The concept of a Performance Book of Record (PBOR) has continued to evolve across the investment management industry. This paper, which was featured in the Journal of Performance Measurement, outlines the state of PBOR today and why it can help firms leverage enterprise data for future growth.
by Richard E. Mailhos, Principal and Investment Performance Practice Lead
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Has your outsource solution lived up to its expectations? Have real-world problems with integration and the production environment simply shifted bottlenecks or errors to new areas? Key operational components and workflows are the lifeblood of any large organization. But when decisions to outsource were made years or even decades ago, the criteria becomes dated and inapplicable. Don’t overlook these three signs it’s time to re-evaluate your outsource solution.
by Benjamin P. Smith, Client Partner…
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The risks and challenges presented here within are a sample of factors to consider when evaluating self-service reporting functionality. At the outset, providing electronic access to data seems simple. Layering increased data scrutiny by end-users with regulatory expectations that mimic those included on printed, scripted and static reports is complex. Identifying your firm’s specific challenges and charting a course to overcome them is a worthwhile, rewarding endeavor that will improve relationships with your clients. Meradia has a long history of helping clients with reporting challenges – including self-service reporting.
by Laurie J. Hesketh, CIPM, PMP, Managing Director
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Meradia has observed a strong uptick in activity around Multi-Asset Class (MAC) investment products and strategies. We see managers across the globe expanding current MAC offerings and introducing new ones; consequently, generating demand for new support around analytic methodologies, data, and technology.
This series explores our view of the MAC phenomenon in depth, from origins to solutions. In our first of three installments, we looked at market and industry trends that seem to be driving the evolution of MAC toward more sophisticated strategies and methods. In this second installment, we examine the MAC investment process itself: What are the methods and practices that successful MAC managers employ, and how do these distinguish MAC from more traditional approaches?
by Mark R. David, CFA, Director of Performance, Risk & Analytics
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