Meradia

The path to effective data modernization is anything but simple. As this?Data Management Insight, from A-Team Group?report highlights, it's a complex journey with significant opportunities and challenges. ? One key insight from the report comes from the Data Management Summit in NYC, where Meradia's Director, Head of Data Practice, Brian Buzzelli, shed light on the critical role of data management in driving business transformation during a panel session. His expertise emphasizes the importance of aligning a data strategy to evolving technology and thus establishing the ROI that will be critical to winning C-suite buy-in. ? Read more and get insights from the other panelists: https://lnkd.in/gGbPn5Zg Want to read more about change management? Catch up with this article: https://lnkd.in/e_NRTXbh

What if the way your firm accounts for reclaimable withholding taxes is quietly distorting performance metrics or inflating NAV? ? In "Reclaimable Withholding Taxes: Investment Performance Challenges," co-authored by our own Jonathan Boersma, CFA and Ryan Bond, CFA, CAIA, MBA, alongside Dax Johnson, CFA, CIPM of State Street, they tackle this overlooked yet critical issue. The GIPS? standards recommend accruing reclaimable withholding taxes but do not suggest HOW to accrue them. Explore: ? Why jurisdictional nuances can make reclaim processes a costly maze. ? How cash vs. accrual accounting choices ripple through performance results. ? The pros and pitfalls of current calculation methods – and what might work better. As the global tax landscape evolves, this paper is a critical guide for asset managers and asset owners navigating these operational challenges. ? Read now to uncover strategies for accurate tax treatment and industry best practices: https://lnkd.in/eMhDwBpZ ? ?? We want your feedback! Does your firm accrue for reclaimable withholding taxes? If so, how? #feedback #compliance #compliancestandards #investmentperformance

Exciting News: Meradia is a member of the Snowflake Partner Network! Joining the Snowflake partner network emphasizes our commitment to combining Snowflake's data platform with our time-tested methodologies to provide our clients with data-driven insights. We also want to recognize our consultants who have recently completed the "Hands-On Essentials" badges! Visit our website or contact us to learn more about how our collaboration with Snowflake can empower your business: https://lnkd.in/e7CNTvky #data #dataanalytics #datatransformation #datatools

What’s driving the future of finance? Last week, Martin Ouellette, Rich Mailhos, and Benjamin Smith represented Meradia at CIBC Mellon's Technology and Innovation Showcase with Microsoft in Toronto, Canada. ? The event zeroed in on two key themes: Artificial Intelligence and the launch of CIBC Mellon’s new tool, Fuel, designed to give clients more accessible access to data and pre-designed dashboards. #AI stirred conversations on how firms use it for reconciliation and transforming documents (like private fund materials) into usable, digital data. ? A massive thank you to the hosts for bringing together such a great group and inspiring fresh ideas for what’s next in the industry! ? What fintech trends are you watching in the new year?? ? #fintechshowcase #financeinnovation #investmentoperations #data

We are grateful to have been invited to speak at the Association of Public Pension Fund Auditors (APPFA) 's Fall 2024 Professional Development Conference this week. ? Our packed agenda included: ? Unlocking the Full Potential of Performance Audits with Jose Michaelraj, CIPM, CAIA, offering actionable insights on performance efficiency evaluation and best practices for a comprehensive audit process. ? Navigating the Future: Modernizing and Transforming Investment Technology and Operations with Martin Ouellette, exploring shifts in investment technology for enhanced efficiency and performance for sustainable growth. ? Examining Data Governance in Pension Fund Investment Management with Brian Buzzelli, shedding light on the role of data governance in investment management. ? We hope you found valuable insights in these sessions! #professionaldevelopment #publicpensionfunds #datagovernance #performanceevaluations #scalinggrowth

David Raza, MBA's latest paper focuses on the complex yet rewarding world of customized OTC derivatives. Read it here: https://lnkd.in/eCV-fM59 These instruments, prized for their flexibility, present unique challenges in pricing, operations, and risk management, but with the right strategies, firms can transform these obstacles into opportunities for growth. In this article, we explore: ? Tailored pricing solutions to tackle valuation difficulties ? Operational efficiencies to streamline processes ? Advanced risk management techniques to safeguard portfolios Discover how Meradia’s expertise in OTC derivatives can guide your firm toward more precise and efficient strategies. Ready to see the impact of customization done right?

Our West Chester office is embracing the spooky spirit! ?? This Halloween, the scariest thing isn’t ghosts or goblins - it’s inefficient processes lurking in your investment operations. But don’t worry..... Meradia’s got you covered.?Don’t let inefficiencies haunt your operations - reach out, and together, we can defeat them! Start your next project with us: https://lnkd.in/ebkD7X_S

Thank you,?RBC Investor Services,?for hosting?Scott Wybranski, CFA,?and?Martin Ouellette?at your latest Consultant Briefing!

Check out our final paper in the Front-to-Back Evolution Series by Jeremy Welch, "Silos to Solutions: The Data-Driven Approach to Front-to-Back Transformation." Read it here: https://lnkd.in/eyaDeXen Jeremy looks into the challenges data complexity brings to F2B adoption and what organizations can do to break down silos for seamless integration. ? Explore how data models and smart vendor selection are crucial in successful transformations. ? Catch up on the series with the links in the comments! ?? ? #fronttobackoffice #data #assetmanagement?

Last week, we had the privilege of hosting two executive roundtable discussions that brought together a diverse assembly of industry leaders, experts, and innovative vendors. These discussions provided a platform for sharing unique perspectives and insights on the current state of AI, distinguishing between what is reality vs. "hype," its future direction, and strategies for leveraging AI to revolutionize financial business operations and achieve success. ? AI is evolving beyond a trend to become an essential element for enhancing operational efficiency, managing risks, fostering innovation, and securing a competitive edge. ? Below is a summary of some of the key topics covered in both discussions: ? AI Governance & Scalability: Attendees emphasized AI governance and scalable integration as key priorities ? Risk Management & Compliance: Managing risks, regulatory compliance, and avoiding the “shiny toy” syndrome with AI were top concerns. ? Challenges & Solutions: Key hurdles included handling unstructured data, buy vs. build decisions, and the need for AI tools to deliver quick, tangible results to avoid abandonment. ? Autonomous Agents & Decentralized AI: Discussions explored the future of autonomous, self-operating systems with the potential to transform industries. However, while many were comfortable with AI agents making dinner reservations or summarizing emails and meeting minutes, most were highly skeptical about unsupervised AI directly interacting with clients, providing investment advice, or autonomously processing investment transactions. Our gratitude goes to BNY and CIBC Mellon for hosting these discussions, and a special thanks to Accelex, FactSet, and Arcesium for their valuable contributions and insights. ? Stay tuned for an in-depth analysis of the discussions and an upcoming podcast hosted by CIBC Mellon! ? #data #ai #artificialintelligence #technology #fintech #investmentservices #finance