info@meradia.com
Executive Summary Despite broad adoption of digital technology across investment operations, corporate actions processing remains one of the most manual, error-prone functions in the industry. Complexity, fragmented data, and outdated systems contribute to inefficiencies, heightened risk, and strained collaboration between operations and portfolio management teams. As the demand for timely elections and accurate reporting grows,
Read Full Article
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
Read Full Article
Trends Impacting Investment Operations, Meradia’s 2025 Viewpoint
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