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Performance Vendor Selection: RFP and Proof of Concept
…and monitored workshops that allowed client users to directly test complex configurations and complete operational use cases. Tracking the status of vendor proofs and solution recommendations proved critical to prepare the client for a confident decision-making process and a rapid transition to implementation. RESULTS Meradia’s methodology empowered our client to confidently select a vendor based on a detailed RFP scoring…
Outsourced Chief Investment Officer (OCIO): Key Selection Factors
…portfolios cannot be overseen with limited internal resources. Many OCIO providers specialize in alternative assets such as hedge funds, private equity, and venture capital to provide sophisticated solutions for plans. They have open accessibility to research people and data, including direct client web access to databases and research reports. OCIOs can implement and support alternative assets. Staff can be difficult…
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…Assessment Comprehensive process to match potential vendors to defined needs ” content_last_edited=”on|phone” _builder_version=”4.24.0″ _module_preset=”default” custom_margin=”-17px||||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”10px||||false|false” custom_padding_tablet=”|||100px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|tablet” text_orientation_tablet=”” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}”] Vendor Assessment Comprehensive process to match potential vendors to defined needs [et_pb_text content_tablet=” Competitive Assessment For both industry and vendors – targeted comparisons with peer groups ” content_phone=” Competitive Assessment For both industry and…
U.S. ESG Disclosure Rules Are Coming. Here Are 3 Key Challenges for Investment Managers
…may be difficult as there are multiple ESG reporting standards and frameworks in existence, such as SASB, GRI, TCFD, IIRC, NFRD, and SFDR. If your company implements multiple standards, you may be challenged with the many different interpretations of data and metrics that produce differing classifications or requirements. For example, deciding whether nuclear power companies are considered green or sustainable…
End-to-End Process Evaluation for Service Provider
BACKGROUND A leading global provider of integrated solutions for institutional asset managers engaged Meradia to document operating procedures. As a service vendor to the industry this firm was asked by existing clients, sales prospects and regulatory bodies to provide comprehensive documentation to substantiate business practices as part of due diligence exercises. Existing documentation was fragmented, incomplete and inconsistent from team…
Enhancing Efficiency in Corporate Actions for OTC Derivatives
…position equivalent to 21% of a given utility company to match the exposure on a variety of their index funds. Under the Federal Energy Regulatory Commission, the asset manager’s aggregate position cannot exceed 20% of the outstanding voting securities for a public utility¹. Many firms have a lower internal threshold to ensure compliance, such as 18% of voting securities as…
Reap More Value From Data in Operational Transformations
…transformations. It emphasized the importance of creating a comprehensive data inventory during current state assessments¹. As one would expect, a data-driven approach captures a lot of data. Not all of it is valuable, though. Mining data to gain intelligence happens through several stages. Raw data becomes meaningful info with connected relationships. Patterns of information reveal knowledge. Synthesized knowledge is wisdom….
Data Mesh – Investment Industry Trend or Unicorn?
…recognize that you own the layer and all the code and kit. Thus, it requires proper IT governance and support as a critical component of your data ecosystem. It’s not free. We believe there are important prerequisites to successfully implementing a data mesh architecture: Having complete buy-in and support from top to bottom A legacy data management structure that is…
Implementation Handbook: Capturing PoC Insights for Future Implementation
…for use-case scenarios provide clarity and align expectations among all stakeholders, contributing to a collective vision of the project’s end goals. Components of an Implementation Handbook The implementation handbook serves as a repository for all aspects of the PoC. It ideally includes the defined scope, expected outcomes, systems modules to be tested, use-case scenarios, scoring methodology to determine pass or…