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 ArticleSecurity Master Scalability for Institutional and Wealth
BACKGROUND A leading global provider of integrated solutions for institutional asset managers used Markit EDM to provision the security master supporting their multi-client investment management platform. The organization wanted to adopt an approach that would extend the capabilities to also satisfy their wealth management (and banking) security master needs. Both within and outside of Investment
Read Full ArticlePerformance and Attribution Capabilities Audit for a Global Asset Servicing Company
ENGAGEMENT Meradia’s client, a global asset servicing company, acquired a Central European asset servicing firm, which included a middle-office software vendor. The software vendor served both the newly acquired Central 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.
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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