Expertise: Performance, Risk & Analytics

System Conversion for a Global Custodial and Service Provider

Background A Global Service provider began a multi-phase implementation for a Global Investment manager to convert them onto their modern outsourced platform. The initiative aimed to enhance operational efficiency while fully supporting their clients increasingly complex global investment strategies. The Challenge Despite a clear strategic objective, the project quickly fell behind. During the initial rollout

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3 Best Practices for Building Confidence in Performance Results

Performance data errors do not just create operational rework. They damage client trust, raise regulatory scrutiny, and erode a firm’s reputation. Performance results are not just numbers; they represent a firm’s credibility. Portfolio managers, client reporting, marketing, and compliance all rely on performance results to be accurate, consistent, and durable. Once firms publish results, stakeholders

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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 Complexity, fragmented data, and outdated systems contribute to inefficiencies, heightened risk, and strained collaboration between operations and portfolio management teams.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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How Investment Performance Teams Drive Revenue Growth and Retention

Reframe Performance as a Growth Engine, Not a Cost Center  There is a flaw in the assumption that the investment performance department is a cost center. Revising this assumption clarifies why firms are funding performance transformation projects. Reframed as a core product interface and growth enabler, performance improves client experience, creates a strategic feedback loop,

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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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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

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Achieve Clarity With Total Portfolio View

The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total portfolio exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment boards

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