Service: Vendor Selection

Turning Reconciliation Into a Competitive Advantage

For years, reconciliation has been seen as a control function and a cost. It kept the books aligned but was rarely considered a potential competitive advantage among their peers. That mindset is exactly why many firms now find themselves burdened by outdated tools, fragmented processes, and unreliable data. Reconciliation failures now have front-office consequences. The

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3 Best Practices for Building Confidence in Performance Results

Performance data errors do not just create operational rework. They damage client trust, raise regulatory scrutiny, and erode a firm’s reputation. Performance results are not just numbers; they represent a firm’s credibility. Portfolio managers, client reporting, marketing, and compliance all rely on performance results to be accurate, consistent, and durable. Once firms publish results, stakeholders

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Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners

The investment management industry is at a critical juncture. Cloud-native technology, AI-driven analytics, and data-as-a-product models are converging to reshape how firms operate. Those that modernize their data ecosystems will gain agility, scalability, and resilience. Those who don’t risk being left behind by mounting complexity and inefficiency. Meradia’s research and client work demonstrate that investment

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Transformation Tapes, Episode 2: Vendor Selection and Performance System

Just dropped! Episode 2 of Meradia’s Transformation Tapes, an insightful conversation between @Tina and @Jenny, diving deep into performance vendor selection strategies that every performance industry professional needs to hear. Are you making the classic mistake of focusing only on the calculator? Tina breaks down why end-to-end thinking is crucial and shares her unique perspective

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Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration

Organizations are increasingly migrating from traditional, internal data storage systems to more dynamic, cloud-based data vaults. This transition is crucial for businesses looking to leverage the vast potential of big data in a modern, data-driven environment. With platforms like BNY Mellon’s Data Vault, State Street Alpha Data Platform, JP Morgan Fusion, and several others, enterprises

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Vital Elements for Effective Execution of a Proof of Concept

A Proof of Concept (PoC) is a crucial step when evaluating new technology. In addition to testing a vendor’s core capabilities, a PoC is an opportunity to confirm the system’s functionality, efficiency, and compatibility with unique business requirements. In previous articles, we’ve discussed the importance of a well-defined PoC scope and documenting the results. In

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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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investment operations outsourcing customized solutions can be created, ensuring consistency to avoid issues that asset managers face in the middle office

Establish Solid Foundations to Drive Successful Outcomes From Proof-of-Concept Work

The most effective system implementations start by running a Proof of Concept (PoC) to validate a vendor’s ability to support your requirements and highlight areas where custom solution design may be required. A key component of a successful PoC is a clearly defined scope that identifies the types of scenarios, goals, and criteria for completion. Yet we see time and time again firms overlook this element.

by Nicol O’Connor, Manager

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Replacing Your Legacy Investment Operations Software? Don’t Ignore These Three Red Flags

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 efforts your part of the organization has ever seen. Are you making the right decisions? Or do you need 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 Lollar, Managing Director

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