Join us in celebrating the consultants who wrote Meradia's most viewed Thought Leadership articles for 2024! 🥇 Coming in at #1... "UAT for Performance Transformations Is Notoriously Difficult. It Doesn’t Need To Be." by Clay Corcimiglia Click through this carousel to learn Clay's motivation for writing this article, which focuses on the various frameworks of User Acceptance Testing. Read the full article here: https://lnkd.in/eWJksFQx #performance #uat #useracceptancetesting #uatframework #data #performancetransformation
Meradia
Business Consulting and Services
West Chester, Pennsylvania 2,337 followers
Strategic operations and technical implementation consulting to the investment management industry since 1997.
About us
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies. Meradia's investment operations and technology consulting expertise includes: • Front Office & Portfolio Management • Data Management & Technology • Middle & Back Office Optimization • Investment Accounting • Performance, Risk & Attribution • Client Experience
- Website
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http://meradia.com/
External link for Meradia
- Industry
- Business Consulting and Services
- Company size
- 51-200 employees
- Headquarters
- West Chester, Pennsylvania
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Management Consulting, Strategy and Roadmap, Target Operating Model, Competitive Assessment, Vendor Selection, Program and Project Management, Outsourcing Transition, System Implementation and Testing, Business Analysis, Training, Change Management, Trading, Alternative Assets, Investment Accounting, Client and Regulatory Reporting, Investment Performance Measurement, Risk, and Attribution, GIPS® Advisory, Data Architecture, KPI Dashboards, and Data Quality Engineering
Locations
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Primary
Get directions
119 N High St
West Chester, Pennsylvania 19380, US
Employees at Meradia
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Brad Waitsman, CFA
Director - Performance Measurement Group at SS&C Technologies
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Brian Buzzelli
Head of Data Practice, @Meradia, Strategic Enterprise Data Management Leader | Data Architecture, Quality, Transformation, and Governance |…
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Scott Wybranski, CFA
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Gregg Weintraub
Investment Management Operations Strategy Advisor
Updates
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Join us in celebrating the consultants who wrote Meradia's most viewed Thought Leadership articles for 2024! 🥈 Coming in at #2... "Charting the Course: Enhancing Performance Through Effective Private Market and External Manager Practices" by Jose Michaelraj By clicking through this carousel, you can find Jose's insights into contributing to Meradia's Asset Owner Series. Read the full article here: https://lnkd.in/eSKkGtUB #performance #attributionmodels #performancecompliance #data #privatemarkets
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Join us in celebrating the consultants who wrote Meradia's most viewed Thought Leadership articles for 2024! 🥉 Coming in at #3... "Secrets to Successful Data Transformation Strategies" by Brian Buzzelli Click through to discover the insights that drove Brian to share his knowledge and contribute to the ongoing dialogue in our industry. Read the full article here: https://lnkd.in/ePczrMy8 #data #datatransformation #transformationstrategies
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"How much is that doggie in the window?" He is not for sale; he is our resident office dog, Bento! A warm thank you to the talented Stefanie Heron-Birl of BirlGirlDesigns for our beautiful holiday display! The spirits in West Chester just got a little more merrier. 🎄 Another shoutout to Downtown West Chester for sharing the display on their Instagram story; we hope everyone loves it as much as we do. ❤️
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Discover the cutting-edge insights in our latest Vendor Spotlight series featuring SimCorp! 💡 In a recorded conversation with Lars-Ole Hansen, Senior Director of Product Management at SimCorp, and Meradia's Managing Director and Head of Performance, Rich Mailhos, dive into SimCorp's new Investment Analytics Platform (IAP). Learn how the IAP addresses modern complexities in investment strategies by providing real-time reporting and a holistic view across asset classes. Rich Mailhos from Meradia discusses essential focus areas for clients transitioning to new performance solutions. Don’t miss out on this valuable discussion that could reshape your approach to investment analytics. Read the full Q+A article now: https://lnkd.in/ePhatfrZ #investmentperformance #data #analyticsplatform #vendorpartnerships
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Words of thanks from our President and CEO, Scott Wybranski, CFA. Meradia is grateful for our dedicated employees and valued clients and partners. We hope everyone had a safe and enjoyable Thanksgiving! 🍂
This Thanksgiving, I reflected with gratitude on the journey Meradia has taken and the people who have made it remarkable. The heart of Meradia’s success is the incredible team of individuals that have chosen to invest a portion of their career and lives to work together. Your passion, innovation, and dedication create what defines us as a company. I am equally humbled by the clients and partners we are privileged to serve. Every day, I am inspired by the transformative work we accomplish together. As we celebrate this season of gratitude, let’s all reflect on the people and moments that inspire us. Together, we have built something truly special, and I am thankful for each of you.
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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
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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
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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
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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
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