Manual steps, errors, and costly trade failures often plague derivatives operations. AI can help firms transition from firefights to foresights by reducing downtime, accelerating reconciliations, and freeing teams to focus on meaningful work. David Raza discusses this topic in his recent article, From Friction to Flow: Rethinking Derivatives Operations with AI. Listen to the highlights […]
“Why did my investment underperform the fund?” It’s an uncomfortable question, and one that private fund managers are hearing more often. As investor-level performance reporting becomes more common alongside traditional fund-level Internal Rate of Return (IRRs), a growing truth has come into focus: the same fund can deliver materially different outcomes to different investors. Increasing […]
Just dropped! Episode 2 of Meradia’s Transformation Tapes, an insightful conversation between @Tina and @Jenny, diving deep into performance vendor selection strategies that every performance industry professional needs to hear. Are you making the classic mistake of focusing only on the calculator? Tina breaks down why end-to-end thinking is crucial and shares her unique perspective […]
For Canadian pension plans and institutional investors, Total Portfolio View (TPV) refers to a synchronized, near real-time understanding of public and private holdings and exposures across the enterprise. It’s the cornerstone of investment clarity, empowering decisions, strengthening oversight, and unifying front-to-back investment processes. Yet for Canadian asset owners, achieving TPV isn’t just complex; it’s sticky. […]
We have spent our careers as management consultants focused on investment performance, where a trade-date view is table stakes. The Investment Book of Record (IBOR) feels straightforward to us, so it always surprises us to find clients who resist it. While institutional asset managers have long embraced IBOR, asset owners sometimes meet it with resistance, […]
At first glance, an asset manager’s Multi Asset Classes (MAC) platform and an asset owner’s Total Portfolio View (TPV) framework appear similar. Both manage diverse asset classes, complex return methodologies, and multiple benchmarks. Yet beneath the surface, their objectives, data requirements, and architectural foundations diverge sharply. Data Models: Flexibility Beyond Product-Level Structures MAC platforms perform well in […]
Replacing legacy systems isn’t enough. To compete in today’s investment landscape, firms must rethink how people, platforms, and processes work together. In this Q&A, Meradia’s Chris Cassara and John Reilly of FundGuard share how they help asset managers and servicers modernize operations, accelerate implementation, and unlock long-term value. What they cover: Why tech upgrades alone […]
The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following […]
Excel remains a cornerstone tool in financial services due to its accessibility, flexibility, and powerful data manipulation capabilities. Its intuitive interface and widespread adoption empower business users to perform complex calculations, build financial models, and easily generate reports. This accessibility fosters innovation, enabling teams to respond quickly to evolving business needs without waiting for IT […]
If you could build your investment organization from the ground up, would you recreate the inefficiencies that plague mature firms today? Too often, firms grow organically, layering systems, processes, and teams in response to immediate needs. This approach may solve short-term challenges but creates long-term operational debt: fragmented infrastructure, inconsistent data, lagging insights, and rising […]
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