Key Operational Considerations for Crypto Investment Managers

As demand for crypto offerings intensifies, asset managers entering this market are facing new operational challenges that are unique to this emerging asset class. This article highlights regulatory, valuation, performance, and safekeeping aspects of traditional managers’ operations that require a special approach when it comes to digital currencies.

by Natasha Romanova, CIPM, Consultant

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Outsourcing: An Insider’s Framework for Finding the Right Service Provider

Now more than ever, investment managers are outsourcing the responsibility of improving operational efficiency. Service providers taking on this task have enhanced their offerings over the last several years to accommodate the ever-changing complexity of the financial services industry. As such, your firm will need a focused due diligence effort to assess the available options in the marketplace. This includes evaluating the capabilities of different market solutions, the ability to configure versus customize, the overall operational model and, most important, assessing your readiness for the transformation itself. Meradia’s consultants leverage their decades of outsourcing experience to provide a framework for your firm’s next outsourcing project.

by Tom McCorkell, Senior Manager
Jeremy Welch, Manager

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Composites: Considering the New SEC Marketing Rule and the GIPS Standards

The November 4, 2022 deadline for the new SEC Marketing Rule requires firms to create and maintain composites in order to market their performance. Many investment managers are looking to the Global Investment Performance Standards (GIPS®) for guidance and best practices, leading some to consider taking the necessary steps to claim GIPS compliance. Here, we address some of the most frequently asked questions about this process.

by Jonathan A. Boersma, CFA
Natasha E. Romanova, CIPM

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