next installment of our Vendor Spotlight Series, featuring SimCorp. At Meradia, where we offer you a window into the world of global vendors and their services. In this edition, Lars-Ole Hansen, Senior Director in SimCorp’s Product Management joins Rich Mailhos, Meradia’s Managing Director and Performance Practice Lead, to discuss SimCorp’s new […]
info@meradia.com
