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4 Mistakes When Implementing a Data Catalog
Building and implementing a data glossary are two common goals for many investment firms in their annual strategy setting. But what happens when you rush into it without proper planning? Four common mistakes can occur which can hamper your development or make the final product irrelevant. This paper will discuss these missteps and offer prevention strategies.
by Andrew R. Jacob, CFA, Senior Consultant
Automation: Taking Back Control From Excel and Email Anarchy
If your firm relies on homegrown tools like Excel and email to coordinate tasks, track status and transfer information, your business could be at risk of inefficiencies, or much worse. Here, we explore how business process automation can transform your operating model.
by Mick Cartwright, CIPM, Managing Director
Tim Jager, Senior Manager
Byron Derti, Analyst
Four Signs Your Firm Is Ready for a Consolidated Front-To-Back Solution
Front-to-back office solutions are on the rise. Are they right for your firm?
by John Leavy, Senior Manager
Market Data Contracts – Managing the Invisible Fence
Market data is like a river that flows through an investment firm’s landscape, supplying the essential data to function and operate competitively. Exchanges and vendors that own and provide this data often charge a premium due to its exclusive nature. The way investment firms acquire this data is via market data contracts, which may carry restrictions that seem onerous. In this paper, we will discuss the nature of these restrictions and four approaches to handling them.
by Andrew R Jacob, CFA, Senior Consultant
Jose Michaelraj, CIPM, CAIA, Manager
How To Maximize Your Performance Through Collateral Management
Are you overlooking potential performance impacts from your collateral management practices? Collateral management products can help optimize pledging collateral, reduce claims and fees, and reduce headcount.
by Jake Daly-Leonard, Consultant
Key Operational Considerations for Crypto Investment Managers
As demand for crypto offerings intensifies, asset managers entering this market are facing new operational challenges that are unique to this emerging asset class. This article highlights regulatory, valuation, performance, and safekeeping aspects of traditional managers’ operations that require a special approach when it comes to digital currencies.
by Natasha Romanova, CIPM, Consultant
Outsourcing: An Insider’s Framework for Finding the Right Service Provider
Now more than ever, investment managers are outsourcing the responsibility of improving operational efficiency. Service providers taking on this task have enhanced their offerings over the last several years to accommodate the ever-changing complexity of the financial services industry. As such, your firm will need a focused due diligence effort to assess the available options in the marketplace. This includes evaluating the capabilities of different market solutions, the ability to configure versus customize, the overall operational model and, most important, assessing your readiness for the transformation itself. Meradia’s consultants leverage their decades of outsourcing experience to provide a framework for your firm’s next outsourcing project.
by Tom McCorkell, Senior Manager
Jeremy Welch, Manager
How Fund Operators Can Leverage “Dirty” Data To Enhance Business Intelligence
Dirty data – it sounds bad – something your mother warned you about: “you better not come home with that dirty data all over you!” What is this thing we call dirty data – and just because it is “dirty”, does it not hold value? Let’s explore how the desire for perfect data is the enemy of efficient business models.
by Tim Jager, Senior Manager
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