Case Study: Pricing Data Process Modernization for Investment Advisory Firm B A C K GR O U ND Meradia’s client, an independently-owned investment advisory firm with approximately $60 billion AUM, needed to modernize their ability to manage market data, especially pricing data. The firm’s existing data architecture consisted of Excel-based processes to manage, download, review, and maintain important market data assets underlying daily positions and portfolio valuations. With continuing growth, the firm recognized that this process was limiting scalability and operational efficiency, and potentially exposed the firm to unnecessary risk. A N A L Y SI S In order to recommend future state options, we needed to understand current state of the market data along with firm’s IT infrastructu

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