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For many firms, implementing a modern performance platform such as FactSet Performance Solution is about more than replacing legacy tools. It is an opportunity to improve how performance data is produced, reviewed, and delivered across the organization. One of the key reasons for FPS is its fully customizable solution within a single system to meet
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Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Performance reporting plays a vital part in the investment management process, yet upstream systems rarely deliver the data required to support high-quality returns. As a result, performance operations teams must compensate for these gaps by detecting true issues, conducting root cause analysis, and ensuring proper remediation, all while delivering final results on tight timelines and
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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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The Role of Automation in Operational Efficiency for Asset Managers
Asset managers have always depended on people-intensive processes to handle trading, reporting, reconciliation, and compliance. Those processes once worked, but today they are cracking under the pressure of fee compression, accelerated settlement cycles, and the growing complexity of private markets. What used to be occasional exceptions are now daily operational risks. Automation is no longer
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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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From Wedding Planner to Project Manager: Lessons in Implementation Success
What Weddings Taught Me About Implementations Over the past year, my youngest daughter, along with a team of family members, has been meticulously planning her wedding. They’ve tackled everything from cake tastings and floral arrangements to seating charts. For anyone involved, the process can be intricate and demanding. Reflecting on this, I was reminded of
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Is Artificial Intelligence in Finance the Next Revolution or Gimmick?
“As of March 2025, Artificial Intelligence heavyweight Open AI is valued at $300 Billion. Nvidia Corp, one of the largest facilitators of AI, has surpassed Apple to become the world’s most valuable company. More than 25% of all code at Google is now AI generated.” (Channel Insider, WSJ, Fortune) Though seemingly unbelievable, these headlines are accurate and effectively
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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
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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
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Attribution for Asset Owners
While much has been written about attribution in the context of individual asset classes, the asset owner confronts a much more complex scenario. In the interest of maximizing return/risk payoff (often subject to external mandates, liability streams, and risk constraints), asset owners frequently diversify their total fund amongst multiple asset classes: equity, fixed income, hedged
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