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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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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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Change Management: Forgotten? Afterthought? Or Strategic Investment for Success?
INTRODUCTION The significance of change management cannot be overstated in today’s evolving business landscape. Do you genuinely value change management? How do you effectively drive change? What strategies do you employ to ensure success? Often, organizations miss the crucial opportunity to integrate change management at the optimal stage of their projects. When the tide of
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Data Architecture Evolution: Imperative…or Extinction?
As regulatory pressures continue to increase, customer expectations evolve, and competition intensifies, financial institutions are under increasing pressure to innovate and transform their operations. At the heart of this transformation is data architecture – the foundation upon which financial institutions build their businesses. Industry Challenges and Opportunities Traditional financial data architectures, built around on-premises data
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Building a Resilient Data Strategy: Learning from UniSuper’s Google Cloud Incident
DATA STRATEGY IS MORE IMPORTANT THAN EVER, BUT MANY OVERLOOK THE “LESS SEXY” COMPONENTS Across Fortune 1000 companies, nearly 88% identified investments in data and analytics as a top organizational priority in 2023, with over 82% of organizations saying they are increasing that investment (Statista, 2024). The message is simple. Enterprise data strategies are critical
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Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration
Organizations are increasingly migrating from traditional, internal data storage systems to more dynamic, cloud-based data vaults. This transition is crucial for businesses looking to leverage the vast potential of big data in a modern, data-driven environment. With platforms like BNY Mellon’s Data Vault, State Street Alpha Data Platform, JP Morgan Fusion, and several others, enterprises
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Recap: 2024 Investment Data and Analytics Symposium
Investment Data professionals joined Meradia’s Brian Buzzelli, Mick Cartwright, and Ben Smith in Chicago at the 2024 Investment Data and Analytics Symposium. KEYNOTE SESSION BREAKDOWN Meradia Director, Head of Data Practice Brian Buzzelli, had the honor of introducing a distinguished panel of Chief Data Officers. These industry leaders, Elizabeth Pritchard (Liberty Mutual Investments), Anand Sahasram (Dodge &
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Competitive Edge and Business Value Begins With Data Quality
The strategic importance of maintaining high data quality in asset management is pivotal, given the industry’s reliance on precise and timely information for decision-making, regulatory compliance, and client satisfaction. In this article, we explore the crucial role of data quality in various facets of asset management. Getting data quality right enhances operational efficiency, fortifies client
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The AI Revolution: Must-Knows for Financial Operations Leaders
The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining the industry. This paper illustrates strategic business cases within financial operations where AI has not only been implemented but has also generated substantial value. At Meradia, we are convinced that the intersection of human creativity
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Secrets to Successful Data Transformation Strategies
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front office, providing integrated data and applications while asset servicing providers absorb post-trade, middle, and back-office operations. Generative AI, NLP, and machine learning demonstrate near limitless application and use opportunities. Competition for assets and consistency in
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