Meradia

Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting.

[Data Management Insight @DataMgmtInsight]

Brian Buzzelli, @MeradiaGroup will moderate this panel at #DMSNYC on Sept 18, for a focus on 'Building the next generation data architecture and intelligent data ecosystem', with speakers from Schonfeld, @Vanguard_Group, @RimesTech and @SmarshInc

https://t.co/unW1eiXZYi

[Meradia @MeradiaGroup]

In a virtual roundtable, Meradia and industry leaders gathered to discuss the pressing challenges and approaches of modernizing operations, enhancing governance, and leveraging technology among asset owners.
Read the summary here: https://t.co/bCIZ389Wkp

[Meradia @MeradiaGroup]

What if the way your firm accounts for reclaimable withholding taxes is quietly distorting performance metrics or inflating NAV? This article, co-authored by our consultants alongside Dax Johnson of State Street, tackles this overlooked yet critical issue. https://t.co/mnY61Ny1fh

[Meradia @MeradiaGroup]

Meradia's latest paper focuses on the complex yet rewarding world of customized OTC derivatives. https://t.co/4A1G26pl6v

We explore:
• Tailored pricing solutions to tackle valuation difficulties
• Operational efficiencies
• Advanced risk management techniques

[Meradia @MeradiaGroup]

Check out our final paper in the Front-to-Back Evolution Series by Jeremy Welch.

Jeremy looks into the challenges data complexity brings to F2B adoption and what organizations can do to break down silos for seamless integration.
https://t.co/IkLTXXNH9T

[Meradia @MeradiaGroup]

In the final installment of our Asset Owner Series, Jose Michaelraj reveals how a process-based attribution framework surpasses traditional models, providing deeper insights into performance. https://t.co/n92D5P70kt

[Meradia @MeradiaGroup]

Today, the significance of effective change management cannot be understated. Andrew Jacob's latest article details the world of change management, exploring strategies for success and the critical need for robust planning throughout transformations.
https://t.co/ttMP7WeDk3

[Meradia @MeradiaGroup]

In this Vendor Spotlight, Martin Ouellette sits down with Francisco Ceballos from BNY to discuss how their data vault platform uses Snowflake to streamline data management and integrate with everyday tools.

https://t.co/TqkVY5j8Vx

[Meradia @MeradiaGroup]

Implementing investment performance systems is no small feat! Resource gaps can emerge when clients and vendors share responsibility.

In his article, Joshua Gerwick offers actionable insights on bridging these gaps for a smooth transformation.

https://t.co/pkHYIQgjuG

[Meradia @MeradiaGroup]

Check out our latest article by Jeremy Welch, where he explores the evolution, integration, and industry implications of the "Front-to-Back" movement. Asset owners and managers must stay informed as we navigate partnerships and market dynamics. 👇
https://t.co/s8Qz7fIkRG

[Meradia @MeradiaGroup]

We’re excited to share Jeremy Welch's full insights on how consolidation and technology integration reshape asset management.

Read more by clicking this link: https://t.co/DCp9PDkYgO

[Meradia @MeradiaGroup]

"What do you mean I can’t do that?"

Every innovation in portfolio management brings new complexities. Read this paper to explore the challenging world of OTC derivatives influenced by corporate actions.

Check out the paper here: https://t.co/CBPRCW53fK

[Meradia @MeradiaGroup]

This article explores the future of financial data architecture. Join us as we delve into the impact of advanced big data analytics platforms such as Snowflake, Databricks, and Arcesium on developing agile and secure data ecosystems.

Read it here: https://t.co/90g91Pgxik

[Meradia @MeradiaGroup]

In the third paper in our Asset Owner Series, we explore how having a robust performance team compliant with Global Investment Performance Standards (GIPS®) can empower Chief Investment Officers (CIOs) and Risk Departments.

Read it here: https://t.co/v5H27EK5Wx

[Meradia @MeradiaGroup]

In this article, learn how mastering the sales process, strategic implementation, and post-go-live strategies can mitigate risks, enhance operational efficiency, and ensure long-term success. https://t.co/1RM2MMFXcU

[Meradia @MeradiaGroup]

Introducing the latest paper in our Asset Owner series. Read more: https://t.co/ofKepU3yKk

In this paper, we focus on returns and benchmarks. How should return methodologies vary across asset classes and total funds? What are the best practices for sophisticated benchmarking?

[Meradia @MeradiaGroup]

In this article, find out how Meradia can help asset owners and managers transition to a single relationship manager model, providing personalized attention, expertise, and proactive communication for a harmonious and holistic investment experience. https://t.co/V9TyLSOEea

[Meradia @MeradiaGroup]

In case you missed it: Our Vendor Spotlight Series with @FundGuard! 🌟 Jeremy Welch and Diane McLoughlin share insights on industry trends, product positioning, and client collaborations.

https://t.co/wIdzLGn7xW

[Meradia @MeradiaGroup]

The 1st paper of our asset owner series explored the unique business drivers, valuation methodologies, + considerations for private market and external manager processing. Now, we shift our focus to returns + benchmarks. Discover our practical solutions: https://t.co/ofKepU30UM

[Meradia @MeradiaGroup]

Meradia is proud to announce our strategic partnership with @AccelexT, a leading provider of tech-enabled data extraction for private markets. This collab enhances operational efficiency + data management solutions for investors in alternative assets. https://t.co/Bws7Q3qdhP