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We Can’t Let AI Break the Rungs on the Career Ladder
Executive Summary The financial services industry has always embraced technology to increase speed, scale, and efficiency. Generative and agentic AI represent the next most consequential
Leaders de la pensée
Total Portfolio Approach: The Operational Reality
Prior chapters in the Total Portfolio Approach (TPA) series explored the key challenges organizations face and the operational approaches they can take to support a
2026 Investment Performance, Risk, and Attribution Vendor Landscape
Trends in Performance, Risk, and Attribution Systems Introduction While a few years have passed since Meradia’s last Performance Vendor Landscape article, many of its stated
After-Tax Benchmarking: Developing an Industry Standard to Level the Playing Field
After-tax benchmarks are increasingly critical for evaluating investment performance for taxable investors. While after-tax portfolio returns are well defined under existing standards, the development of
From the Next Generation Operating Model to the AI Operating Model
Executive Summary AI is no longer a tooling question for investment firms. It is an operating-model question. The firms that win will redesign work, decisions, controls, and
Building Backwards: Delivering Total Portfolio Attribution, Analytics, and Liquidity
At its core, the Total Portfolio Approach (TPA) demands that firms consistently generate three outcomes: total portfolio attribution, integrated analytics, and forward-looking, total portfolio level