LIVE WEBCAST: Redefining the Performance Team’s Operating Model

Performance and attribution teams sit at the center of investment transparency, responsible for delivering timely, accurate results that drive portfolio insight and client confidence. But as data volumes rise and systems evolve, many firms face the same question: How do we modernize without losing years of validated history and governance? 

Join Meradia and FactSet for an interactive webcast exploring how firms are transforming their performance and attribution operating models for a new era of scale, speed, and confidence. 

What You’ll Learn 

Through live demonstrations and real-world examples, our experts will discuss how leading global asset managers are overcoming legacy constraints and future-proofing their operations by: 

– Preserving historical accuracy and auditability throughout data migrations into FactSet’s modern performance ecosystem. 

– Establishing a single, trusted source of truth across performance, GIPS®, and attribution results. 

– Reducing manual touchpoints with automated workflows and reconciliations that improve data quality. 

– Accelerating insights with flexible, scalable tools designed to meet evolving client and regulatory expectations. 

– Elevating performance teams from data stewards to strategic partners that enable front-office decision-making. 

Why Attend 

This 45-minute session offers practical guidance for performance professionals navigating modernization initiatives, helping firms retain confidence in their data while unlocking new operational efficiencies.