…add controls quickly magnifies, resulting in excess and unmanageable controls. Applying a manual control is unquestionably a simple and effective tool providing the hypothetical ‘safety net’ your compliance team prefers. Although it seems like the de facto solution, it is vital to remember that controls are not free; there is always an associated cost. An over-saturated controls framework can complicate…
…Meradia experts focus on data quality, integration, and provenance to ensure surprise-free implementation and efficient operational transformations. Meradia’s consultants and subject matter experts have extensive experience helping asset managers through the entire solution development cycle, from designing bespoke attribution methodologies to user acceptance testing and new performance operating procedures. We are intimately familiar with available vendor solutions and can guide…
…not respond to clients’ most complex issues favorably. Some common, canned responses from professional service team members include: “We will contact the product development team and submit an enhancement request.” “This is a bug; the fix will be released in a future version.” “The methodology requested is not standard and is a one-off not typically followed in the industry.” Professional…
…then updating with final values becomes a differentiator, not a chore. On top of this, we find that many OCIOs and wealth management firms are likely reporting on assets that are outside their advisement—such as legacy or held away assets—to provide a holistic picture of their clients’ portfolios. While necessary, it can compound the complexity associated with reporting and, unfortunately…
…Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers and acquisitions with CFA Institute’s Director of Global Industry Standards Beth Kaiser Schwartz, CFA, CIPM, and Insight Investment’s James O’Leary. View the video here: https://players.brightcove.net/pages/v1/index.html?accountId=1183701590001&playerId=rkcysOOFe&videoId=6339983404112&autoplay=true Jonathan also wrote about the operational challenges of mergers and acquisitions in his latest whitepaper. Read more: https://meradia.com/thought-leadership/facing-the-challenges-of-mergers-and-acquisitions/…
…firms. A good example of this is custody position reconciliations. The second outsourcing wave started with the recovery after the dot-com crash and outsourced a collection of distinct – but related – processes giving rise to the age of integrated automation. Having built their competence around multiple applications, outsourcing vendors gained subject matter expertise to handle the entire function. Extending…
…✅ How achieving efficiency at scale becomes possible through a proven operational framework ✅ How to optimize the four pillars of efficient operating models ✅ How Meradia’s proven framework enables strategic and sustainable growth for asset managers Read the full article here: https://meradia.com/thought-leadership/solving-for-scale-transforming-investment-operations-to-meet-rapid-growth/ Moderator: Jonathan Boersma, CFA Panelists: George Hogan, CFA, FRM, Ambika D’Souza, CSPO, CIPM, and Sean Murray…
…scale for even greater value. The industry is much more focused on the operational investment datasets versus the farther-reaching information that exists all around the environment, including information sets from sales, finance, client interactions, communications, competitive analysis, transfer agency, broker-dealer, marketing, Request for Proposal (RFP) repositories, and the list goes on. Perhaps this data could provide a view of trends…
…offer concrete project management value. This includes: Setting a proper plan for all activities with an estimated duration to reach the finish line Creating a budget inclusive of all project activities. For example, an initiative that may take one meeting to address should really have two additional “buffer” meetings to accommodate schedule changes or prolonged decision-making Holding meetings on the…
…to: Analyze new sources of data from both acquired firms Design and lead construction of the processes to load the positions and transactions into Eagle Data Management Test and implement the solutions to provide accurate combined data reporting of the acquired assets along with existing assets in the same unique format that the client required RESULTS Meradia’s knowledge of the…
info@meradia.com
