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Executive Summary The financial services industry has always embraced technology to increase speed, scale, and efficiency. Generative and agentic AI represent the next most consequential step in that evolution. AI can automate repetitive work, accelerate analysis, improve decision support, and fundamentally reshape operating models. But there is a less obvious critical risk. AI and automation
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2026 Investment Performance, Risk, and Attribution Vendor Landscape
Trends in Performance, Risk, and Attribution Systems Introduction While a few years have passed since Meradia’s last Performance Vendor Landscape article, many of its stated trends still hold true. Data aggregation, quality control, and governance remain top priorities for clients evaluating performance platforms. Intuitive workflows and strong exception management continue to shape how efficiently operations
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The Investment Data Behind a Total Portfolio Approach
The first paper in this series examined the questions executives inevitably face in the wake of major macroeconomic events: How quickly can we rebalance the portfolio to a new strategic posture without breaching liquidity, leverage, or regulatory constraints? How does a shift in emerging markets impact our portfolio over the next 24 hours? Despite the
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Evaluate the Maturity of Your Derivatives Operations
There’s a classic line from The Simpsons: “The Springfield Police have told me that 91% of all traffic accidents are caused by you six guys,” followed by celebration at Moe’s. While there is no centralized data source attributing the causes of pricing errors across investment operations, derivatives are often a significant contributor. At times, it
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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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Navigating the Future: Modernizing and Transforming Investment Technology and Operations
The Continuous Need for Modernization The investment industry is evolving rapidly, driven by technological advancements, regulatory changes, and increasing investor expectations. To remain competitive, firms must continuously modernize their people, processes, and systems. Stagnation no longer creates inefficiencies, it creates risk. Modernization is not merely about adopting new technology; it requires a fundamental shift in
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ISITC Securities Operations Summit 2025 – Event Recap by Meradia: Shifting Cycles, Smarter Tech, and the Future of Ops
The 31st Annual ISITC Securities Operations Summit, held earlier this week, brought together professionals from across the financial services industry to engage with thought leaders shaping the future of operations. Centered around the theme Resilience Through Innovation: Preparing for the Next Decade in Financial Services, the event explored topics including accelerated settlement, AI, U.S. Treasury clearing,
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ISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways
The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency, and strategic partnerships
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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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Trends Impacting Investment Operations, Meradia’s 2025 Viewpoint
SUMMARY A modern Target Operating Model in investment management is no longer a “nice to have” but a necessity in an increasingly competitive, data-driven, and highly regulated landscape. Firms cannot cut their way to success in the marketplace as technological innovation and operational efficiency is the source of future outperformance relative to peers. Firms who
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