Meraki Global Advisors Shines in The Outsourced Trading Handbook 2024

We are excited to announce that Meraki Global Advisors has once again made a remarkable impression in The Outsourced Trading Handbook 2024, published by The TRADE and Global Custodian. As the industry continues to evolve, Meraki has demonstrated resilience, adaptability, and excellence in serving its global clientele. The latest results from the Outsourced Trading Survey reveal not only strong performance across various categories but also affirm the firm’s commitment to delivering superiortrade management solutions.

Firmly Above Overall Global Average

Meraki’s overall average score of 6.42 (out of 7) places it comfortably above the global average of 6.04, solidifying its position in the “Very Good” camp. In fact, Meraki’s standout performances were in several crucial categories, including Execution and Service Level Factors, both scoring an impressive 6.67 vs 6.22 and 6.16 global averages respectively. This places them firmly ahead of their global peers, especially notable in a year when many other providers saw slight downturns in the survey.

The firm’s Trade Decision Support category also saw significant growth, improving by 0.29 basis points over the previous year and outperforming the global average by a striking 0.72 points. This underscores Meraki’s ability to offer expert insights and recommendations, making a measurable impact on its clients’ investment decisions.

IPO Process: A Clear Winner

One of the more interesting developments this year was the introduction of the IPO Process and Allocations category, where Meraki received a commendable score of 6.40, far exceeding the global average of 5.33. This is a testament to Meraki’s skill in navigating complex IPO environments, communicating client’s intentions appropriately, and ensuring clients receive the best possible outcomes in a competitive market.

Client-Centric and Customizable Solutions

At the heart of Meraki’s success is its client-first approach, which has resonated deeply with its global client base. Described by one client as “the Cadillac model,” Meraki’s customized, high-touch service is far from the “one-size-fits-all” traditional broker-dealer model. This sentiment was echoed in the survey, with an overwhelming 57% of clients rating Meraki’s overall service as “Excellent.”

Additionally, 100% of respondents stated that they would recommend Meraki Global Advisors to their industry peers. This speaks volumes about the trust and satisfaction clients have in the firm’s ability to deliver both operational efficiency and strategic growth support.

Standing Strong in a Competitive Market

As Meraki points out, there is a growing realization in the industry that “if something is free, then you are the product.” This shift has led to higher expectations from clients, who are increasingly valuing tailored and complex service offerings over low-cost alternatives. Meraki’s differentiation in the market is clear: their ability to “thrive on complexity” and “scale with clients’ strategies” sets them apart, as evidenced by their consistently high scores.

Looking Ahead

Meraki Global Advisors has shown that it is not only keeping pace with the evolving outsourced trading landscape but also setting new standards. Given their client-first approach, differentiated model, and commitment to excellence, it’s safe to say that Meraki will continue to excel in future surveys and maintain its position as a leader in the industry.

We are proud of what Meraki has accomplished and look forward to another year of success, innovation, and continued client satisfaction.


About Meraki Global Advisors

Meraki Global Advisors is a leading trade management solution firm, providing investment managers with services that enhance fund performance by eliminating implicit and explicit deadweight loss resulting from inefficient trading desk architectures. Meraki Global Advisors LLC is a FINRA member and SEC Registered. Meraki Global Advisors (HK) Ltd is licensed and regulated by the SFC of Hong Kong.

For more information, visit us here Meraki Global Advisors and our LinkedIn page
Contact:
Mary McAvey
VP of Business Development
(646) 666-7041