Client: Asset Owner

Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change

Today, collaboration and knowledge sharing are more critical than ever. Recently, Meradia’s Laurie Hesketh, CIPM and Mick Cartwright, CIPM joined forces with Ian Hissey and Peter Sherriff from Charles River Development, a State Street Company, for an exclusive knowledge sharing session. Together, these experts explored the challenges and opportunities facing asset owners and investment firms

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3 Best Practices for Building Confidence in Performance Results

Performance data errors do not just create operational rework. They damage client trust, raise regulatory scrutiny, and erode a firm’s reputation. Performance results are not just numbers; they represent a firm’s credibility. Portfolio managers, client reporting, marketing, and compliance all rely on performance results to be accurate, consistent, and durable. Once firms publish results, stakeholders

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From Data to Decisions: Leveraging Your Total Portfolio View

In recent articles, we’ve examined why delivering an effective Total Portfolio View (TPV) is difficult, the data obstacles firms face, and why an Investment Book of Record (IBOR) often plays a key component in constructing your TPV. I’d like to step back and consider the utility a TPV delivers. It is not simply the accumulation

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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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Transformation Tapes, Episode 2: Vendor Selection and Performance System

Just dropped! Episode 2 of Meradia’s Transformation Tapes, an insightful conversation between @Tina and @Jenny, diving deep into performance vendor selection strategies that every performance industry professional needs to hear. Are you making the classic mistake of focusing only on the calculator? Tina breaks down why end-to-end thinking is crucial and shares her unique perspective

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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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IBOR Is Key for Total Portfolio View

We have spent our careers as management consultants focused on investment performance, where a trade-date view is table stakes. The Investment Book of Record (IBOR) feels straightforward to us, so it always surprises us to find clients who resist it. While institutional asset managers have long embraced IBOR, asset owners sometimes meet it with resistance,

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Architect for the End-State: Enable the Total Portfolio View by Design

If you could build your investment organization from the ground up, would you recreate the inefficiencies that plague mature firms today? Too often, firms grow organically, layering systems, processes, and teams in response to immediate needs. This approach may solve short-term challenges but creates long-term operational debt: fragmented infrastructure, inconsistent data, lagging insights, and rising

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