info@meradia.com.svg.png){kind=small}
Centre de connaissances
Dernières informations
All
Thought Leaderships
Case Studies
Events
Press Releases
Webinars
Client Journey
thought_leadership
thought leadership
Tokenization Meets Operations: Four Changes That Matter
Client: Asset Managers, Industry Vendors
Priorité de traduction: Facultatif
thought leadership
Architecting for Total Portfolio Approach
Service: Process Design and Change, Solution Design
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
Bridging Two Worlds: The Modern Analyst’s Role in Investment Operations
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Why Transformation Efforts Fail – Why Partnership and Trust Determine Success
Service: Solution Design, Strategy and Roadmap
Priorité de traduction: Facultatif
thought leadership
The Challenges and Complexities Facing Today’s Pension Plans
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
The Case for a Total Portfolio Approach
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
thought leadership
Unlocking GIPS® Compliance Benefits for Asset Owners
Service: Process Design and Change
Expertise: GIPS® Advisory
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
After-Tax Benchmark Methodology
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Priorité de traduction: Facultatif
thought leadership
Transformation Tapes, Episode 3: Collateral Management
Expertise: Derivatives and Collateral
Priorité de traduction: Facultatif
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Priorité de traduction: Facultatif
thought leadership
3 Best Practices for Building Confidence in Performance Results
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Priorité de traduction: Facultatif
thought leadership
From Data to Decisions: Leveraging Your Total Portfolio View
Expertise: All Meradia, Front Office & Portfolio Management
Client: Asset Owner, Insurance
Priorité de traduction: Facultatif
thought leadership
Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
The Role of Automation in Operational Efficiency for Asset Managers
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Priorité de traduction: Facultatif
thought leadership
How Investment Performance Teams Drive Revenue Growth and Retention
Service: Solution Design, Strategy and Roadmap
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Evaluate the Maturity of Your Derivatives Operations
Expertise: Derivatives and Collateral
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Priorité de traduction: Facultatif
thought leadership
Recap of ‘The Reality of Modernizing Investment Operations’ with Meradia and FundGuard
Expertise: All Meradia
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
ISITC Securities Operations Conference – Fall 2025 Recap
Expertise: All Meradia, Derivatives and Collateral
Priorité de traduction: Facultatif
thought leadership
Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners
Service: Vendor Selection
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Vos données sont-elles prêtes pour l’IA?
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Transformation Tapes, Episode 3: Derivatives
Service: Solution Design, Strategy and Roadmap
Expertise: Alternative Investments, Derivatives and Collateral
Priorité de traduction: Facultatif
thought leadership
Même fonds, rendements différents : Expliquer l’écart de TRI
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Transformation Tapes, Episode 2: Vendor Selection and Performance System
Service: Vendor Selection
Priorité de traduction: Facultatif
thought leadership
Naturellement compliqué : Pourquoi les propriétaires d’actifs canadiens ont du mal à atteindre une Vue totale du portefeuille
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Le registre central d’investissement est essentiel à une vue totale du portefeuille
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
The Corporate Actions Conundrum: Why Modernization Is No Longer Optional
Expertise: Investment Accounting
Priorité de traduction: Facultatif
thought leadership
Don’t Just Replace your Legacy Technology, Rethink Your Operations
Priorité de traduction: Facultatif
thought leadership
Insights from the A-Team Group’s AI in Capital Markets Summit
Priorité de traduction: Facultatif
thought leadership
Escaping Excel Anarchy: The Hidden Problems of Excel
Expertise: Data and Digital Transformation
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Architecte pour l’état final : Activer la vue totale du portefeuille par conception
Expertise: Front Office & Portfolio Management, Middle & Back Office Optimization, Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
When Markets Feel Out of Control, Your Operations Shouldn’t Be
Expertise: All Meradia
Priorité de traduction: Facultatif
thought leadership
De la friction à l’harmonie : Repenser les opérations sur dérivés grâce à l’IA
Service: Solution Design, Strategy and Roadmap
Priorité de traduction: Facultatif
thought leadership
VIDEO: Transformation Tapes, Episode 1 (Data and the Next Generation Operating Model)
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
PMAR 2025 Recap: Performance at a Crossroads – Private Markets, AI, and Global Volatility
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
Naviguer dans l’avenir : Moderniser et transformer les technologies et les opérations d’investissement
Expertise: All Meradia
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
From Wedding Planner to Project Manager: Lessons in Implementation Success
Service: Program and Project Management
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Priorité de traduction: Facultatif
thought leadership
Méthodologie hybride des projets : Une nouvelle approche de la mise en œuvre de la performance
Priorité de traduction: Facultatif
thought leadership
L’apprentissage automatique transforme la qualité des données dans les opérations d’investissement : Tendances émergentes et enjeux clés
Priorité de traduction: Facultatif
thought leadership
FIMA USA 2025 Recap with Meradia: The Year of Data Prioritization
Priorité de traduction: Facultatif
thought leadership
ISITC Securities Operations Summit 2025 – Event Recap by Meradia: Shifting Cycles, Smarter Tech, and the Future of Ops
Expertise: Front Office & Portfolio Management
Priorité de traduction: Facultatif
thought leadership
Is Artificial Intelligence in Finance the Next Revolution or Gimmick?
Client: Asset Managers, Wealth Managers
Priorité de traduction: Facultatif
case_study
case study
Client Reporting for Multi-Family Office
Case Study Category: Asset Managers, Client Experience, Family Offices, Solution Design, Strategy & Roadmap, Wealth Managers
case study
End-to-End Process Evaluation for Service Provider
Case Study Category: Middle & Back Office Optimization, Process Design & Change, Service Providers & Outsourcers
case study
Accounting RFP for Multi-Family Office
event
event
State Street Executive Consultant Roundtable
Catégorie: Past Events
Associated Vendors: State Street Alpha
event
CIBC Mellon’s Montreal Year-End Client Reception
Catégorie: Past Events
Associated Vendors: CIBC Mellon
event
A Fresh Look at Confluence: Exclusive Partner Session
Catégorie: Past Events
Associated Vendors: Confluence
event
CIBC Mellon Technology and Innovation Showcase 2025
Catégorie: Past Events
Associated Vendors: CIBC Mellon
event
LIVE WEBCAST: Redefining the Performance Team’s Operating Model
Catégorie: Past Events
Associated Vendors: FactSet
event
CIBC MELLON X MERADIA – APPLIED AI & DATA ROUNDTABLE
Catégorie: Past Events
Associated Vendors: CIBC Mellon
event
Webinar: Reality of Modernizing Investment Operations
Catégorie: Past Events
Associated Vendors: FundGuard
event
Clearwater Analytics Executive Briefing
Catégorie: Past Events
Associated Vendors: Clearwater Analytics
event
CIBC Mellon Annual Governance Summit 2025
Catégorie: Past Events
Associated Vendors: BNY / CIBC
press-release
press-release
Meradia Shortlisted for 2026 FTF News Technology Innovation Award
Catégorie: Press Release
press-release
Meradia Expands North American Footprint with Launch of Canadian Entity (EN)
Catégorie: Press Release
press-release
Meradia Successfully Completes FundGuard Implementation Partner Training Program
Catégorie: Press Release
webinar
client_journey
client journey
System Conversion for a Global Custodial and Service Provider
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Service Providers & Outsourcers
thought leadership
Tokenization Meets Operations: Four Changes That Matter
Client: Asset Managers, Industry Vendors
Priorité de traduction: Facultatif
thought leadership
Architecting for Total Portfolio Approach
Service: Process Design and Change, Solution Design
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
Bridging Two Worlds: The Modern Analyst’s Role in Investment Operations
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Why Transformation Efforts Fail – Why Partnership and Trust Determine Success
Service: Solution Design, Strategy and Roadmap
Priorité de traduction: Facultatif
thought leadership
The Challenges and Complexities Facing Today’s Pension Plans
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
The Case for a Total Portfolio Approach
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
thought leadership
Unlocking GIPS® Compliance Benefits for Asset Owners
Service: Process Design and Change
Expertise: GIPS® Advisory
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
After-Tax Benchmark Methodology
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Priorité de traduction: Facultatif
thought leadership
Transformation Tapes, Episode 3: Collateral Management
Expertise: Derivatives and Collateral
Priorité de traduction: Facultatif
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Priorité de traduction: Facultatif
client journey
System Conversion for a Global Custodial and Service Provider
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Service Providers & Outsourcers
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Expertise: All Meradia
Client: Asset Owner
Priorité de traduction: Facultatif
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Priorité de traduction: Facultatif
thought leadership
3 Best Practices for Building Confidence in Performance Results
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
event
State Street Executive Consultant Roundtable
Catégorie: Past Events
Associated Vendors: State Street Alpha
event
CIBC Mellon’s Montreal Year-End Client Reception
Catégorie: Past Events
Associated Vendors: CIBC Mellon
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Priorité de traduction: Facultatif
thought leadership
From Data to Decisions: Leveraging Your Total Portfolio View
Expertise: All Meradia, Front Office & Portfolio Management
Client: Asset Owner, Insurance
Priorité de traduction: Facultatif
thought leadership
Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
The Role of Automation in Operational Efficiency for Asset Managers
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Priorité de traduction: Facultatif