ACTIVITY AND APPROACH • Accelerated analysis by leveraging Meradia’s standard investment performance and attribution RFP framework to quickly identify capabilities of North American architecture. • Created catalog of global and local performance and attribution requirements. • Compared platform technology and architecture requirements with global firm’s platform, direction and policies. • Conducted regional workshops with both operational and executive teams. • Delivered assessment and next steps recommendations to stakeholder group. • Identified key target outcomes for the next phase of the program. Case Study: Performance and Attribution Capabilities Audit for a Global Asset Servicing Company ENGAGEMENT Meradia’s client, a global asset servicing company, acquired a Central Europ

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