Achieving Clarity Through a Total Fund View

The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Now 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 fund exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment

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Transforming Business Glossaries to Unleash Data Value

INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor data quality costs organizations an average of $15 million per year (Gartner, Actian). Data governance tools enable employees to independently validate how to use a given field or search for potential matches for a business

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Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks

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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Enhancing Efficiency in Corporate Actions for OTC Derivatives

INTRODUCTION Every time a portfolio manager says, “What do you mean I can’t do that?” a new derivative type is born. I’m half kidding, there are undoubtedly robust regulations to attempt to limit irresponsible decisions from having an outsized impact on the market, but when red tape or cost gets in the way of something

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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

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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

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Solving for Scale: Thought Leadership Webinar

Ready to unlock the secrets behind achieving remarkable growth while maintaining operational excellence? Join four industry experts for a deep dive into the world of investment operations to find out how asset management firms are navigating the delicate balance between expansion and profitability.

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Don’t Be Afraid of the Mesh

You cannot avoid hearing the term, but what is implied by the term ‘data mesh’? It is the latest step in architecture, governance, and data management evolution. We have lived (or view the history) through the databases to data warehouses, data virtualization, and then to data lakes and now lake-houses. Companies in our industry acknowledge the shortcomings of these frameworks, including accrued technical debt, ongoing and rising costs, and sprawling data lakes, which have not delivered the promised land to analysts and operational business users.

by Andrew Jacob, CFA

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Solving for Scale: Transforming Investment Operations to Meet Rapid Growth

Meradia’s brand new research paper, “Solving for Scale: Transforming Investment Operations to Meet Rapid Growth,” is now available!

Leveraging insights from a national survey of asset managers about the impact of growth on their firms’ operations, the whitepaper explores:
• How today’s asset management firms are balancing growth and profitability
• Why most traditional avenues for business expansion result in sub-optimal operations
• How achieving efficiency at scale becomes possible through a proven operational framework

by Jonathan Boersma, CFA
Jose Michaelraj, CIPM, CAIA

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