Case Studies | Ryedale

Case Studies

Get inspired with some of our client stories and find out how we've helped them turn challenges into opportunities.

Supporting a growing portfolio and AUM with an ETF-specialized system

Case Study

Supporting a Growing AUM with an ETF-specialized System

ETF Manager

With an established range of ETFs and a need to grow its business, FinEx had a critical need for software specialized in ETFs.

Case Study

From Spreadsheets to a Robust and Reliable Investment Process

ETF Manager

The IPO expert wanted to free up its Portfolio Managers’ time for the strategic side of fund management and automate all the routine aspects of their portfolio management.

Case Study

Automating Data Management and Transition Reporting

Transition Manager

Inalytics asked Ryedale to build a solution that would simplify the data management tasks and allow the consultancy team to focus on scrutinizing a transition manager’s performance.

Case study

Ryedale’s Consulting Jump-starts a New In-house IT System

Global Asset Manager

The client realized that it had fallen behind the rival firms rapidly expanding their passive and ETF offerings and needed to fast track an entry to the ETF market.

Case Study

CalPERS Goes Live with Ryedale Transition Management Module

Pension Fund

CalPERS had been using the Ryedale Platform since 2015, licensing the Asset Allocation module to provide PMS and OMS for its Affiliate Program that their existing Charles River software was unable to provide.