Pension Fund Performance and Risk Analytics Assessment

BACKGROUND Meradia’s client, a top-tier superannuation* fund manager in Queensland, Australia with approximately A$75 billion (USD $60 billion) AUM needed accurate, timely and consistent data fit for their analytic requirements. Historically, the operations team generated Performance from raw custodial files. While a substantial portion of the assets are externally managed, the futures, FX and cash portfolios – representing major exposures – are managed and traded internally for the purposes of tactical asset allocation, rebalancing, hedging and liquidity. With no expected improvement in sight, and facing imminent new competitive market pressures, the Chief Investment Officer retained Meradia to advise and... Read Full Article