Global investment operations and technology consulting firm analyzes how asset managers can more effectively balance growth and profitability to achieve efficiency at scale.

Meradia, a global leader in consulting for investment operations and technology, announced the publication of a proprietary research study seeking to identify the impact of growth on asset management firms’ ability to scale operations and achieve profitability.

In Q1 2023, Meradia conducted a survey to gather intelligence regarding how asset managers handle growth through a lens of investment performance and operation. Participants were represented by firms ranging in size from less than $1 billion to over $1 trillion and from less than 100 employees to over 5,000.

The survey sought to understand the primary means through which asset management firms experience large-scale growth (excluding organic growth in a firm’s client base), with the top responses as follows:

• Venturing into new assets, such as alternatives
• Through mergers and acquisitions
• Entering new markets or geographies

Respondents also indicated the key challenges facing their investment operations teams and how they currently address operational problems that arise due to AUM growth.

Using the intelligence gathered in the survey, Meradia’s Jonathan Boersma, CFA, and Jose Michaelraj, CIPM, CAIA, set out a framework for maintaining operational efficiency even during periods of large-scale growth.

The framework and further study results can be found in Meradia’s latest publication, Solving for Scale: Transforming Investment Operations to Meet Rapid Growth.

“Part of our commitment to maximizing value for our clients is ensuring we understand their needs, especially in a rapidly evolving industry,” said Jonathan Boersma, Senior Manager at Meradia. “The responses to this survey will influence our future solutions for solving business, operational, and performance challenges to improve efficiency and reduce risk for our clients.”

To download the full research paper, click here. For more information on Meradia’s investment operations and technology consulting expertise, visit www.meradia.com.

About Meradia

Founded in 1997, Meradia provides strategic advisory and implementation services to the investment management industry. Our team of experts has a global reputation for excellence leading and executing transformational and operational initiatives across the entire investment process. We align front, middle and back-office organizations, and technical platforms with our clients’ business direction and vision.

For more information, visit Meradia.com.

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