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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
Operational Challenges of M&A with Jonathan Boersma, CFA | GIPS® 2023
During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers
Facing the Challenges of Mergers and Acquisitions
With one in six asset managers expected to be acquired or go out of business in the next five years,
Meradia can help identify gaps in the operations of your middle office functions
Maximizing Value In Asset Management: A Closer Look At Insourced Operations
INVESTMENT OPERATIONS IS AN ASSET, NOT A LIABILITY What is the role of investment operations in asset management? Should asset
Revolutionize Investment Operations With AI-Driven Data Catalogs
Are you looking to stand up or revise a data catalog? Is understanding your data one of your company’s goals
Vital Elements for Effective Execution of a Proof of Concept
A Proof of Concept (PoC) is a crucial step when evaluating new technology. In addition to testing a vendor's core
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
Operational Challenges of M&A with Jonathan Boersma, CFA | GIPS® 2023
During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers
Facing the Challenges of Mergers and Acquisitions
With one in six asset managers expected to be acquired or go out of business in the next five years,
Meradia can help identify gaps in the operations of your middle office functions
Maximizing Value In Asset Management: A Closer Look At Insourced Operations
INVESTMENT OPERATIONS IS AN ASSET, NOT A LIABILITY What is the role of investment operations in asset management? Should asset
Revolutionize Investment Operations With AI-Driven Data Catalogs
Are you looking to stand up or revise a data catalog? Is understanding your data one of your company’s goals
Vital Elements for Effective Execution of a Proof of Concept
A Proof of Concept (PoC) is a crucial step when evaluating new technology. In addition to testing a vendor's core
IBOR and ABOR Needs Assessments and Roadmap for OCIO
BACKGROUND Meradia was engaged by an OCIO with over $25 billion AUM to assess their current IBOR and emerging ABOR
OMS and Portfolio Accounting System Consolidation
BACKGROUND An independent registered investment advisor with over 100 institutional clients retained Meradia to design new operations and technology processes
Legacy Accounting Systems Conversion: Project Management & Analysis
BACKGROUND Our client, a large financial services accounting outsource provider, engaged Meradia to convert an investment manager (the end-client) from
Charles River Implementation Program Lead
BACKGROUND A global OCIO provider with over $100 billion AUM decided to change from a proprietary trading platform to Charles
Pension Fund Performance and Risk Analytics Assessment
BACKGROUND Meradia’s client, a superannuation* fund manager in Australia, needed accurate, timely and consistent data fit for their analytic requirements.
Performance Implementation for Large Insurance Company
BACKGROUND A Fortune 500 company’s asset management division retained Meradia to help facilitate the conclusion of a challenging implementation of
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Featured Posts

Facing the Challenges of Mergers and Acquisitions
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Solving For Scale: Transforming Investment Operations To Meet Rapid Growth                                                    READ MORE

Revolutionizing Investment Operations with AI-Driven Data Catalogs
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Data-Centric KPIs Enable Effective Management of Investment Performance Operations
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Natural Allies: Investment Performance And The Data Office
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Operational Transformations: A Data-Driven Approach
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