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A Business Case for Fractional Performance Oversight


2023/11/29

Consider the irony… Performance departments exert their time and energy to
calculate performance results that inform consumers of the impacts of their decisions on investments.
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Recent Articles

  • Why Target Operating Models Fail Before the First Mile
  • The Investment Data Behind a Total Portfolio Approach
  • Less Is No Longer More: FactSet’s Performance Solution Rewrites Historical Performance Data Migrations
  • The Evolution of Meradia’s Approach to Investment Performance Data Migrations
  • Meradia’s Playbook for a Successful FactSet Performance Solution Implementation

Recent Case Studies

  • Performance Vendor Selection: RFP and Proof of Concept
  • Client Reporting for Multi-Family Office
  • Integration into Eagle Data Management System

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