Performance Vendor Selection: RFP and Proof of Concept

BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform. After years of asset growth and complexity, the investment manager was constrained by homegrown systems. Additionally, reporting on portfolio and benchmark relative performance information grew into a highly customized system of data staging and visualization dashboards. Operations teams

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Market and Competitive Analysis for Software Provider

BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving future growth and success. Meradia’s investment management expertise, deep industry contacts and focused determination led to a successful project that helped shape the company’s vision and direction. Working collaboratively with the company’s executive leadership team,

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Enterprise Transformation for Wealth Manager

BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the course of 15 years, the legacy platform acquired additional functionality: security master, internal reporting, order management, rebalancing, OCC Reg-9 compliance, analytics, proposal generation and performance reporting. Virtually all aspects of the business were impacted including

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Pension Fund Performance and Risk Analytics Assessment

BACKGROUND Meradia’s client, a superannuation* fund manager in Australia, 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

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Performance Implementation for Large Insurance Company

BACKGROUND A Fortune 500 company’s asset management division retained Meradia to help facilitate the conclusion of a challenging implementation of and conversion to SS&C’s Sylvan Global Performance Measurement and Risk platform. Meradia provided portfolio accounting, performance measurement and testing expertise and identified and troubleshooted errors hindering progress. Issues impacting Sylvan, the data flows, defined acceptance

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Performance and Attribution Capabilities Audit for a Global Asset Servicing Company

BACKGROUND Meradia’s client, a global asset servicing company, acquired a European asset servicing firm, which included a middle-office software vendor. The software vendor served both the newly acquired European asset servicing business and had independent clients. Meradia was engaged to identify and evaluate ways our client could leverage this newly acquired software asset. Options included:

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Performance Measurement and Attribution RFP and Selection for Global Asset Management Firm

BACKGROUND A top-ten global asset management firm’s performance measurement and attribution operation had grown over time into a disparate web of feeds, sources and platforms. Internal customers including the front-office and risk teams cobbled together different workflows often resulting in different outcomes. Furthermore, performance calculation workflow had become excessively manually-intensive, creating risk on a variety

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