As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven by transformative technologies with potential to reshape investment operations. At Meradia, we anticipate a dynamic year will continue to unfold, characterized by innovation, regulatory shifts, and strategic opportunities. Reflecting on discussions with my team and clients, it became apparent that several key topics were consistently top of mind. Here is a summary of the trends driving change across the investment management industry today.
by Laurie Hesketh, CIPM, PMP
Richard Mailhos