Service: Process Design and Change

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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The Cost of Reactive Controls

In today’s investment operations, errors are an unfortunate fact of life, and asset managers must have a comprehensive controls framework in place to manage them effectively. However, when an error occurs, the tendency for most firms is to react by implementing manual controls rather than taking a holistic approach to assessing their overall framework. This reactive approach can lead to an over-saturation of controls, resulting in lost productivity, increased costs, and an increased risk of human error. In this paper, we explore some of the hidden costs of manual controls and identify four key risks that firms should consider when implementing a new control.

by Jill Stassel, Senior Consultant

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A Business Case for Fractional Performance Oversight

The mix of skills required to oversee investment performance includes regulatory compliance, complex mathematical models coupled with data management, and a variety of technologies. Fractional Performance Oversight is the concept of key elements of oversight and leadership being supported by partial allocated resources or fractional outsourcing. In what situations does Fractional Performance Oversight make sense? Jonathan Boersma and Alicia Spencer consider some scenarios which may warrant a different paradigm.

by Jonathan A. Boersma, CFA, Practice Lead, GIPS and Performance Regulation
Alicia Spencer, CIPM, Senior Manager

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The Evolution of Client Experience and Client Communications

As private and institutional clients continue to demand greater technology, service, and ease of access, investment managers are under pressure to advance all aspects of the client journey. We tend to think of the client experience as business-to-customer interactions, yet the reality is there are aspects of your business the customer never “sees” but senses. This often stems from internal operating models and projects to deliverables such as account reporting and ongoing information availability.

For added perspective on how technology is adapting to fit a myriad of client needs, we spoke with Andrew Maynard of SimCorp, an independent provider of industry-leading, integrated investment management solutions.

by Tim Jager, Senior Manager
Andrew Maynard, Product Expert, Client Communications, SimCorp North America

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Core Principles To Abide By for Effective Outsourcing

What processes are poised for outsourcing, and what areas should be kept in-house? These are the first questions investment managers should ask before delegating specific business processes to external providers. Outsourcing is complex, but abiding by these three principles will ensure your firm’s decision supports enhanced business operations well into the future.

by Benjamin P. Smith, Client Partner…

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OCIO With team of meradia

Outsourced Chief Investment Officer (OCIO): Key Selection Factors

The Outsourced Chief Investment Officer (OCIO) space has grown dramatically during the past decade, with new institutions moving into the market daily offering OCIO services. Plans and endowments are dealing with changing investment mandates, complex market structures, hundreds of investment manager options, and challenges finding talent. Additionally, OCIOs are offering more and building models that support all types of delegated services and clients. For organizations, the number of choices and internal pressures can be daunting and difficult to navigate. The challenges include determining how to work with an OCIO provider, how to find the right fit, and how to implement and incorporate one into your organization. Meradia offers the expertise to help answer those questions, and to lead a successful transition.

by Joshua B. Levitt, Principal

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