Expertise: All Meradia

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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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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Understanding the Divide Between Multi Asset Classes and Total Portfolio View

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 Complexity, fragmented data, and outdated systems contribute to inefficiencies, heightened risk, and strained collaboration between operations and portfolio management teams.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,

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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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Recap of ‘The Reality of Modernizing Investment Operations’ with Meradia and FundGuard

Rethinking Transformation in Investment Management Meradia recently co-hosted a webinar with FundGuard exploring the reality of modernizing investment operations. Too often, “transformation” gets reduced to a technology upgrade, but without addressing underlying operating models, firms risk spending heavily without achieving real long-term value. Meradia’s Chris Cassara and FundGuard’s Kirk Littleton shared how firms can move

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ISITC Securities Operations Conference – Fall 2025 Recap

The 2025 ISITC Fall Forum brought together professionals from across the financial services industry to explore the trends and technologies reshaping operations. Discussions ranged from the explosive growth of private markets to Europe’s complex roadmap to T+1, the shifting stablecoin landscape, and the push toward extended trading hours in the U.S. Despite the breadth of

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Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners

The investment management industry is at a critical juncture. Cloud-native technology, AI-driven analytics, and data-as-a-product models are converging to reshape how firms operate. Those that modernize their data ecosystems will gain agility, scalability, and resilience. Those who don’t risk being left behind by mounting complexity and inefficiency. Meradia’s research and client work demonstrate that investment

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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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