info@meradia.com
SUMMARY A modern Target Operating Model in investment management is no longer a “nice to have” but a necessity in an increasingly competitive, data-driven, and highly regulated landscape. Firms cannot cut their way to success in the marketplace as technological innovation and operational efficiency is the source of future outperformance relative to peers. Firms who
Read Full Article
Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks
PREFACE Jose Michaelraj CIPM, CAIA, a Senior Manager at Meradia, specializes in optimizing performance operations and technology for asset managers, asset owners, and custodians. With deep expertise in modern data management techniques, Jose has reorganized performance processes, assessed attribution platforms, and developed a pattern recognizing validation tool. Jose frequently writes about bridging business needs with
Read Full Article
The Next Generation Operating Model: How Data, AI, and Automation Are Transforming Investment Operating Models
A Competitive Imperative for Modern Investment Organizations The modern business landscape is experiencing an unprecedented shift fueled by digital transformation, data proliferation, and artificial intelligence (AI). Organizations that fail to evolve risk obsolescence where data-driven decision-making, automation, and advanced analytics define competitive advantage. At the core of this transformation lies the Next Generation Operating Model
Read Full Article
The Customization Conundrum: Navigating the Challenges of OTC Derivatives
In the ever-evolving world of finance, over-the-counter (OTC) derivatives are the hidden gems within portfolios of savvy managers, offering both complexity and opportunity. Initially developed to meet specific hedging needs, OTC derivatives have grown significantly in both volume and importance, now playing a crucial role in global finance. These instruments offer the unique ability to
Read Full Article
Silos to Solutions: The Data-Driven Approach to Front-to-Back Transformation
For the past decade, the market seemed to be racing away from multi-vendor best-of-breed implementations towards everyone implementing some type of Front-to-Back solutioning. As discussed in more detail earlier in this series, the primary reason was to reduce costs by simplifying the entire end-to-end process. Their adoption hasn’t occurred at the pace everyone initially thought
Read Full Article
Change Management: Forgotten? Afterthought? Or Strategic Investment for Success?
INTRODUCTION The significance of change management cannot be overstated in today’s evolving business landscape. Do you genuinely value change management? How do you effectively drive change? What strategies do you employ to ensure success? Often, organizations miss the crucial opportunity to integrate change management at the optimal stage of their projects. When the tide of
Read Full Article
Unlocking the Power of Data with BNY’s Vault: A Q&A with Meradia
Meradia launched a Vendor Spotlight series to engage in open conversations about industry trends and how key products are evolving in response. In this latest installment, Martin Ouellette, Director and Practice Lead for Meradia’s Trading and Investment Operations practice, interviewed Francisco Ceballos, Head of Product, Data & AI for BNY’s Data & Analytics business. Francisco
Read Full Article
Bridging Resource Gaps for Successful Investment Performance Implementations
When clients and vendors share responsibility in system implementations, what is at risk of being overlooked? The delineation of duties between clients and vendors can be ambiguous. Resourcing gaps arise when one party assumes that the other party is responsible for a task. These gaps become apparent only after project teams and stakeholders have experienced
Read Full Article
The Front-to-Back Operation Movement in Investment Process: Evolution and Integration
In recent years, the asset management industry has undergone a noteworthy evolution towards a “Front-to-Back” (F2B) movement. While this concept is not entirely new, it has historically been dominated by a single provider for over a decade. The primary driving force behind this evolution is the realization among Asset Managers that their legacy fee structures
Read Full Article
Navigating Consolidation and Technological Integration in Financial Services
In the ever-evolving landscape of financial services, the industry is increasingly adopting the approach of acquisitions and advanced technological integration. These trends, driven by a multitude of factors, have profound implications for the industry by altering the strategies and resources required for success in the market. Factors to Consider During Consolidation in Financial Services MARKET
Read Full Article