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InvestOps USA 2025: Key Takeaways on Transformation, Outsourcing, and the AI Reality Check

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 […]

Operational Controls and Instrumentation: “How Do You Know?”

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 […]

Transforming Business Glossaries to Unleash Data Value

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 […]

Trends Impacting Investment Operations, Meradia’s 2025 Viewpoint

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 […]

Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks

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 […]

The Next Generation Operating Model: How Data, AI, and Automation Are Transforming Investment Operating Models

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 […]

Event Summary: Virtual Roundtable on Modernization & Transformation for Asset Owners

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.

Vendor Spotlight: SimCorp

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 […]

Reclaimable Withholding Taxes: Investment Performance Challenges

Reclaimable withholding taxes from foreign dividends and income present challenges for asset managers and asset owners. This paper examines operational challenges associated with investment performance calculations, specifically pertaining to a global portfolio with investments in multiple countries. Challenges discussed include jurisdictional nuances, uncertainty of collecting receivables, and delayed reclaims. Additionally, this paper addresses the advantages […]

The Customization Conundrum: Navigating the Challenges of OTC Derivatives

In the ever-evolving world of finance, over-the-counter (OTC) derivatives are the hidden gems within portfolios of savvy managers, offering both complexity and opportunity. Initially developed to meet specific hedging needs, OTC derivatives have grown significantly in both volume and importance, now playing a crucial role in global finance. These instruments offer the unique ability to […]

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