Service: Solution Design

Design Thinking: How to Integrate Creativity into Data-Driven Business

The financial services industry has always been required to embrace change, whether it be driven internally to control cost and sustain growth or driven externally to address and leverage market conditions. Given the rapidly evolving technology environment, volatile markets and globalization; companies are searching for ways to more successfully innovate to meet these challenges and take advantage of this environment by offering new products and services. To do this effectively, an organization must be able to understand customer needs, identify viable business and operating models and ensure their offering is technically possible and deliverable within the parameters of their risk profile.

By integrating a design thinking approach, organizations can more effectively consider the outcomes for the end users of their systems and processes. What will their experience be like? How do the systems and processes provide value to them? How do the deliverables solve their pain points and/or business needs?

by Daniel G. Foley, Principal

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Is RPA the Right Solution to Optimize Your Investment Operations?

The use of Robotics Process Automation (RPA) is on the rise across the financial services industry. Investment operations managers are touting the benefits of using this new technology to reduce headcount, reduce errors, and increase through-put – an operations manager’s dream! Meanwhile, other operations managers are finding themselves in a nightmare situation when they’ve implemented this technology resulting in failed projects and money wasted. To achieve the dream and evade the nightmare, managers need to follow a disciplined approach before deciding which direction to take. This paper provides insights into a proven RPA analysis process used to derive a realistic ROI and successful projects.

by Christine (Tina) M. Madel, CFA, Principal

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Hedge Fund and Private Equity: Investment Performance Challenges

Alternative Investments create opportunities for investors, and they present unique operational challenges for investment managers. This paper discusses operational challenges associated with investment performance calculations, specifically as they pertain to hedge funds and private equity included in a multi-asset portfolio. Challenges discussed include late pricing, layered fees, exposure reporting, preliminary and final pricing as well as negative valuations. The pros and costs of several valuation methods are also addressed.

by Laurie J. Hesketh, CIPM, PMP, Managing Director

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Self-Service Client Reporting: Challenges and Considerations

The risks and challenges presented here within are a sample of factors to consider when evaluating self-service reporting functionality. At the outset, providing electronic access to data seems simple. Layering increased data scrutiny by end-users with regulatory expectations that mimic those included on printed, scripted and static reports is complex. Identifying your firm’s specific challenges and charting a course to overcome them is a worthwhile, rewarding endeavor that will improve relationships with your clients. Meradia has a long history of helping clients with reporting challenges – including self-service reporting.

by Laurie J. Hesketh, CIPM, PMP, Managing Director

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Multi-Asset Class Investing

Multi-Asset Class Investing: Part 3 – Knitting Together an Attribution

Meradia has observed a strong uptick in activity around Multi-Asset Class (MAC) investment products and strategies. We see managers across the globe expanding current MAC offerings and introducing new ones; consequently, generating demand for new support around analytic methodologies, data, and technology.

This series explores our view of the multi-asset class phenomenon in depth, from origins to solutions. In our first installment, we looked at market and industry trends that seem to be driving the evolution of MAC toward more sophisticated strategies. In the second, we examined characteristics and methods of MAC managers that raise the bar, relative to traditional investment processes. In our final entry, we’ll examine some real-world solutions to the puzzle presented by attribution in a MAC framework. Given the inherent – indeed, intentional – disparity among the factors driving risk and return of these classes, how do we design and present an attribution methodology that accurately and meaningfully illustrates the manager’s MAC process?

by Mark R. David, CFA, Director of Performance, Risk & Analytics

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Multi-Asset Class Investing

Multi-Asset Class Investing: Part 2 – Meeting the Process Challenge

Meradia has observed a strong uptick in activity around Multi-Asset Class (MAC) investment products and strategies. We see managers across the globe expanding current MAC offerings and introducing new ones; consequently, generating demand for new support around analytic methodologies, data, and technology.

This series explores our view of the MAC phenomenon in depth, from origins to solutions. In our first of three installments, we looked at market and industry trends that seem to be driving the evolution of MAC toward more sophisticated strategies and methods. In this second installment, we examine the MAC investment process itself: What are the methods and practices that successful MAC managers employ, and how do these distinguish MAC from more traditional approaches?

by Mark R. David, CFA, Director of Performance, Risk & Analytics

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Multi-Asset Class Investing

Multi-Asset Class Investing: Part 1 – Forces Behind a Trend

Meradia has observed a strong uptick in activity around Multi-Asset Class (MAC) investment products and strategies. We see managers across the globe expanding current MAC offerings and introducing new ones; consequently, generating demand for new support around analytic methodologies, data, and technology.

This series explores our view of the MAC phenomenon in depth, from origins to solutions. In this first of three installments, we look at market and industry trends that seem to be driving the evolution of MAC towards more sophisticated strategies and methods.

by Mark R. David, CFA, Director of Performance, Risk & Analytics

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