Client: Asset Managers

We Can't Let AI Break the Rungs on the Career Ladder

We Can’t Let AI Break the Rungs on the Career Ladder

Executive Summary The financial services industry has always embraced technology to increase speed, scale, and efficiency. Generative and agentic AI represent the next most consequential step in that evolution. AI can automate repetitive work, accelerate analysis, improve decision support, and fundamentally reshape operating models. But there is a less obvious critical risk. AI and automation

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earn how AI, integrated platforms, and evolving operating models are transforming investment performance, risk, and attribution technology in Meradia's 2026 Vendor Landscape.

2026 Investment Performance, Risk, and Attribution Vendor Landscape

Trends in Performance, Risk, and Attribution Systems Introduction While a few years have passed since Meradia’s last Performance Vendor Landscape article, many of its stated trends still hold true. Data aggregation, quality control, and governance remain top priorities for clients evaluating performance platforms. Intuitive workflows and strong exception management continue to shape how efficiently operations

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From the Next Generation Operating Model to the AI Operating Model

From the Next Generation Operating Model to the AI Operating Model

Executive Summary  AI is no longer a tooling question for investment firms. It is an operating-model question. The firms that win will redesign work, decisions, controls, and talent fast enough to turn AI from scattered pilots into institutional advantage. Building on Meradia’s Next Generation Operating Model (NGOM), this paper introduces the AI Operating Model (AIOM): the management system that converts

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Why Target Operating Models Fail Before the First Mile

Why Target Operating Models Fail Before the First Mile

For those who know me outside of work, you know I’m a runner and always training for the next race. In distance running, elite athletes don’t start with race day strategy. They start with an honest assessment of current capability. Pace, endurance, recovery, and risk are measured before the plan is set. Organizations rarely apply

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Less Is No Longer More: FactSet’s Performance Solution Rewrites Historical Performance Data Migrations

Less history, less risk. For more than a decade, Meradia approached investment performance implementations with this mantra. Two key assumptions underpinned the “less is more” philosophy: Assumption 1 – Performance implementations become more difficult with longer histories and more granular data. Assumption 2 – The exponential increase in project risk from migrating longer and more

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The Evolution of Meradia’s Approach to Investment Performance Data Migrations

Less history, less risk. For more than a decade, Meradia approached performance implementations with this mantra. Conventional wisdom says to migrate as little historical performance data as possible, because anything more brings unnecessary complexity without a commensurate payoff. This defensive stance was born from hard-won experience. Too many projects became bogged down by large data

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Tokenization Meets Operations: Four Changes That Matter

Introduction Over the past several years, tokenization has moved from a conceptual topic into something firms are actively bringing into production. What once lived mostly in proofs of concept and industry discussion is now starting to operate inside real market infrastructure. At a basic level, tokenization is the process of representing real‑world assets in a

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