To an industry in change, Meradia delivers stability.
Change is a constant in the investment management industry, whether generated by competition, regulation, shareholder or client demand. As the industry continues to evolve, we help you navigate complex situations, turning obstacles into opportunities.
Following up, we now examine the MAC investment process itself: what are the methods and practices that successful MAC managers employ, and how do these distinguish MAC from more traditional approaches?Read More
The only thing more powerful than money, is information. What happens when that information is money? Financial data flows become increasingly sophisticated and complex with each passing day. Clients want to see accurate and timely reporting of billions of dollars (in terms of market value). To stay competitive financial service providers need to ensure enriched and properly mapped data, from a wide variety of service providers, is reported in a timely matter.Read More
Driving targeted success is critical with multiple global implementations. Meradia Group delivered a targeted transformation to a global financial services company. The complex nature of their massive data management initiatives required Meradia to deliver a focused solution that encompassed strategy, information visualization, and implementation of new business processes on a global scale.Read More
While the prime objective of active asset management firms is the search for alpha, important questions arise: How does one measure alpha, identify levers that contribute to alpha and define a consistent process? In simpler terms, these could be viewed as return computation, performance attribution and systemic automation of the investment performance process respectively.Read More
The financial services industry has long been a staunch opponet of change, typically moving in a new direction only when compelled by extraordinary forces. Technology advancements have provided that impetus, given the massive gains in productivity, speed of communication and quality of customer engagement. It is this last point, regarding customers, that has forced investment firms to quickly adapt to a new environment, where mobile technology drives customer relationships. Meradia's Julie Govain explores this trend, along with possible challenges and pitfalls.Read More
Having a strong product is not enough to ensure a company’s future well-being. While long-term planning that includes specific strategic action steps is important, knowing how to create these action steps is critical.
A client approached Meradia to help it create strategic action steps that would guide the company’s future product marketing and sales efforts. Meradia brought to bear its impressive domain knowledge and expertise, extensive functional experience and well-placed investment management contacts to drive a successful competitive analysis engagement. By evaluating the company’s functionality, market position and competitive analysis, Meradia identified four strategic recommendations that continue to propel top-line growth.Read More
Recently, we’ve observed a strong up-tick 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 toward more sophisticated strategies and methods.Read More
Investment firms regularly undergo system conversions and implementations. Implementations that fail may carry significant reputational, operational or financial risk. While investment firms work hard to avoid or mitigate risk in the investment selection process, this risk focus is, at times, an afterthought when it comes to delivering projects.
A large wealth manager engaged Meradia to help it reset a key project that was in danger of failing. The firm needed Meradia to take control of several key project components, including data validation, gathering/writing business requirements and establishing effective communications with a vendor whose system was being implemented.Read More
Due to a rapid deterioration in the economic and political climate in the European Union countries and increased odds of the exit or complete breakup of the EU, Meradia hosted a roundtable in January 2012. We invited senior management from asset managers and industry vendors to discuss the operational implications of the potential break-up of the Euro. Following this roundtable meeting, Scott A. Wybranski, President and CEO of Meradia was asked to address SIFMA’s Asset Manager Forum in NYC.Read More
Business Process Outsourcing, better known as BPO, is hardly a new concept in the financial services industry. Firms have long looked for ways to maximize operating efficiency and found outsourcing to be a viable means of improving cost structures. Following the near crash in 2008, and amidst shrinking margins, firms have increased outsourcing spend to combat margin pressures. Meradia's Dan Steketee examines the concept and outlines challenges as well as keys to success.Read More
A sometimes underestimated and often underappreciated aspect of an implementation project concerns training. When an investment firm implements a new system, particularly one affecting a large number of staff, training is a key success factor. Without a plan to organize, coordinate and train the various groups, go-live success is at risk.
A large wealth manager engaged Meradia to lead the organization and coordination of training for a new enterprise-wide implementation. The firm tasked Meradia with a significant objective: arrange for the delivery of training to a global team, across multiple functional groups, and covering several different project phases.Read More
Meradia recently held a well-attended roundtable: a collaborative conversation on the topics of data management, data governance and data protection. In attendance were a variety of senior individuals with roles that included a chief data steward, performance and analytics SVP, risk management data SVP and a mutual fund operations manager. All of whom were from leading financial services firms in core banking, fund administration, investment banking, insurance and institutional asset management.Read More
Without strong project management and leadership, systems implementations have a greater risk of failure. A global investment firm was trying to implement a third-party system and experiencing project challenges, resulting in missed deadlines, deliverables and go-live dates. The firm engaged Meradia to assume a leadership role in the project by taking control of the vendor relationship and course correcting a shaky project.Read More
Recently, we've seen increased activity in operations arms of Insurance Investment Managers. With challenges mounting from increased customer expectations, a challenging regulatory environment and a divergence in the quality and quantity of data between front and back offices, Insurance Investment Managers are looking for new solutions. The software landscape is quicky evolving as the impetus for change has reached critical mass.Read More