Watch the Interview Here Meradia’s Director, Head of Data Practice, Brian Buzzelli, sits down for a video interview on key topics in his latest thought leadership paper, “Data Architecture Evolution: Imperative or Extinction?”. Brian will moderate a panel session at A-Team Group’s Data Management Summit on a similar topic in September. Watch to learn answers to questions like: • Who…
…have demonstrated the potential benefits of performing risk computations in a performance calculator. Organizational structure within asset management firms, co-located data and related mathematical constructs present a strong business case advocating the cause. Is it an open and shut case? Look for insights in Part 2. HOW MERADIA CAN HELP Meradia, with its combination of domain experts and technology experience,…
…from needing to understand underlying data structures with easy-to understand business term mapping. Note, both products have reputations for long implementations, though firms considering either should understand this is the result of global clients with complicated implementation needs, not product or service deficiencies. The mantra, “with great flexibility comes great complexity” applies here. Once a unique stand-out in business process…
…in changes to these requirements, which can create challenges for the firm’s compliance program. Failure to comply with regulations can result in fines, reputational damage, and legal liability. Investment management firms need to ensure compliance systems are integrated to ensure that the new firm complies with all the relevant regulations. Each firm likely has different compliance policies and procedures which…
While it’s impossible to know exactly what to expect for the future of the data management and governance industry, research and experience combine to yield what we believe will be the top trends over the coming years. These trends will shape the technology, operations, and performance of nearly every firm in the investment industry in some way. Every investment organization…
…to be 1 for the account scenario and 2 for the account and date case. When it comes to risk, each statistic within an account can be computed independently of another statistic, termed as depth level 3. For example, Sharpe ratio and Treynor ratio can be calculated simultaneously for an account. Furthermore, there are several steps within a risk statistic…
…using market-based indices. For example, the asset owner might choose to compare its diversified global equity portfolio to the MSCI All Country World Index, which tracks global stocks from nearly 3,000 companies across approximately 50 countries. Private asset classes benchmarking is less uniform. To meet investor demands, index providers are rapidly publishing new benchmarks. For example, Private Credit Index options…
…a GIPS® framework enables complete & reliable data for the CIO and risk office. In this final part, we discuss the challenges faced by utilizing conventional models for total fund attribution and recommend a framework that integrates policy weights and process-based attribution. The central issue Comparative performance measurement started with BAI studies in 1968, but attribution analysis itself started with…
…summarizes their relative value. It generates clarity and consensus among stakeholders and sponsors alike. Critical gaps in the selected vendor’s capabilities are explicitly identified and documented, lending a head start to initiatives that may be required to fill them. MERADIA CAN HELP Differential Vendor Analysis uncovers the key decision factors in any vendor search, expediting development and communication of a…
…watching out for “conditional elaboration” in the consultant responses. This can be examined in the proposals or taken up for debate during the live presentation sessions. You should seek out consultants that provide transparent and thoughtful stewardship. PRACTICAL EXAMPLE Let’s illustrate how to go about your consultant search with an example around a specific project. In this scenario, you’re interested…
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