info@meradia.com
.svg.png){kind=small}
Knowledge Center
Latest Insights
All
Thought Leaderships
Case Studies
Events
Press Releases
Webinars
Client Journey
thought_leadership
thought leadership
Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
Unlocking GIPS® Compliance Benefits for Asset Owners
Service: Process Design and Change
Expertise: GIPS® Advisory
Client: Asset Owner
Translation Priority: Optional
thought leadership
After-Tax Benchmark Methodology
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Transformation Tapes, Episode 3: Collateral Management
Expertise: Derivatives and Collateral
Translation Priority: Optional
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Translation Priority: Optional
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Translation Priority: Optional
thought leadership
3 Best Practices for Building Confidence in Performance Results
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Translation Priority: Optional
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
From Data to Decisions: Leveraging Your Total Portfolio View
Expertise: All Meradia, Front Office & Portfolio Management
Client: Asset Owner, Insurance
Translation Priority: Optional
thought leadership
Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Optional
thought leadership
The Role of Automation in Operational Efficiency for Asset Managers
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
How Investment Performance Teams Drive Revenue Growth and Retention
Service: Solution Design, Strategy and Roadmap
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Optional
thought leadership
Evaluate the Maturity of Your Derivatives Operations
Expertise: Derivatives and Collateral
Client: Asset Managers
Translation Priority: Optional
thought leadership
Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Translation Priority: Optional
thought leadership
Recap of ‘The Reality of Modernizing Investment Operations’ with Meradia and FundGuard
Expertise: All Meradia
Client: Asset Managers
Translation Priority: Optional
thought leadership
ISITC Securities Operations Conference – Fall 2025 Recap
Expertise: All Meradia, Derivatives and Collateral
Translation Priority: Optional
thought leadership
Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners
Service: Vendor Selection
Client: Asset Managers
Translation Priority: Optional
thought leadership
Is Your Data Ready for AI?
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Transformation Tapes, Episode 3: Derivatives
Service: Solution Design, Strategy and Roadmap
Expertise: Alternative Investments, Derivatives and Collateral
Translation Priority: Optional
thought leadership
Same Fund, Different Returns: Explaining the IRR Gap
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Transformation Tapes, Episode 2: Vendor Selection and Performance System
Service: Vendor Selection
Translation Priority: Optional
thought leadership
Sticky by Nature: Why Canadian Asset Owners Struggle to Achieve Total Portfolio View
Service: Solution Design, Strategy and Roadmap
Expertise: All Meradia
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
IBOR Is Key for Total Portfolio View
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
The Corporate Actions Conundrum: Why Modernization Is No Longer Optional
Expertise: Investment Accounting
Translation Priority: Optional
thought leadership
Don’t Just Replace your Legacy Technology, Rethink Your Operations
Translation Priority: Optional
thought leadership
Insights from the A-Team Group’s AI in Capital Markets Summit
Translation Priority: Optional
thought leadership
Escaping Excel Anarchy: The Hidden Problems of Excel
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Architect for the End-State: Enable the Total Portfolio View by Design
Expertise: Front Office & Portfolio Management, Middle & Back Office Optimization, Performance, Risk & Analytics
Translation Priority: Optional
thought leadership
When Markets Feel Out of Control, Your Operations Shouldn’t Be
Expertise: All Meradia
Translation Priority: Optional
thought leadership
From Friction to Flow: Rethinking Derivatives Operations with AI
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
VIDEO: Transformation Tapes, Episode 1 (Data and the Next Generation Operating Model)
Client: Asset Managers
Translation Priority: Optional
thought leadership
PMAR 2025 Recap: Performance at a Crossroads – Private Markets, AI, and Global Volatility
Expertise: Performance, Risk & Analytics
Translation Priority: Optional
thought leadership
Navigating the Future: Modernizing and Transforming Investment Technology and Operations
Expertise: All Meradia
Client: Asset Managers
Translation Priority: Optional
thought leadership
From Wedding Planner to Project Manager: Lessons in Implementation Success
Service: Program and Project Management
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
Hybrid Project Methodology: A Fresh Approach to Performance Implementations
Translation Priority: Optional
thought leadership
Machine Learning is Transforming Data Quality in Investment Operations: Uncovering the Patterns and Why You Should Care
Translation Priority: Optional
thought leadership
FIMA USA 2025 Recap with Meradia: The Year of Data Prioritization
Translation Priority: Optional
thought leadership
ISITC Securities Operations Summit 2025 – Event Recap by Meradia: Shifting Cycles, Smarter Tech, and the Future of Ops
Expertise: Front Office & Portfolio Management
Translation Priority: Optional
thought leadership
Is Artificial Intelligence in Finance the Next Revolution or Gimmick?
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
ISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways
Expertise: Front Office & Portfolio Management
Client: Asset Managers
Translation Priority: Not needed
thought leadership
InvestOps USA 2025: Key Takeaways on Transformation, Outsourcing, and the AI Reality Check
Service: Strategy and Roadmap
Expertise: All Meradia
Translation Priority: Optional
thought leadership
Operational Controls and Instrumentation: “How Do You Know?”
Expertise: Data and Digital Transformation
thought leadership
Transforming Business Glossaries to Unleash Data Value
Service: Process Design and Change
Expertise: Data and Digital Transformation
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Trends Impacting Investment Operations, Meradia’s 2025 Viewpoint
Expertise: All Meradia
Client: Asset Managers, Asset Owner, Industry Vendors, Insurance, Outsourced Chief Investment Officers, Service Providers & Outsourcers, Wealth Managers
Translation Priority: Optional
case_study
case study
Performance Vendor Selection: RFP and Proof of Concept
Case Study Category: Pension, Performance, Risk & Analytics, Program & Project Management, System Rationalization, Vendor Selection
case study
Client Reporting for Multi-Family Office
Case Study Category: Asset Managers, Client Experience, Family Offices, Solution Design, Strategy & Roadmap, Wealth Managers
case study
IBOR and ABOR Needs Assessments and Roadmap for OCIO
Case Study Category: Investment Accounting, Outsourced Chief Investment Officers (OCIO), Solution Design, Strategy & Roadmap
case study
End-to-End Process Evaluation for Service Provider
Case Study Category: Middle & Back Office Optimization, Process Design & Change, Service Providers & Outsourcers
case study
Accounting RFP for Multi-Family Office
event
event
State Street Executive Consultant Roundtable
Category: Past Events
Associated Vendors: State Street Alpha
event
CIBC Mellon’s Montreal Year-End Client Reception
Category: Past Events
Associated Vendors: CIBC Mellon
event
A Fresh Look at Confluence: Exclusive Partner Session
Category: Past Events
Associated Vendors: Confluence
event
CIBC Mellon Technology and Innovation Showcase 2025
Category: Past Events
Associated Vendors: CIBC Mellon
event
LIVE WEBCAST: Redefining the Performance Team’s Operating Model
Category: Past Events
Associated Vendors: FactSet
event
CIBC MELLON X MERADIA – APPLIED AI & DATA ROUNDTABLE
Category: Past Events
Associated Vendors: CIBC Mellon
event
Webinar: Reality of Modernizing Investment Operations
Category: Past Events
Associated Vendors: FundGuard
event
Clearwater Analytics Executive Briefing
Category: Past Events
Associated Vendors: Clearwater Analytics
press-release
press-release
Meradia Expands North American Footprint with Launch of Canadian Entity (EN)
Category: Press Release
press-release
Meradia Successfully Completes FundGuard Implementation Partner Training Program
Category: Press Release
client_journey
client journey
System Conversion for a Global Custodial and Service Provider
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Service Providers & Outsourcers
thought leadership
Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
Unlocking GIPS® Compliance Benefits for Asset Owners
Service: Process Design and Change
Expertise: GIPS® Advisory
Client: Asset Owner
Translation Priority: Optional
thought leadership
After-Tax Benchmark Methodology
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Transformation Tapes, Episode 3: Collateral Management
Expertise: Derivatives and Collateral
Translation Priority: Optional
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Translation Priority: Optional
client journey
System Conversion for a Global Custodial and Service Provider
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Service Providers & Outsourcers
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Translation Priority: Optional
thought leadership
3 Best Practices for Building Confidence in Performance Results
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Translation Priority: Optional
event
State Street Executive Consultant Roundtable
Category: Past Events
Associated Vendors: State Street Alpha
event
CIBC Mellon’s Montreal Year-End Client Reception
Category: Past Events
Associated Vendors: CIBC Mellon
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
From Data to Decisions: Leveraging Your Total Portfolio View
Expertise: All Meradia, Front Office & Portfolio Management
Client: Asset Owner, Insurance
Translation Priority: Optional
thought leadership
Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Optional
thought leadership
The Role of Automation in Operational Efficiency for Asset Managers
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
How Investment Performance Teams Drive Revenue Growth and Retention
Service: Solution Design, Strategy and Roadmap
Expertise: Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Optional
thought leadership
Evaluate the Maturity of Your Derivatives Operations
Expertise: Derivatives and Collateral
Client: Asset Managers
Translation Priority: Optional
thought leadership
Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Translation Priority: Optional
thought leadership
Recap of ‘The Reality of Modernizing Investment Operations’ with Meradia and FundGuard
Expertise: All Meradia
Client: Asset Managers
Translation Priority: Optional
event
A Fresh Look at Confluence: Exclusive Partner Session
Category: Past Events
Associated Vendors: Confluence
event
CIBC Mellon Technology and Innovation Showcase 2025
Category: Past Events
Associated Vendors: CIBC Mellon
event
LIVE WEBCAST: Redefining the Performance Team’s Operating Model
Category: Past Events
Associated Vendors: FactSet