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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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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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Sticky by Nature: Why Canadian Asset Owners Struggle to Achieve Total Portfolio View
For Canadian pension plans and institutional investors, Total Portfolio View (TPV) refers to a synchronized, near real-time understanding of public and private holdings and exposures across the enterprise. It’s the cornerstone of investment clarity, empowering decisions, strengthening oversight, and unifying front-to-back investment processes. Yet for Canadian asset owners, achieving TPV isn’t just complex; it’s sticky.
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IBOR Is Key for Total Portfolio View
We have spent our careers as management consultants focused on investment performance, where a trade-date view is table stakes. The Investment Book of Record (IBOR) feels straightforward to us, so it always surprises us to find clients who resist it. While institutional asset managers have long embraced IBOR, asset owners sometimes meet it with resistance,
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Don’t Just Replace your Legacy Technology, Rethink Your Operations
Replacing legacy systems isn’t enough. To compete in today’s investment landscape, firms must rethink how people, platforms, and processes work together. In this Q&A, Meradia’s Chris Cassara and John Reilly of FundGuard share how they help asset managers and servicers modernize operations, accelerate implementation, and unlock long-term value. What they cover: Why tech upgrades alone
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