Our Work

To an industry in flux, Meradia delivers change.

Change has become a constant in the financial sector. Whether generated by competition, regulation, shareholder or client demand, financial service companies must evolve.  We navigate complex situations and turn obstacles into opportunities.

Investment Performance Systems - Demystified

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.

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Is Your Company Active or Reactive In The Data Governance Journey?

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.

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Driving Bottom Line Growth: Are Today's Operating Models Sustainable Tomorrow?

Recently, Meradia Group, an investment services consulting firm, hosted a roundtable event at which several high-level executives from various types of organizations across the industry shared their views on a wide range of topics related to the current and future state of the industry. From margins and flows, to client focus and technology, this lively, engaging and interactive dialogue covered many key areas of focus for investment firms. Below, Meradia presents a collection of these perspectives, as discussed.

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Market and Competitive Analysis: Creating Strategic Action Steps That Drive Results

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.

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CFA Institute’s GIPS Standards Annual Conference

As the political, financial and social forces in Europe conspire to increase the odds of a EURO event, no longer is the world worried only about Greece’s possible exit.  Contagion is a more significant risk.  Moreover, much larger economies including Spain, Italy and even Germany, Europe’s economic engine, are in play.

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Taking Command and Righting the Ship-Saving a Foundering Project

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.

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Ensuring Go-Live Success- Coordinating Stakeholder Training

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.  

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Course Correcting A Shaky Project - Taking Control and Managing The Vendor

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.  

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Measure Twice, Cut Once: Avoid Common Pitfalls When Building a Data Warehouse

It is too easy to forgo the hard work of sticking to the original vision for a data warehouse in the face of internal resource and time constraint challenges.  The result is a shaky foundation that results in delays, unforeseen expenses and a failure to meet basic objectives.  This article presents ten ideas for avoiding these prevalent pitfalls.

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Implementing Market Value Reconciliation: Confirming Data Quality

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.  

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Meeting Demand: Using Tactical Resources to Drive Strategic Results

Successful mutual fund companies grow by producing positive investment results for clients, but also by improving operating efficiency, which, in turn, can help keep fund costs from spiraling out of control. By understanding the demands of the teams supporting fund operations, including performance teams, fund companies can address increasing demands in a cost effective manner. A global mutual fund company retained Meradia to provide key resources that would help the firm to meet the daily demands of its performance group, conduct system testing and document the Performance team’s complete procedures. 

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Tim Knox, Data Management and Governance Practice Leader Joins Meradia Group.

Meradia Group is thrilled to welcome Tim Knox as leader of our Data Management and Governance Practice Area. Tim will guide our clients through the complex process of selecting and implementing advanced data management solutions and the development of best practices in data governance. Tim’s specialty is the creation of operating efficiencies from sales to settlement on a global level: Europe, Middle East, Asia and North America.  

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