Ryedale delivers a new, cloud-based, full-service IT platform for serious investment businesses. Our software provides industry-leading support for model-driven and quantitative investment strategies, embracing index investments, smart-beta, custom indices, asset allocation, overlays and hedging. Our customers include several globally recognised asset management firms and institutions, and a growing number of smaller asset managers who find our ‘Software as a Service’ to be cost-effective and a great fit to their needs. Ryedale’s founders bring deep knowledge of the investment process, built from years as in-house software developers at top investment firms, whilst embracing the latest cloud technologies.
Ryedale knows indexing. We can consume indices and custom-indices from virtually any source, including all the major index providers. We store and present the data consistently regardless of origin, and completely eliminate the burden of cleansing data from your front-office staff. The techniques for replicating index performance are supported beautifully in the Ryedale Platform. Comparable features are missing in every other portfolio management system we know.
Despite Asset Allocation being the most important determinant of overall portfolio performance, many top-down and multi-asset investment portfolios are managed on the most rudimentary systems. Ryedale’s asset allocation system provides a robust, high-quality, and institutionally-trusted solution for managing portfolios against policy weights. Our asset allocation software is used extensively at CalPERS where well over $15 billion of public pension assets rely on it for the following functions:
The rise of ETFs is relentless, but managing ETF portfolios entails extra business processes beyond those required for running a daily-opening index fund. Our ETF module allows you to:
Ryedale’s Transitions Management module provides functions to assist in the large-scale restructuring of portfolios. Working alongside the asset allocation and portfolio management modules, this module organizes the buys and sells across multiple accounts, eliminating the ‘cross’, transferring securities at the custodian, and managing the completion of the residual trade on the open market. It includes:
The Order Management module provides functions for storing, reviewing, and sending trade order instructions onto various trading venues. The FIX protocol is built-in, and we’ve verified our connections with Instinet and Bloomberg EMSX. We support several other bespoke order interfaces and are continuously adding new ones. Functions include:
The Hedging and Synthetics module extends portfolio management and asset allocation capabilities to funds that use futures and currency forwards. Clients use these functions to achieve synthetic exposures, either for hedging purposes, mandate completion, or for taking outright risk. Functions include: