Re-Engineering Karnosky-Singer: Utility, Versatility and Insight for Practical Multi-currency Management

…separately measured effects. In their examples; however, they combined these variously to report on only three. Consequently, most attribution implementations also support only these three effects, denying managers granularity and the ability to combine along different axes, telling a story aligned with their proprietary investment process. Another assumption of KS which does not compare well with investment reality is that…

Cookies Policy

…this Cookies Policy) refers to Meradia Group, Inc., 119 North High Street, West Chester, PA 19380. · Cookies means small files that are placed on Your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses. · Website refers to Meradia.com, accessible from https://meradia.com/ · You means…

Performance Reporting Considerations: Environmental, Social and Governance Investment Strategies

…They may even include goals affecting individual communities. The popularity of ESG investments has risen sharply as firms commit more resources to meet the increasing needs of a diverse investment clientele who are interested in using their investments to make positive impacts. With this growing investment class comes a need to reevaluate performance reporting considerations since ESG investments have more…

2022 Industry Outlook: Investment Performance

…private market cash flows as these are commonly high-risk or non-repeatable functions. Common practices suggest that managers should leverage custodial data and vendor technology to enable internal staff to shed “commoditized functions” allowing them to instead focus on the core value-added services. Performance measurement and attribution analysis may be too critical to hand off entirely to a third party when…

Building a Resilient Data Strategy: Learning from UniSuper’s Google Cloud Incident

…knowledge and ability of those who previously weathered these storms. APPENDIX Statista. (2024, December). Global state of data analytics investment from 2019 to 2022. Retrieved from https://www.statista.com/statistics/1453262/global-state-of-data-analytics-investment/ The Guardian. (2024, May 9). UniSuper and Google Cloud issue account access [News article]. Retrieved from https://www.theguardian.com/australia-news/article/2024/may/09/unisuper-google-cloud-issue-account-access Amazon Web Services. (2022, April 1). Disaster recovery workloads on AWS [White paper]. Retrieved from https://docs.aws.amazon.com/pdfs/whitepapers/latest/disaster-recovery-workloads-on-aws/disaster-recovery-workloads-on-aws.pdf#what-is-a-disaster…

Key Operational Considerations for Crypto Investment Managers

…as “closing” value, but others may use midnight local time, arguably preventing prospective clients from making an apples-to-apples comparison of track records from different managers for similar strategies. PERFORMANCE Several features unique to crypto can present challenges to performance calculations. Airdrops, for example, involve blockchain-based projects and developers sending out free tokens to members of their communities in a bid…

Unlocking the Power of Data with BNY’s Vault: A Q&A with Meradia

Meradia launched a Vendor Spotlight series to engage in open conversations about industry trends and how key products are evolving in response. In this latest installment, Martin Ouellette, Director and Practice Lead for Meradia’s Trading and Investment Operations practice, interviewed Francisco Ceballos, Head of Product, Data & AI for BNY’s Data & Analytics business. Francisco Ceballos oversees the vision, strategy,…

Top 3 Reasons Why Asset Owners Should Claim GIPS® Compliance

…shows a commitment to best practices and good governance. Furthermore, if an asset manager requires its external managers to be GIPS-compliant, it shows they are holding themselves accountable to the same high standard. “The GIPS standards allow firms to demonstrate that investment performance reporting meets globally accepted ethical best practices,” said Robert Paterson, Investment Manager at CalPERS. “As an asset…

Operational Transformations: A Data-Driven Approach

…following paper in our series, where Andrew Jacob, CFA, discusses the importance and benefits of performance-led governance initiatives. REFERENCES ¹Why Transformations Fail – John P Kotter, Harvard Business Review, 1995. https://hbr.org/1995/05/leading-change-why-transformation-efforts-fail-2 Accessed on 06/05/2023. ²Why so Many Digital Transformations Fail – Thomas H. Davenport and George Westerman. https://www.nutanix.com/content/dam/nutanix-cxo/pdf/Why%20So%20Many%20High-Profile%20Digital%20Transformations%20Fail.pdf, Accessed on 06/01/023. ³Early Strategic Assessment – Mckinsey. https://www.mckinsey.com/capabilities/transformation/our-insights/early-strategic-assessment-a-conversation-with-kevin-laczkowski, Accessed on 05/23/2023….

Purchasing a New Trading Platform? Don’t Overlook These Key Requirements

…MERADIA CAN HELP Between a crowded vendor landscape and complex internal processes, evaluating new trading platforms can feel like a daunting task for front-office teams who are focused incessantly on the markets and client portfolios. Meradia’s consultants are intimately familiar with front-office practices, analytics, data and technology and can streamline your next vendor search and platform implementation with minimal invasiveness….

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