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Thought Leaderships
Case Studies
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Client Journey
thought_leadership
thought leadership
Total Portfolio Approach: The Operational Reality
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
2026 Investment Performance, Risk, and Attribution Vendor Landscape
Service: Strategy and Roadmap, System Rationalization
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
After-Tax Benchmarking: Developing an Industry Standard to Level the Playing Field
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
thought leadership
From the Next Generation Operating Model to the AI Operating Model
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Building Backwards: Delivering Total Portfolio Attribution, Analytics, and Liquidity
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
Why Target Operating Models Fail Before the First Mile
Expertise: All Meradia
Priorité de traduction: Facultatif
thought leadership
The Investment Data Behind a Total Portfolio Approach
Expertise: Front Office & Portfolio Management, Middle & Back Office Optimization, Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
Less Is No Longer More: FactSet’s Performance Solution Rewrites Historical Performance Data Migrations
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
The Evolution of Meradia’s Approach to Investment Performance Data Migrations
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Meradia’s Playbook for a Successful FactSet Performance Solution Implementation
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
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
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
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
Networking Dinner & Drinks | Hosted by Meradia & BNY
Catégorie: Upcoming Events
Associated Vendors: BNY
event
RBCIS Ideas & Insights: Data-Driven Investment Operations
Catégorie: Past Events
Associated Vendors: RBC
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
F2 Strategy fait l’acquisition de Meradia pour élargir ses solutions évolutives
Catégorie: 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
Total Portfolio Approach: The Operational Reality
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
2026 Investment Performance, Risk, and Attribution Vendor Landscape
Service: Strategy and Roadmap, System Rationalization
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
After-Tax Benchmarking: Developing an Industry Standard to Level the Playing Field
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Priorité de traduction: Facultatif
event
Networking Dinner & Drinks | Hosted by Meradia & BNY
Catégorie: Upcoming Events
Associated Vendors: BNY
thought leadership
From the Next Generation Operating Model to the AI Operating Model
Client: Asset Managers, Asset Owner
Priorité de traduction: Facultatif
thought leadership
Building Backwards: Delivering Total Portfolio Attribution, Analytics, and Liquidity
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Owner, Pension
Priorité de traduction: Facultatif
thought leadership
Why Target Operating Models Fail Before the First Mile
Expertise: All Meradia
Priorité de traduction: Facultatif
thought leadership
The Investment Data Behind a Total Portfolio Approach
Expertise: Front Office & Portfolio Management, Middle & Back Office Optimization, Performance, Risk & Analytics
Priorité de traduction: Facultatif
thought leadership
Less Is No Longer More: FactSet’s Performance Solution Rewrites Historical Performance Data Migrations
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
The Evolution of Meradia’s Approach to Investment Performance Data Migrations
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Priorité de traduction: Facultatif
thought leadership
Meradia’s Playbook for a Successful FactSet Performance Solution Implementation
Expertise: Performance, Risk & Analytics
Priorité de traduction: Facultatif
event
RBCIS Ideas & Insights: Data-Driven Investment Operations
Catégorie: Past Events
Associated Vendors: RBC
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
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