info@meradia.com
Who Is Meradia?
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies.
Thought Leadership Highlights
Featured
Recent
The financial industry is undergoing a transformative ‘tidal wave’ of change, driven by vendors exerting a pull on the front office, providing integrated data and applications while asset servicing providers absorb post-trade, middle, and back-office operations. To compete effectively, firms need to revamp their data management, governance, and architecture.
Don’t miss out on opportunities by neglecting a comprehensive data strategy to gain a strategic advantage in this era of evolution.
In this article, learn how to easily achieve user confidence. Meradia‘s strategies harness modern technologies, ensuring efficiency and reliability throughout your data conversion process. Gain the confidence in your performance data with our cutting-edge approach to investment performance UAT.
Practice Areas
Our highly analytical consulting team has an average of 25 years of industry experience and includes multiple CFA, CIPM, PMP, and CAIA designation-holders. We lead portfolio management, accounting, performance, client reporting, and data governance projects with diverse platform experience and breadth of knowledge.
Performance, Risk, and Attribution
Data and Technology
Trading and Investment Operations
When You Need
Meradia Delivers
Strategy and Roadmap
We work with our clients to envision the future state of their front, middle and back offices to meet changing market demands. Translate visions into actionable roadmaps that deliver change in a predictable and controlled program.
Process Design & Change
Identify key areas and dependencies for overall
systems integration considering future goal
Solution Design
Subject matter advisers with product, process,
technical and practical experience
Vendor Assessment
Comprehensive process to match potential
vendors to defined needs
Competitive Assessment
For both industry and vendors – targeted comparisons with peer groups
Meradia Delivers
Transformation
Meradia deploys teams of experts that know investment technology and understand how to efficiently and successfully implement and integrate new solutions.
System Rationalization
Process, architecture and vendor simplification
Development, Integration, Testing
Appropriate sequencing, considering
effort, value, cost and risk
Program & Change Management
Taking ownership and accountability for successful delivery, representing client interests to the vendors
Consulting the Investment Management Industry
%
Repeat Client
Engagement
Average Industry Experience for Our Consultants
