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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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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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Achieve Clarity With Total Portfolio View
The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total portfolio exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment boards
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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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Vendor Spotlight: SimCorp
INTRODUCTION Welcome to the next installment of our Vendor Spotlight Series, featuring SimCorp. At Meradia, where we offer you a window into the world of global vendors and their services. In this edition, Lars-Ole Hansen, Senior Director in SimCorp’s Product Management joins Rich Mailhos, Meradia’s Managing Director and Performance Practice Lead, to discuss SimCorp’s new
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Unlocking GIPS® Compliance Benefits for Asset Owners
Introduction For asset owners, the investment performance function effectively serves the Chief Investment Officer (CIO) and Risk, both of whom have a vested interest in overseeing and optimizing the fund’s total performance and maintaining a cross-asset class view. The lack of access to complete and reliable data from asset class silos can hinder cross-firm evaluations
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Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration
Organizations are increasingly migrating from traditional, internal data storage systems to more dynamic, cloud-based data vaults. This transition is crucial for businesses looking to leverage the vast potential of big data in a modern, data-driven environment. With platforms like BNY Mellon’s Data Vault, State Street Alpha Data Platform, JP Morgan Fusion, and several others, enterprises
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Recap: 2024 Investment Data and Analytics Symposium
Investment Data professionals joined Meradia’s Brian Buzzelli, Mick Cartwright, and Ben Smith in Chicago at the 2024 Investment Data and Analytics Symposium. KEYNOTE SESSION BREAKDOWN Meradia Director, Head of Data Practice Brian Buzzelli, had the honor of introducing a distinguished panel of Chief Data Officers. These industry leaders, Elizabeth Pritchard (Liberty Mutual Investments), Anand Sahasram (Dodge &
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