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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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The Next Generation Operating Model: How Data, AI, and Automation Are Transforming Investment Operating Models
A Competitive Imperative for Modern Investment Organizations The modern business landscape is experiencing an unprecedented shift fueled by digital transformation, data proliferation, and artificial intelligence (AI). Organizations that fail to evolve risk obsolescence where data-driven decision-making, automation, and advanced analytics define competitive advantage. At the core of this transformation lies the Next Generation Operating Model
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Event Summary: Virtual Roundtable on Modernization & Transformation for Asset Owners
Meradia hosted an insightful virtual roundtable, bringing together asset management leaders across North America to discuss the challenges and approaches in modernizing operations, strengthening governance, and leveraging technology within Asset Owners. This conversation underscored the collective experience in navigating industry shifts and embraced the collaborative exchange of best practices.
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Silos to Solutions: The Data-Driven Approach to Front-to-Back Transformation
For the past decade, the market seemed to be racing away from multi-vendor best-of-breed implementations towards everyone implementing some type of Front-to-Back solutioning. As discussed in more detail earlier in this series, the primary reason was to reduce costs by simplifying the entire end-to-end process. Their adoption hasn’t occurred at the pace everyone initially thought
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Unlocking the Power of Data with BNY’s Vault: A Q&A with Meradia
Meradia launched a Vendor Spotlight series to engage in open conversations about industry trends and how key products are evolving in response. In this latest installment, Martin Ouellette, Director and Practice Lead for Meradia’s Trading and Investment Operations practice, interviewed Francisco Ceballos, Head of Product, Data & AI for BNY’s Data & Analytics business. Francisco
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Navigating Consolidation and Technological Integration in Financial Services
In the ever-evolving landscape of financial services, the industry is increasingly adopting the approach of acquisitions and advanced technological integration. These trends, driven by a multitude of factors, have profound implications for the industry by altering the strategies and resources required for success in the market. Factors to Consider During Consolidation in Financial Services MARKET
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Mastering the Ripple Effect: Key Strategies to Navigate Financial Transformation Challenges
In the financial industry, the sales process can evoke excitement, apprehension, and optimism, often fueled by the promise of change and new innovative solutions. However, the path to lasting success is fraught with potential challenges that, if not addressed early, can create a significant ripple effect. It’s never too late to tackle these transformational challenges, but the earlier you address them, the smaller you can make your ripple. By focusing on three pivotal stages—the sales process, implementation, and post-go-live, you can mitigate risks, reduce the size of your ripple, and ensure a smooth transition into everyday business operations.
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Charting the Course: Enhancing Performance Through Effective Private Market and External Manager Practices
Asset Owners¹ play a pivotal role in the institutional side of the investment landscape, utilizing capital markets to fulfill the long-term needs of beneficiaries. Their objectives are intricately tied to liquidity requirements and investment horizons, overseen by stakeholders such as Boards, Trustees, and Investment Committees. Given the diverse asset classes involved, a blend of internal
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Meradia’s 2024 Industry Outlook
As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven by transformative technologies with potential to reshape investment operations. At Meradia, we anticipate a dynamic year will continue to unfold, characterized by innovation, regulatory shifts, and strategic opportunities. Reflecting on discussions with my team and
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Operational Challenges of M&A with Jonathan Boersma, CFA | GIPS® 2023
During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers and acquisitions with CFA Institute’s Director of Global Industry Standards Beth Kaiser Schwartz, CFA, CIPM, and Insight Investment’s James O’Leary. View the video here: https://players.brightcove.net/pages/v1/index.html?accountId=1183701590001&playerId=rkcysOOFe&videoId=6339983404112&autoplay=true Jonathan also wrote about the operational challenges of mergers and
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