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BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with
Read Full ArticleMarket 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,
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 ArticleClient Journey Optimization Leveraging Design Thinking
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management firm to map and refine their client experience from initial prospect contact through the entire engagement lifecycle. The firm desired to provide increased scale for client and company growth while maintaining the level of excellence that has resulted in an extremely high retention rate. Furthermore,
Read Full ArticleIBOR and ABOR Needs Assessments and Roadmap for OCIO
BACKGROUND Meradia was engaged by an OCIO with over $25 billion AUM to assess their current IBOR and emerging ABOR (US GAAP) needs, system requirements, and future roadmap. The existing IBOR-like solution had been in place for many years yet limitations in functionality, integration and the underlying architecture caused issues with processing and forced workarounds
Read Full ArticlePension 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
Read Full ArticleOperational Assessment for Multi-Family Office
BACKGROUND Meradia was retained by a family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and had come to realize it was time to take a holistic review of their organically grown patchwork of systems and overall operating model that
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