Learn how Redwheel, a specialist investment manager with $17.5 billion in assets under management, has built a 24-year partnership with Linedata based around the Linedata Global Hedge Portfolio Management System. This case study reveals how Redwheel uses Global Hedge as its Investment Book of Record (IBOR) to maintain operational consistency across diverse fund structures while navigating complex market demands.
Learn how Linedata’s solution has delivered:
Seamless integration with evolving infrastructure, including recent API upgrades that dramatically improved efficiency
Reliable support for daily valuations, reconciliation, pricing, and downstream reporting
Exceptional customer support that consistently outperforms industry standards
Adaptability to support Redwheel’s growth for over 20 years
“Global Hedge is our official book of record and drives the data and information that multiple other systems rely on for understanding our portfolio positions and pricing,” explains Donogh McAlonan, Head of Investment Operations at Redwheel.
“The speed and quality of responses from the Linedata support team are exceptional,” adds Alex Risby, Head of Technology at Redwheel. “We benchmark this against other vendors, and the difference is clear. With Linedata, you actually get a meaningful, quality response back in a timely fashion.”
Download this case study to understand how the right portfolio management system can serve as your foundation for long-term growth and operational excellence in investment management.