Service: Vendor Selection

Targeted Demos Benefit Both Buyers & Vendors in the Selection Process – Whether They Are Conducted In-Person or Remotely

Typical vendor selection methodologies include consecutive steps made by the buying firm. Their first step is to consider an ‘anything is possible’ list of vendors before culling it to a short list of qualified vendors, followed by a robust and time-consuming RFP process. A few vendors will make it to the final steps which involve product demonstrations, or ‘demos.’ Even after all this effort and detailed qualitative analysis, a firm may have a difficulty selecting a single vendor and/or feel less-than-confident that their choice is unbiased and free of incorrect assumptions. By including live or remotely conducted targeted demos as the final step, firms are better able to evaluate vendors objectively.

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

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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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