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Tokenization of Financial Assets: Context Tokenization is a buzzword that is used by many in the industry without a single definition or a deep understanding. At its core, tokenization refers to the process of creating a digital representation of an asset on a blockchain or distributed ledger, where each token represents a claim, share, or
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The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Many firms struggle with fragmented processes, duplicative efforts, and stalled transformation initiatives. What may seem like agility at the team level often creates hidden risks, rising costs, and significant barriers to scale. Enterprise solutions such as Total Portfolio View (TPV), Investment Book of Record (IBOR), and centralized analytics platforms are designed to unify organizations through
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2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
In 2026, the competitive gap in asset management will continue to widen between firms that industrialize data and Artificial Intelligence (AI) on cloud-native, interoperable architectures with embedded governance versus firms entrenched in legacy operating models and endlessly piloting on antiquated infrastructure. AI is THE multiplier: it amplifies strengths in clean, governed data, modular platforms, efficient processes, and exposes weaknesses in operating models, including data silos, manual ‘low value’ work, and unclear data ownership.
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Finding the Groove: Data Strategy as Foundation
Is Your Data Strategy Playing in Sync, or Out of Tune? Think about the last time you saw a truly great band. The vocals soared, the guitar solos amazed… but what about the drums and bass? Odds are, you didn’t notice them much, and that’s exactly the point. They set the foundation, creating the groove
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Turning Reconciliation Into a Competitive Advantage
For years, reconciliation has been seen as a control function and a cost. It kept the books aligned but was rarely considered a potential competitive advantage among their peers. That mindset is exactly why many firms now find themselves burdened by outdated tools, fragmented processes, and unreliable data. Reconciliation failures now have front-office consequences. The
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From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
The most powerful ideas often come from unexpected conversations. I had a philosophical dialogue with my partner, an urban designer from Harvard. We discussed how cities are planned not just for the present, but for decades ahead. It struck me: data architecture faces the same challenge. Just as an urban designer balances growth, mobility, and
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Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Turning Innovation into Impact The 2025 Applied AI & Data Roundtable, co-hosted by Meradia and CIBC Mellon, brought together senior leaders from across the Canadian financial industry to exchange candid perspectives on how artificial intelligence is reshaping investment services. Meradia’s representatives included Brian Buzzelli, Martin Ouellette, Rich Mailhos, and Laurie Hesketh. From Possibility to Progress:
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Insights from the A-Team Group’s AI in Capital Markets Summit
The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following
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Escaping Excel Anarchy: The Hidden Problems of Excel
Excel remains a cornerstone tool in financial services due to its accessibility, flexibility, and powerful data manipulation capabilities. Its intuitive interface and widespread adoption empower business users to perform complex calculations, build financial models, and easily generate reports. This accessibility fosters innovation, enabling teams to respond quickly to evolving business needs without waiting for IT
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VIDEO: Transformation Tapes, Episode 1 (Data and the Next Generation Operating Model)
Join Chris Cassara and Andrew R Jacob, CFA, in Episode 1 of Meradia’s Transformation Tapes as they start their conversation and explore how data has evolved from an operational byproduct to a critical competitive lever for investment firms. At Meradia, we recognize that the most successful firms are those where data, technology, and process optimization
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