Our Work

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.

Multi-Asset Class Investing; Part 2 - Meeting the Process Challenge

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?

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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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Creating Long Term Value: Delivering Ongoing Successful Projects

Consulting firms view repeat and recurring business as the most positive form of client feedback and recognition of having delivered value. This aligns well with investment firms, who have a laser-like focus on producing returns for clients. Supporting this, investment firms often strive to improve operating efficiency by implementing investment analytics software that streamlines analysis and reporting functions. After a successful initial engagement, an investment software provider retained Meradia on an ongoing basis help it implement its software applications across a growing client base. 

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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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Multi-Asset Class Investing: Part 1 - Forces Behind a Trend

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.

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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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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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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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How to Ensure Conversion Success: Implement A Post Go-Live Command Center

Financial services firms dedicate vast amounts of resources (time, money, staff) to planning and executing conversions. In some cases, these are small conversions affecting one part of a small group's workflows. In many others, these are enterprise-wide conversions that will transform business processes and affect multiple key stakeholder groups. Regardless, without a plan for how to handle the inevitable problems, issues and challenges that arise after go-live, conversions and firms are doomed to fail. Meradia's Dan Stout outlines a battle-tested approach to ensuring conversion success: implementing a Post Go-Live Command Center. 

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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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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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Back to the Future: Building a Strategic Roadmap

Client reporting is a critical operating process. As such, firms often look to improve the processes supporting the client-reporting engine. One such investment company was concerned that the current process and the cohesiveness of outputs required improvement. The investment firm retained Meradia Group to develop a strategic roadmap for its client reporting functions. It also requested that Meradia advise on industry best practices for client reporting outputs. 

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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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