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Meradia has been consulting in the investment management industry since 1997. We have experience helping our clients improve operational efficiencies that address their people, process, and technology across front, middle and back office operations. This blog will answer how Meradia helps our clients and why transforming your operational processes with Meradia can drive increased scalability and efficiencies.
Meradia’s Data Management Services
Data management is the backbone of a firm’s operations with many, if not all, aspects of the firm relying on the correctness and timeliness of the information. Data management is just as important as front, middle and back office operations, so having a robust strategy to combat challenges and cover gaps is a requirement for any large firm. Meradia can assist with planning and identifying vendors for the proper solution or even implement your data management strategy ourselves.
Meradia helps financial service companies organize and streamline their data processes. We ensure that each task has a unique plan and the business needs are being addressed.
Outsourcing Your Back Office Operations
Performing back office operations on your own can be difficult if you don’t have the correct partner in place, especially if you run a large, complex firm. Meradia specializes in understanding the gaps in your organization and identifying the appropriate vendors to implement the needs identified. Our background in identifying solutions for outsourcing back office operations can help free up your time to focus on what really matters.
Meradia’s Performance Measurement and Attribution (Middle Office Operations)
Middle office personnel can deal with investment compliance like KPI reporting, oversight, and more. It’s important to note that middle office operations are equally as important as the previously mentioned back office operations. Middle office operations can make or break your firm’s success on an individual client level. KPIs and focusing on risk management can protect your firm from long-term problems. Meradia can also help take the reins of middle office service and help with risk management, stress testing, and more.
Meradia’s Trading and Investment Operations Services
Finally, there are the systems, processes and people identified as front-office operations. Many trading and investment operations systems such as order and management trading (trade capture, order routing), investment strategy (asset allocation, investment guidelines & oversight), treasury (collateral optimization, cash & margin forecasting), and more.
Like the middle and back office operations, Meradia can help you identify gaps in your systems, processes, and people and identify vendors for solutions to the gaps present in your firm.
Investment Management Consultancy
Meradia does more than just front office, middle office, or back office operations. We can assist your business with a plethora of other forms of expertise, such as data, technology, performance, analytics, attribution & risk, and more. We work closely with our clients to build the most effective strategy and execution path to best fit your corporate strategy and financial goals.
One of the first things Meradia will do is a full operational assessment to understand the gaps and ways to improve your front, middle, and back office operations. These initial steps are critical to having complete confidence in a solution and being able to execute it successfully.
Benefits of Working with Meradia – a Front, Middle, and back Office Consultancy
Meradia knows how to solve your company’s problems and can give you expert advice on all areas of investment operations and investment management. Customers want tangible results, and Meradia gives them just that. We are a trusted partner in the field and can help take your business to the next level through our premier advisory and implementation services
Why You Can Trust Meradia’s Services & Final Thoughts
Besides our 25+ years of experience, Meradia is a firm dedicated to the investment management industry and understands how important front, middle, and back office operations can be. Not only can we advise you on your current state of operations, but we can also assist in identifying the proper steps for the implementation of a vendor’s offering.
Our team is client-facing, so you can not only feel but also directly see our impact in your customized reports, analyses of your current state versus industry standards, performance services, regulatory compliance, trade support, and more.
Meradia is an industry leader in helping its clients achieve the most efficient results for front, middle, and back operations. During our process, Meradia will help identify gaps for improvement, discuss the options to address the gaps correctly, and then help execution through our implementation services.
If you are ready to improve your firm’s overall investment operations, Meradia is ready to help. Give Meradia a call or fill out the form on our contact page to get started improving your firm’s people, processes, and technology.