Author: Meradia Consultant

ISITC Securities Operations Conference – Fall 2025 Recap

The 2025 ISITC Fall Forum brought together professionals from across the financial services industry to explore the trends and technologies reshaping operations. Discussions ranged from the explosive growth of private markets to Europe’s complex roadmap to T+1, the shifting stablecoin landscape, and the push toward extended trading hours in the U.S. Despite the breadth of

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Is Your Data Ready for AI?

Currently, AI is featured in headlines, boardrooms, conference agendas, and nearly every strategic roadmap. The pressure to act is growing, but amid the momentum, one truth often gets lost . AI’s value depends on the integrity of the foundation upon which it’s built. Artificial intelligence is advancing rapidly, but its success isn’t about chasing every

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Same Fund, Different Returns: Explaining the IRR Gap

“Why did my investment underperform the fund?” It’s an uncomfortable question, and one that private fund managers are hearing more often. As investor-level performance reporting becomes more common alongside traditional fund-level Internal Rate of Return (IRRs), a growing truth has come into focus: the same fund can deliver materially different outcomes to different investors. Increasing

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Sticky by Nature: Why Canadian Asset Owners Struggle to Achieve Total Portfolio View

For Canadian pension plans and institutional investors, Total Portfolio View (TPV) refers to a synchronized, near real-time understanding of public and private holdings and exposures across the enterprise. It’s the cornerstone of investment clarity, empowering decisions, strengthening oversight, and unifying front-to-back investment processes.  Yet for Canadian asset owners, achieving TPV isn’t just complex; it’s sticky.

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Insights from the A-Team Group’s AI in Capital Markets Summit

The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following

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When Markets Feel Out of Control, Your Operations Shouldn’t Be

How Operational Agility Creates Confidence in Uncertain Times When headlines drive markets and uncertainty becomes the norm, management teams can feel like control is slipping away. But one thing remains firmly within your reach: your operational foundation. At Meradia, we view a well-structured, agile operation not as a necessity but as a source of confidence,

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Uncovering the Patterns and Why You Should Care

Machine Learning is Transforming Data Quality in Investment Operations: Uncovering the Patterns and Why You Should Care

From an early age, we are trained to recognize consistencies and breaks in patterns, spotting similarities and identifying differences. Whether learning to read, identifying objects in nature, or recognizing faces, pattern recognition is ingrained within us. This ability extends beyond daily life and into highly technical fields. Radiologists, for instance, analyze X-rays and scans, searching

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ISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways

The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency, and strategic partnerships

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InvestOps USA 2025: Key Takeaways on Transformation, Outsourcing, and the AI Reality Check

INTRODUCTION InvestOps USA 2025 brought together 950+ industry leaders to discuss the latest trends in investment operations, covering outsourcing, transformation, and the ever-present data challenges. Conversations with vendors, clients, and panelists highlighted key themes that will shape decision-making this year. Outsourcing: Shifting from Transactions to Partnerships One of the biggest shifts in outsourcing is the

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