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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 ArticleEnd-to-End Process Evaluation for Service Provider
BACKGROUND A leading global provider of integrated solutions for institutional asset managers engaged Meradia to document operating procedures. As a service vendor to the industry this firm was asked by existing clients, sales prospects and regulatory bodies to provide comprehensive documentation to substantiate business practices as part of due diligence exercises. Existing documentation was fragmented,
Read Full ArticleOperational Assessment for Multi-Family Office
BACKGROUND Meradia was retained by a family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and had come to realize it was time to take a holistic review of their organically grown patchwork of systems and overall operating model that
Read Full ArticleAccounting RFP for Multi-Family Office
BACKGROUND Meradia was retained by a multi-family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and their system stack had become patchworked, resulting in an operating model that had become overly manual and inefficient. Our initial assessment determined that most
Read Full ArticleScalability and Repeatability for Global Service Provider
BACKGROUND Meradia was retained by a leading global asset servicing company to solve scalability problems arising from the rapid growth of their data warehouse. Expansion of the firm’s data warehouse to meet the influx of new clients and service offerings was complex with the extension of historical data and addition of new functionality. Complicating the
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