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BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with
Read Full ArticleIntegration into Eagle Data Management System
BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm which would increase their AUM to $80 billion. The acquired firm traded predominantly derivative securities and needed expertise on how to handle these securities in Eagle Data Management. The client then acquired a second firm
Read Full ArticleEnterprise Transformation for Wealth Manager
BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the course of 15 years, the legacy platform acquired additional functionality: security master, internal reporting, order management, rebalancing, OCC Reg-9 compliance, analytics, proposal generation and performance reporting. Virtually all aspects of the business were impacted including
Read Full ArticleClient Journey Optimization Leveraging Design Thinking
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management firm to map and refine their client experience from initial prospect contact through the entire engagement lifecycle. The firm desired to provide increased scale for client and company growth while maintaining the level of excellence that has resulted in an extremely high retention rate. Furthermore,
Read Full ArticleOMS and Portfolio Accounting System Consolidation
BACKGROUND An independent registered investment advisor with over 100 institutional clients retained Meradia to design new operations and technology processes and workflows. Their trading and operations staff juggled multiple trading platforms and two different portfolio accounting systems. They had already selected target platforms for both trading and accounting. The client selected Meradia based on our
Read Full ArticleLegacy Accounting Systems Conversion: Project Management & Analysis
BACKGROUND Our client, a large financial services accounting outsource provider, engaged Meradia to convert an investment manager (the end-client) from two separate legacy accounting platforms onto a new strategic platform. Our client had been providing mutual fund accounting services to a large investment manager for over a decade and all funds were to be converted
Read Full ArticlePension Fund Performance and Risk Analytics Assessment
BACKGROUND Meradia’s client, a superannuation* fund manager in Australia, needed accurate, timely and consistent data fit for their analytic requirements. Historically, the operations team generated Performance from raw custodial files. While a substantial portion of the assets are externally managed, the futures, FX and cash portfolios – representing major exposures – are managed and traded
Read Full ArticleBlackRock Aladdin Front Office Implementation Project Manager
BACKGROUND A global asset manager had multiple vendor and proprietary trading systems to support equity and fixed income trading. The firm struggled to get a timely, accurate and holistic view of trading activity and decided to standardize by implementing a single instance of BlackRock’s Aladdin globally. Functional scope for the full Aladdin suite included trading
Read Full ArticlePerformance and Attribution Capabilities Audit for a Global Asset Servicing Company
BACKGROUND Meradia’s client, a global asset servicing company, acquired a European asset servicing firm, which included a middle-office software vendor. The software vendor served both the newly acquired European asset servicing business and had independent clients. Meradia was engaged to identify and evaluate ways our client could leverage this newly acquired software asset. Options included:
Read Full ArticleAsset Manager Client Reporting Requirements and Vendor Selection
BACKGROUND An investment management firm with $100 billion AUM wanted to ensure their end-state client reporting platform would support their evolving business. They retained Meradia to lead a strategic initiative to evaluate the current client reporting environment, prioritize and document future state reporting requirements. Following this, Meradia led the client through a selection process and
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