Meradia

A modern Target Operating Model isn’t just a competitive edge; it’s a necessity. In a data-driven, highly regulated industry, firms that fail to evolve risk falling behind or becoming acquisition targets for those that do. At Meradia, we’ve gathered some of our sharpest minds to identify the eight most impactful trends shaping 2025 and what they mean for the future of our industry. ? Why cost-cutting alone won’t keep you competitive ? How tech innovation is driving future outperformance ? What leading firms are doing right now to stay ahead The future is unfolding. Are you ready? Read the full paper here: https://lnkd.in/euhwxnaa #investmentoperations #targetoperatingmodel #digitaltransformation #assetmanagement #NextGen

? Your Data Model Is Holding Back Its True Value - Here’s How to Fix It?? ? Poor data quality costs firms $15M+ annually, and data teams spend up to 40% of their time fixing issues instead of driving strategy. A business glossary is a start, but it’s not enough.? ? Jake D. explains how firms can evolve from basic data definitions to a powerful, insight-driven model by leveraging text analysis, logical groupings, and conceptual frameworks to unlock true value.? ? What if your data could tell you what you need, not just what you think you need?? ? Find out how: https://lnkd.in/eNWp9iN7 ? #investmentdata #datagovernance #assetmanagement?

The Meradia team has been having a wonderful time in Orlando at InvestOps USA 2025! Check out these highlights ?? ? We kicked off the event by hosting our social reception with FactSet. It was the place to be after a busy conference day! ? We are thrilled to sponsor this premier event and meet such dedicated and hard-working professionals. We hope to continue the insightful discussions at our booth, #27! Stop by to chat and grab some swag... (yes, those are homemade cookies!). ????

In recognition of International Women's Day tomorrow, we would like to highlight the valuable contributions of the women in our organization. Thank you to our consultants - Laurie, Tina, Nicol, Pouneh, Natasha, Jill, Xiexiang (Jenny), and Lauren - for their dedicated work and support. Our operations are well-managed, thanks to Patricia,?Paula, and?Makenzie, who keep things running smoothly. Cogan and Ava play a vital role in bringing our ideas to life with their creativity and openness to new approaches. To all the inspiring and talented women, your impacts are felt daily! #IWD25

Are we overlooking the human edge in Performance Data Quality?? ? Performance professionals make split-second decisions - confirm or reject calculated returns. But how do they know what’s right? What patterns do they instinctively recognize?? ? Jose Michaelraj and Kayalvizhi T’s revolutionary whitepaper focuses on:? ? The hidden heuristics behind performance data checks? ? Why canned algorithms alone aren’t enough - and what’s missing? ? A novel machine learning model that bridges human intuition with AI Can we design a win-win approach where machine learning enhances, rather than replaces, human expertise? Discover the future of performance data quality.? ? Get the insights here: https://lnkd.in/ewXmvr9Z ? #machinelearning #AiInFinance #dataquality #investmentoperations?

Meradia’s Derivatives and Collateral team will be in New York for the ISDA/SIFMA AMG Collateral & Liquidity Management Conference! With changing regulations, evolving market dynamics, and increasing operational complexity, effective collateral strategies are more crucial than ever. Mick Cartwright, CIPM, Jake D., Ryan Bond, CFA, CAIA, MBA, and Mohammed A. will be on-site to engage in discussions about best practices, regulatory impacts, and the role of technology in optimizing collateral management. To learn more and register for the event, visit: https://lnkd.in/e3kUDdEe #Derivatives #Collateral #LiquidityManagement #ISDA #SIFMA

Leveling up with FundGuard! ?? Thrilled to have some of our dedicated team advance to the intermediate level of FundGuards Implementation Partner Certification (FGIP). If you're interested in learning more about our collaboration, join us at?InvestOps next week! #ImplementationPartner #FundGuard

Modern investment firms are transitioning to intelligent data ecosystems through cloud-based platforms, AI-driven workflows, and dynamic interoperability. Our latest article by Brian Buzzelli highlights this transformative framework, the Next Generation Operating Model. ? Embracing this digital transformation is no longer optional - it's critical. Organizations adopting these technologies will experience enhanced decision-making, accelerated innovation, and scalable growth. ? Read the full article: https://lnkd.in/e5zmHv4s ? #AI #Automation #nextgenerationoperatingmodel #nextgenoperatingmodel

Check out Rich Mailhos, Martin Ouellette, and Benjamin Smith in Washington D.C. at National Association of State Retirement Administrators's Winter Meeting! The team spent the weekend connecting with attendees on the analysis, forecasts, and overviews of current regulatory activities. Information on the event: https://lnkd.in/eHCnpw_z #NASRA #assetowners #pensionplans

Take a live look at Jose Michaelraj as he presents his session, "Uncovering Patterns to Revolutionize Data Quality Checks in Investment Operations - A Novel Approach." We hope you enjoyed the session at the?Financial Technologies Forum (FTF)'s PMCR 25 conference. There is still time to chat with our team! We will be here for the rest of the event at booth?#4. #performancemeasurement #clientreporting #investmentoperations