March 17 - 19, 2020
Marriott Tampa Waterside
Meradia specializes in strategic advisory and implementation services for the investment management industry. Since 1997 we have helped our clients enhance their processes, productivity and profitability through improvements in operations and technology. Meradia leverages its time-tested methodologies to solve business challenges, including strategic assessment, workflow optimization, vendor selection, and system implementation. Our extensive client portfolio includes institutional asset managers, OCIO, wealth, trust and global insurance companies, and seven of the top 10 global asset managers. 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 CFAs, CIPMs and PMPs. We lead portfolio management, accounting, performance, client reporting, and data governance projects. Meradia strives to make a meaningful and positive impact on every engagement.