CLIENTS

ASSET MANAGERS

The Meradia team works with some of the largest asset managers in the industry, providing strategic guidance on data management, governance, productivity enhancements, IBOR, technology, reporting assessments and competitive analysis. Our work spans the front, middle, and back office with a great depth of experience in a wide-range of industry vendors and service providers.

Recently, we attended a financial data industry event and listened to one company after another share their experiences in their
User Acceptance Testing (UAT) can throw projects into a frustrating and mind-numbing stall, which is catastrophic to any transformation. The
With one in six asset managers expected to be acquired or go out of business in the next five years,

Asset Owners

Asset owners seek opportunities for growth while managing risks, and with Meradia’s expertise and personalized approach, we plot a course to achieve both. 

From trading through performance attribution, we offer bespoke engagements that align with your unique strategic and operational objectives.

We’ll guide you through projects based on detailed analysis, planning, and up-to-date industry knowledge, ensuring you stay ahead of the curve in managing the complex mix of global private and public assets owned by pensions, government funds, and endowment offices.

“SURROUNDED BY DATA, BUT STARVED FOR INSIGHTS.” – JAY BAER LEVERAGE CAPABILITIES AVAILABLE IN EMERGING CONVERSION TOOLS TO SUPPORT PLANNING INSIGHTS In the
Meradia has observed a strong uptick in activity around Multi-Asset Class (MAC) investment products and strategies. We see managers across
PENSIONS

We engage with pension providers on vendor selection, solution design and implementation for performance and analytics measurement, investment accounting, data strategy, and governance. Our work allows providers to optimize technology in their operations and leverage Meradia’s bench strength for implementation.

FAMILY OFFICES

We work with family offices and multi-family offices in a wide-range of sizes on application stack, organizational design, operational processes, client reporting, and strategic roadmaps to better serve their base of ultra-high-net-worth (UHNW) investors. Through our work, our clients have actionable next steps, future state architecture roadmap, and a team at Meradia to facilitate and support each step of the process.

ENDOWMENTS & FOUNDATIONS

Partnering with universities, nonprofits, churches and hospitals, our work with endowments and foundations allows these organizations to enhance their operations functionality and scalability by improving outsourcing and optimization, vendor management and assessments, as well as data architecture.

INSURANCE

Some of the largest and most sophisticated insurance companies entrust Meradia with investment accounting system selection, conversions, implementations, target operating models, performance measurement, and validation of system functionality. We understand the special requirements insurers face with Statutory and GAAP reporting requirements.

The November 4, 2022 deadline for the new SEC Marketing Rule requires firms to create and maintain composites in order
What processes are poised for outsourcing, and what areas should be kept in-house? These are the first questions investment managers
Finding a vendor to solve a business need is often treated as an analytical task – pick one that checks

Wealth Management

Our consultants work with some of the top wealth managers in the world on best-in-class reporting, competitive analysis, data management, vendor selection, and implementation, allowing them to provide top-level financial planning and investment advisory services to affluent investors.

While much has been written about attribution in the context of individual asset classes, the asset owner confronts a much
Like many industries, wealth management is undergoing a change. Demographic and generational shifts in wealth will continue to reshape services
Compliance with the GIPS standards is widely adopted within the institutional asset management industry as it is considered the industry’s

OUTSOURCED CHIEF INVESTMENT OFFICERS (OCIO)

Outsourced investment solutions offered by consultants, banks, multi-product/managers-of-managers, and mutual fund complexes are all supported under Meradia’s umbrella of expertise. We provide these industry leaders in the OCIO market segment with system optimization, data strategy, process flow documentation, and project management initiatives.

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Solution Providers

Meradia has worked with outsourcing relationships in a variety of capacities – as an objective, independent middle layer (jointly funded by both entities), as a client advocate, and as a vendor liaison. From excitement in the beginning of the project to difficult change and a learning curve best categorized as contentious during the push phase, Meradia Consultants ease the inevitable communication gap, accelerate progress, and defuse tension.

In the fast-paced world of investment asset management, accurate and timely data is crucial for informed decision-making. Data pipelines serve
Entering a large-scale transformation project can be a daunting task. But does it need to be? What separates a successful
Investment Performance transformation projects are notoriously difficult. Why? Investment Performance is, at its core, an enterprise data function in disguise.
INDUSTRY VENDORS<br />

INDUSTRY VENDORS

There is no one-size-fits-all vendor, and every transformation journey is unique for every type of investment manager. Whether you are a choosing a new technology solution, starting the hard work of conversion, or trying to decide how to rationalize redundant platforms, Meradia brings independent, objective, and practical breadth of experience, reducing your costs and improving client satisfaction.

“SURROUNDED BY DATA, BUT STARVED FOR INSIGHTS.” – JAY BAER LEVERAGE CAPABILITIES AVAILABLE IN EMERGING CONVERSION TOOLS TO SUPPORT PLANNING INSIGHTS In the
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