…is to consolidate or close by 2027³, it is vital that companies view data as an asset. To stay in the game, firms should establish the most efficient modern practices to maximize their return on investment and gain any edge they can against the competition. Meradia’s Expertise in Modern Data Practices Meradia, a trusted leader in investment asset management data…
…to US pension funds, however they are almost exclusively defined contribution programs. They can be government sponsored, associated with specific labor unions, or in a few cases completely independent. Until recently, most members were captive to a single Super along roughly industry union lines; on July 1, 2017 legislation opened the market to allow members free choice in the matter….
…Webinar Meradia’s GIPS and Performance Regulation Practice Lead, Jonathan Boersma, CFA, joined First Rate’s webinar about how firms can adequately prepare operations and technology for the new SEC marketing rule. May 18, 2022 – New York, NY Meradia Senior Manager and Client Experience Practice Lead Tim Jager moderated several panel sessions, including a discussion on leveraging data to create operational…
…leveraged a variety of sources including Bloomberg and IDC. All data gathering, associated validation and distribution were reliant on user-defined, Excel/VBA spreadsheets. To fully understand some of the legacy files, we needed to understand and deconstruct underlying VBA code. Beyond data consumption, storage and usage patterns were also examined to create a complete picture of daily workflows. RESULTS Within the…
…were complex and complicated by the multitude of execution platforms. Some allocations were done in the current OMS while others had to be manually worked out for the retail sponsors. Some orders had to be manually entered to proprietary sponsor platforms. Meradia designed a future-state built on a single OMS and portfolio accounting platform, considering all interfaces to external entities,…
…data gaps, avoiding surprises that would otherwise cause major setbacks to timelines and budgets. Yet even after a thorough PDRA scrubbing, certain types of issues are likely to remain undetected. The PDRA examines a complete set of data elements individually, yet simple inspection alone is unlikely to spot inconsistencies in the complex, temporal and internal relationships among the various input…
A Proof of Concept (PoC) is a crucial step when evaluating new technology. In addition to testing a vendor’s core capabilities, a PoC is an opportunity to confirm the system’s functionality, efficiency, and compatibility with unique business requirements. In previous articles, we’ve discussed the importance of a well-defined PoC scope and documenting the results. In this article, we discuss three…
BACKGROUND A Fortune 500 company’s asset management division retained Meradia to help facilitate the conclusion of a challenging implementation of and conversion to SS&C’s Sylvan Global Performance Measurement and Risk platform. Meradia provided portfolio accounting, performance measurement and testing expertise and identified and troubleshooted errors hindering progress. Issues impacting Sylvan, the data flows, defined acceptance criteria, test scripts and plans,…
…amid the “Shhhh – Dad’s on the phone” comments and trying to remember what was on the menu. These inconveniences, while minor, are becoming less tolerable forms of friction in today’s world of on-demand and instant-everything. As firms examine their client interactions, they must focus on removing these moments of friction. Too often, companies focus resources on streamlining operational components…
…well-implemented BPA/RPA enhance accuracy, but it can also free up valuable team members and allow them to focus on the activities that their specialized knowledge and skill sets bring to the table. BPA’s true power comes to light when combining frequent, multi-step tasks across systems and teams to provide reliable results with quicker turnaround times. Let’s consider a few of…
info@meradia.com
