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BACKGROUND Meradia’s client, a multi-boutique investment manager, struggled to generate timely client or management reporting. Products included public funds, ETFs, institutional, private client UMA and retail UMA. Portfolio accounting, reconciliation, performance and client reporting functions were outsourced to multiple vendors. A lack of governance across the data further challenged the client in this complex landscape.
Read Full ArticlePerformance Measurement and Attribution RFP and Selection for Global Asset Management Firm
BACKGROUND A top-ten global asset management firm’s performance measurement and attribution operation had grown over time into a disparate web of feeds, sources and platforms. Internal customers including the front-office and risk teams cobbled together different workflows often resulting in different outcomes. Furthermore, performance calculation workflow had become excessively manually-intensive, creating risk on a variety
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