Author: Josh Levitt

Wealth Management Survey of Meradia

Wealth Management Study: A Survey Prompted by the Radically Evolving Operating Environment

Meradia’s 2020 wealth management survey collates information from interviews with key executives in the industry. The participating firms range from small- to mid-size and specialize in wealth management and trust service and operations. The study surfaces how firms view market trends and potential future challenges and involves deep discussions about their internal operating models.

The final output is designed to give insight to the industry in the form of commentary rather than statistics, gauge how the market is feeling as well as how firms are managing their clients and businesses. The views are based on observations made by the executives who participated.

by Joshua B. Levitt, Principal

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Spending Smart Instead of Spending Big: Maximizing Efficiency in Investment Management by Optimizing Legacy Architecture AND Integrating Agile Methodology

The investment management industry – which relies on efficient processes and interdependent digital technology platforms to remain competitive – must keep pace with the perpetual rapid changes to industry standards and requirements and the technology that governs them. The latest innovations could be in any number of arenas: business processes, machine learning, artificial intelligence or blockchain to name a few. Adopting change is compulsory – lions and tigers and bears, oh my! The variables for a firm to consider include:
* Identifying the current drivers to implement changes
* Choosing the ‘right’ next changes considering the drivers
* Optimizing the implementation of the changes by using Agile methodology
Enlisting qualified strategic consulting partners can be instrumental in successfully spending smart instead of spending big when firms seek to maximize their front-to-back efficiency.

by Joshua B. Levitt, Principal

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OCIO With team of meradia

Outsourced Chief Investment Officer (OCIO): Key Selection Factors

The Outsourced Chief Investment Officer (OCIO) space has grown dramatically during the past decade, with new institutions moving into the market daily offering OCIO services. Plans and endowments are dealing with changing investment mandates, complex market structures, hundreds of investment manager options, and challenges finding talent. Additionally, OCIOs are offering more and building models that support all types of delegated services and clients. For organizations, the number of choices and internal pressures can be daunting and difficult to navigate. The challenges include determining how to work with an OCIO provider, how to find the right fit, and how to implement and incorporate one into your organization. Meradia offers the expertise to help answer those questions, and to lead a successful transition.

by Joshua B. Levitt, Principal

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