info@meradia.com
BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform.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
Read Full ArticleEnterprise 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
Read Full ArticleLegacy 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
Read Full ArticleCharles River Implementation Program Lead
BACKGROUND A global OCIO provider with over $100 billion AUM decided to change from a proprietary trading platform to Charles River. Their current order management system supported trading for in-house branded mutual funds, third-party-managed collective trusts, separately managed accounts and alternative assets. The system also acted as IBOR and provided data to several downstream applications.
Read Full ArticleBlackRock Aladdin Front Office Implementation Project Manager
BACKGROUND A global asset manager had multiple vendor and proprietary trading systems to support equity and fixed income trading. The firm struggled to get a timely, accurate and holistic view of trading activity and decided to standardize by implementing a single instance of BlackRock’s Aladdin globally. Functional scope for the full Aladdin suite included trading
Read Full Article