info@meradia.com
The first paper in this series examined the questions executives inevitably face in the wake of major macroeconomic events: How quickly can we rebalance the portfolio to a new strategic posture without breaching liquidity, leverage, or regulatory constraints? How does a shift in emerging markets impact our portfolio over the next 24 hours? Despite the
Read Full Article
Why Transformation Efforts Fail – Why Partnership and Trust Determine Success
Summary Organizations across the investment industry continue to spend tens of millions of dollars each year modernizing and optimizing operational processes, aiming to improve efficiency, enable growth, and support innovation. Yet despite sustained investment, many organizations struggle to realize the outcomes they expect. Recent research underscores the scale of the challenge. Studies published in 2024
Read Full Article
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 That mindset is exactly why many firms now find themselves burdened by outdated tools, fragmented processes, and unreliable data.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
Read Full Article
Architect for the End-State: Enable the Total Portfolio View by Design
If you could build your investment organization from the ground up, would you recreate the inefficiencies that plague mature firms today? Too often, firms grow organically, layering systems, processes, and teams in response to immediate needs. This approach may solve short-term challenges but creates long-term operational debt: fragmented infrastructure, inconsistent data, lagging insights, and rising
Read Full Article
The Value of Exception-Based Processing
For many in the asset management industry, their days are spent combing through sets of data looking for problems. This is often a result of legacy technology (or inadequately utilizing modern technology) and layered manual controls. There is a better way. Modern technology offers exception-based processing capabilities that bring the power of business rule-driven automation
Read Full Article
Reap More Value From Data in Operational Transformations
“SURROUNDED BY DATA, BUT STARVED FOR INSIGHTS.” – JAY BAER LEVERAGE CAPABILITIES AVAILABLE IN EMERGING CONVERSION TOOLS TO SUPPORT PLANNING INSIGHTS In the first paper, we said that Performance is Data, sometimes a daunting data challenge. Performance data generation happens in successive layers. Aggregation of holdings creates exposures; changes in market values or exposures create returns; returns lay
Read Full Article