Perspectives – Thought Leadership | Meradia

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Charting the Course: Enhancing Performance Through Effective Private Market and External Manager Practices
Asset Owners¹ play a pivotal role in the institutional side of the investment landscape, utilizing capital markets to fulfill the
The AI Revolution: Must-Knows for Financial Operations Leaders
The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining
Meradia’s 2024 Industry Outlook
As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven
Secrets to Successful Data Transformation Strategies
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front
Data Mesh – Investment Industry Trend or Unicorn?
Recently, we attended a financial data industry event and listened to one company after another share their experiences in their
UAT for Performance Transformations Is Notoriously Difficult. It Doesn’t Need To Be.
User Acceptance Testing (UAT) can throw projects into a frustrating and mind-numbing stall, which is catastrophic to any transformation. The
Charting the Course: Enhancing Performance Through Effective Private Market and External Manager Practices
Asset Owners¹ play a pivotal role in the institutional side of the investment landscape, utilizing capital markets to fulfill the
The AI Revolution: Must-Knows for Financial Operations Leaders
The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining
Meradia’s 2024 Industry Outlook
As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven
Secrets to Successful Data Transformation Strategies
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front
Data Mesh – Investment Industry Trend or Unicorn?
Recently, we attended a financial data industry event and listened to one company after another share their experiences in their
UAT for Performance Transformations Is Notoriously Difficult. It Doesn’t Need To Be.
User Acceptance Testing (UAT) can throw projects into a frustrating and mind-numbing stall, which is catastrophic to any transformation. The
Performance Vendor Selection: RFP and Proof of Concept
BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform. After years of
Client Reporting for Multi-Family Office
BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing
Integration into Eagle Data Management System
BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm
Market and Competitive Analysis for Software Provider
BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving
Enterprise Transformation for Wealth Manager
BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the
Client Journey Optimization Leveraging Design Thinking
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management firm to map and refine their client experience from initial
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Natural Allies: Investment Performance And The Data Office
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