Service: Solution Design

Attribution for Asset Owners | Meradia

Attribution for Asset Owners

While much has been written about attribution in the context of individual asset classes, the asset owner confronts a much more complex scenario. In the interest of maximizing return/risk payoff (often subject to external mandates, liability streams, and risk constraints), asset owners frequently diversify their total fund amongst multiple asset classes: equity, fixed income, hedged

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Natural Allies: Investment Performance and the Data Office

This paper proposes that Investment Performance was (and in many cases, is) the original Data Office where governance issues come to a head. If this logic is true, starting a Data Governance effort with Investment Performance takes advantage of a natural ally already positioned to solve those very problems. This natural alliance may be the most efficient mechanism to understand the strengths and weaknesses of an enterprise’s existing data strategy and potentially advance efforts to resolve them rapidly. Starting with that premise, this paper looks at how a new or revamped data governance program would benefit from either starting at the end of the investment value chain – Investment Performance – or by aligning the Data Office and Investment Performance under the Chief Data Officer (CDO). As many Meradia projects intersect Data and Investment Performance, this paper highlights the synergies and overlap between these functions.

by Laurie Hesketh, CIPM, PMP
Andrew Jacob, CFA

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Modernizing Data Pipelines for meradia

From Complexity to Efficiency – Modernizing Data Pipelines

In the fast-paced world of investment asset management, accurate and timely data is crucial for informed decision-making. Data pipelines serve as metaphorical vehicles that facilitate the movement of data from its source to delivery points. Traditionally, investment asset management firms have relied on multiple pipelines for different data sources, resulting in complex and cumbersome processes. This paper explores the concept of modern data pipelines in investment asset management, their advantages over traditional pipelines, and best practices for their implementation.

by Andrew Jacob, CFA

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Investment Performance Is a Data Management Challenge

Investment Performance transformation projects are notoriously difficult. Why? Investment Performance is, at its core, an enterprise data function in disguise. Its role in enterprise data management is so prevalent that the maturity with which a firm’s Investment Performance function manages this data functions is typically a bellwether for the operational efficiency of the firm generally. Performance and analytics, done well, consume an astounding array of internal, external sources and often a combination of the two. In addition, you’ll be hard pressed to find any department in the firm that doesn’t want to consume its outputs and scrutinize its conclusions. Investment Performance transformations are difficult because they necessarily require evolution for the firm’s enterprise data assets and can impact nearly every department.

by Laurie Hesketh, CIPM, PMP

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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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Driving Strategic Transformation for Wealth Management Firms: A Framework for Technology Vendor Selection

Like many industries, wealth management is undergoing a change. Demographic and generational shifts in wealth will continue to reshape services and enhance the digital experience . In a survey of 120 wealth managers, 87% reported that they have made significant investments in technology over the past several years. Tech transformations within large wealth management firms are often achieved through integrations of vendor platforms with proprietary applications, as stakeholder needs are particularly diverse. A single platform solution may solve for a set number of stakeholders, but firms with various client types require multiple solutions that integrate seamlessly. Deciding on the best technology partners requires a proven, structured approach to technology evaluation.

by Tina Madel, CFA, Senior Manager
Jose Michaelraj, CIPM, CAIA, Manager
Josh Gerwick, CFA, CIPM, Consultant

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3 Red Flags You Are Missing Business Transformation Opportunities

Have you selected a new investment operations system to replace your legacy technology and manual workarounds? Or have you decided to outsource investment operations to a service provider?

Both efforts are significant, and likely the largest your part of the organization has ever seen. Are you making the right decisions? Or are you missing a golden opportunity to advance your business and improve the way you work? Here are three red flags you’re overlooking business transformation opportunities.

by Brian J. Lollar, Managing Director…

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