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

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Security 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

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Pricing Data Process Modernization for Investment Advisory Firm

BACKGROUND Meradia’s client, an independently-owned investment advisory firm with approximately $60 billion AUM, needed to modernize their ability to manage market data, especially pricing data. The firm’s existing data architecture consisted of Excel-based processes to manage, download, review, and maintain important market data assets underlying daily positions and portfolio valuations. With continuing growth, the firm

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

BACKGROUND A top 10 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 results. Furthermore, performance calculation workflow had become excessively manually-intensive, creating risk on a

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