Is RPA the Right Solution to Optimize Your Investment Operations?

The use of Robotics Process Automation (RPA) is on the rise across the financial services industry. Investment operations managers are touting the benefits of using this new technology to reduce headcount, reduce errors, and increase through-put – an operations manager’s dream! Meanwhile, other operations managers are finding themselves in a nightmare situation when they’ve implemented this technology resulting in failed projects and money wasted. To achieve the dream and evade the nightmare, managers need to follow a disciplined approach before deciding which direction to take. This paper provides insights into a proven RPA analysis process used to derive a realistic ROI and successful projects.

by Christine M. Madel, CFA, Principal

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Hedge Fund and Private Equity: Investment Performance Challenges

Alternative Investments create opportunities for investors, and they present unique operational challenges for investment managers. This paper discusses operational challenges associated with investment performance calculations, specifically as they pertain to hedge funds and private equity included in a multi-asset portfolio. Challenges discussed include late pricing, layered fees, exposure reporting, preliminary and final pricing as well as negative valuations. The pros and costs of several valuation methods are also addressed.

by Laurie J. Hesketh, CIPM, PMP, Managing Director

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Performance Reporting Considerations: Environmental, Social and Governance Investment Strategies

Environmental, Social and Governance (ESG) investment strategies and other portfolio management strategies that accentuate societal impact into the investment management process are burgeoning in popularity. Changing attitudes and demographics suggest that clients are increasingly interested in using their investment dollars to make positive impacts.

These new impact strategies challenge traditional investment performance reporting. This article examines the core characteristics of impact investing, barriers to improved performance reporting and tools to navigate this changing landscape.

by Laurie J. Hesketh, CIPM, PMP, Managing Director

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Self-Service Client Reporting: Challenges and Considerations

The risks and challenges presented here within are a sample of factors to consider when evaluating self-service reporting functionality. At the outset, providing electronic access to data seems simple. Layering increased data scrutiny by end-users with regulatory expectations that mimic those included on printed, scripted and static reports is complex. Identifying your firm’s specific challenges and charting a course to overcome them is a worthwhile, rewarding endeavor that will improve relationships with your clients. Meradia has a long history of helping clients with reporting challenges – including self-service reporting.

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Transformation Challenges Facing Insurance Investment Operations

The operations arms of Insurance Investment Managers are experiencing increased activity. With challenges mounting from increased customer expectations, a challenging regulatory environment, and a divergence in the quality and quantity of data between front and back offices; Insurance Investment Managers are looking for new solutions. The software landscape is quickly evolving as the impetus for change has reached critical mass.

During the past two decades, we’ve observed many investment managers, including insurance companies, painfully and expensively deploy human capital rather than address technology gaps to solve their operational challenges. Failure to keep applications and related infrastructure current drives up costs. As firms seek change, experienced resources can dramatically improve outcomes.

by Laurie J. Hesketh, CIPM, PMP, Managing Director
and Lou J. Quattrucci, Director of Sales & Marketing

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