IBOR and ABOR Needs Assessments and Roadmap for OCIO

BACKGROUND Meradia was engaged by an OCIO with over $25 billion AUM to assess their current IBOR and emerging ABOR (US GAAP) needs, system requirements, and future roadmap. The existing IBOR-like solution had been in place for many years yet limitations in functionality, integration and the underlying architecture caused issues with processing and forced workarounds

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OMS 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

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Legacy 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

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