Security Master Scalability for Institutional and Wealth

BACKGROUND A leading global provider of integrated solutions for institutional asset managers used Markit EDM to provision the security master supporting their multi-client investment management platform. The organization wanted to adopt an approach that would extend the capabilities to also satisfy their wealth management (and banking) security master needs. Both within and outside of Investment

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Pricing Data Process Modernization for Investment Advisory Firm

BACKGROUND Meradia’s client, an independently-owned investment advisory firm with approximately $60 billion AUM, needed to modernize their ability to manage market data, especially pricing data. The firm’s existing data architecture consisted of Excel-based processes to manage, download, review, and maintain important market data assets underlying daily positions and portfolio valuations. With continuing growth, the firm

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Data Warehouse Implementation for Multi-boutique Investment Manager

BACKGROUND Meradia’s client, a $50 billion AUM multi-boutique investment manager, struggled to generate timely client or management reporting. Products included public funds, ETF’s, institutional, private client UMA, and retail UMA. Portfolio accounting, reconciliation, performance, and client reporting. These functions are outsourced to multiple vendors including Archer, SEI, Citi and CheckFree. Further challenging the client in

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