Asset 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 the investment management firm’s 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 made recommendations for future solutions and operational processes. ANALYSIS The assessment phase of the project provided a foundation to ensure the client’s end-state client reporting platform is consistent with industry best-practice and would support the investment management firm’s evolving business. This... Read Full Article