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Welcome to Meradia’s Frequently Asked Questions section. If you have any questions or concerns on all things Front, Middle, or Back-office operations, Meradia is ready to help.
Below are some of the most common questions Meradia receives about operating models, data strategy, performance measurement, IBOR, ABOR, investment operations, and more. If you still do not see the question you have, contact Meradia today.
What is Front Office Operations?
The term ‘front-office’ is inclusive of all systems, processes, and people in Investment management. These include:
Investment Strategy
- Strategy definition
- Asset Allocation
- Investment guidelines and oversight
- Hedging and Overlays
Investment Research and Portfolio Management
- Modeling
- Risk analytics
- Portfolio Analysis and Construction
- Position and Cash Reporting
- Optimization and Rebalancing
Order Management and Trading
- Order generation
- Trade capture
- Pre-trade compliance
- Trade allocation
- SOD Cash and positions
- Order routing
- And more (submit a contact form for more information)
Treasury
- Collateral optimization
- Capital planning
- Cash and margin forecasting
- Securities lending & borrowing
ESG & Sustainability
- ESG Strategy
- ESG due diligence & monitoring
To get started with our consultancy, we’ll first complete an operational analysis of your front office operations. Get started by completing the form on our contact page.
What is Middle Office Operations?
“Middle Office” includes all systems processes and people in risk management, performance, ESG, & compliance.
Compliance includes:
- Regulatory
- Oversight
- Investment compliance
- Policy & procedures,
- Trade compliance
- Investment guidelines
- Investment restrictions
Risk Management includes:
- Risk management, KPI/KRM reporting, stress testing, counterparty exposure, policy & procedures, budgets & limits management, and governance and oversight. Performance management
Performance Management includes:
- Performance calculation, composite management, performance attribution, and benchmark analysis
Like the front office operations, our middle office operation process starts with an operational assessment to identify your gaps. Start here.
What is Back Office Operations?
“Back Office” includes all people, processes, and systems pertaining to operations. Back Office Operations include:
Trade Processing
- Trade matching & affirmation
- Fail/break management
- Custodian communication
- Trade settlement
Accounting & Fund Administration
- Pricing and valuations
- Investment accounting
- Trade reconciliation
- Derivative servicing
- Capital calls & distributions
- Portfolio company monitoring
- Custody reconciliation
- Securities lending
- Financial reporting
- And more (submit a contact form for more information)
Asset Servicing
- Corporate actions
- Entitlement processing
- Proxy Voting
- Trade allocation
- Tracking & Monitoring
- Settlements
Treasury Operations
- Collateral management
- Cash management and forecasting
Begin your back office operational assessment to identify your operational gaps and an implementation plan today.
What data sources should be used to support front, back, and middle office operations and investment management data strategy?
Tremendous amounts of data are processed in investment operations. Meradia works with you to help tailor your data strategy depending on your specific operational goals. It is important to have accurate data to correctly analyze the key components of information quickly and make reliable visuals to support a multitude of stakeholders.
How can Meradia help with bringing the best in investment operations?
Meradia’s reputation speaks for itself; our work has helped clients streamline processes across the front-, middle- and back offices shepherding along new platforms and increasing efficiency. Meradia has 25+ years of consulting experience in the investment operations industry, and we know how to achieve success for your firm.
What are the pieces to a complete investment data strategy?
Data management strategy seems self-explanatory, but it can be in-depth, especially with investments. Meradia helps your business find the best way to find, organize, store, and utilize data and data sets based on your specifically engineered business strategy.
When it comes to your investment data strategy, there are several areas to include: centralized data management, data warehousing, and a data governance strategy. With centralized data management, your firm can easily access and manage investment data from a single source, eliminating duplication and inconsistencies. Data warehousing centralizes data across different systems and sources, providing a comprehensive view. Lastly, a data governance strategy can ensure data accuracy, security, and ease of use, resulting in more timely and accurate decision-making.
Why is Meradia different from other companies?
Meradia has been helping clients since 1997 achieve operational efficiency. We have a team of experienced consultants who bring decades of industry expertise to the table in front, middle and back office operations, trading, IBOR, ABOR, performance, data management, and more.
Our approach focuses on optimizing your firm through strategic advisory and implementation services so we can effectively help your business implement a well-defined operational structure of business processes and business strategies. We understand that every client is unique, and so we tailor our approach to meet your specific needs and goals. Our customer engagement is driven by your desire for our level of involvement.
How can I get in touch with Meradia for more information?
Are you ready to start a partnership? All you have to do is reach out via Meradia.com or give us a call or email directly. Our team will reach out to you as soon as possible on the next steps and give you a basic overview of how they can help your firm succeed in your investment front, middle and back office operations.
