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

Joined September 2014
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Meradia retweeted
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 eu1.hubs.ly/H0m6_660
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14 Jan 2025
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: meradia.com/thought-leadersh…
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19 Nov 2024
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. meradia.com/thought-leadersh…

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5 Nov 2024
Meradia's latest paper focuses on the complex yet rewarding world of customized OTC derivatives. meradia.com/thought-leadersh… We explore: • Tailored pricing solutions to tackle valuation difficulties • Operational efficiencies • Advanced risk management techniques

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29 Oct 2024
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. meradia.com/thought-leadersh…
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22 Oct 2024
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. meradia.com/thought-leadersh…
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22 Oct 2024
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. meradia.com/thought-leadersh…
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22 Oct 2024
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. 👇 meradia.com/thought-leadersh…
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3 Sep 2024
"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: meradia.com/thought-leadersh…
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3 Sep 2024
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: meradia.com/thought-leadersh…
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3 Sep 2024
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: meradia.com/thought-leadersh…
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3 Sep 2024
Introducing the latest paper in our Asset Owner series. Read more: meradia.com/thought-leadersh… 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?
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6 Aug 2024
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. meradia.com/thought-leadersh…
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9 Jul 2024
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: meradia.com/thought-leadersh…
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8 Jul 2024
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. meradia.com/press_release/me…

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