Meradia specializes in strategic advisory and implementation services for the global investment management industry. Since 1997, we have provided independent, pragmatic consulting services that transform investment management processes, analytics and reporting. We align front-, middle-, and back-office organizations and technical platforms with your business's direction and vision. Our team leverages decades of experience in financial services to lead your most pressing investment operations and technology transformation projects. Solving business challenges, including strategic assessment, workflow optimization, vendor selection, and system implementation – our clients depend on us for a complete solution.Our extensive client portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies, including eight of the top 10 global asset managers and six of the top 10 banks. We pride ourselves on our 93% client re-engagement rate. Our highly-analytical consulting team has an average of 25 years of industry experience and includes multiple CFA, CIPM, PMP, and CAIA designation-holders. Meradia's investment operations and technology consulting expertise includes:• Front Office & Portfolio Management• Enterprise Data Management• Middle & Back Office Optimization• Investment Accounting• Performance, Risk & Analytics• Client Experience

Client Reporting Performance Reporting Management Reporting Performance Measurement Portfolio Accounting Portfolio Analysis Trade Order Management Data Management/Utilization Data Governance Investment Management Investment Accounting Front office and portfolio management Back and middle office optimization Information delivery Client reporting Performance risk and analytics Performance measurement RFP Business Process Optimization (BPO) Strategy Insurance Accounting OCIO Enterprise Data Managment Solution Design Competitive Assessment Vendor Selection Project Management Conversion Integration and Testing Process Design and Change Investment Bank/Securities Brokerage Management Investment Open-ended