Financial Data and Analytics

From fundamental stock selection and research to order management, execution, and reporting, Ridgestone Financial can help you streamline analysis and reduce total cost of ownership. With Ridgestone’s expansive workflow solutions in an open and scalable platform backed by unmatched support, you have access to the financial data and analytics you need to make crucial investment decisions.

  • Research – Perform fundamental stock selection research and quantitative portfolio construction. Then, combine your research with your firm’s internal research notes through Research Management Solutions.
  • Portfolio Management and Trading – Monitor and model changes to your portfolios and determine whether proposed trades meet regulatory standards with pre-trade compliance functionality. Compile orders and ensure they are sent accurately and efficiently for execution. Then, provide optimized execution and post-trade analytics.
  • Portfolio Analytics and Reporting – After trades are executed, analyze portfolios interactively and from different perspectives and across asset classes. Evaluate and enhance your investment strategies with performance measurement and attribution results. Finally, automate your reporting workflow by combining key portfolio analytics with your proprietary content in client-facing documents.

How we work

  • 1. Corporate culture

    At Ridgestone, we have always had a strong cultural identity and we want to present the fundamental attributes of this – predominantly our focus on teamwork, long-termism, openness and simplicity. But we also recognise that, as the company grows, our culture has to be actively articulated, shared, managed and monitored across our global offices.

  • 2. Challenge - Bringing a fresh perspective

    Financial markets are fickle and experience has reinforced our natural scepticism. At Ridgestone we rarely take what markets say on trust. Our skill as asset managers lies in our willingness to ask questions, to buck consensus if need be, and to do our own research to arrive at clear judgements. This attitude informs how we approach our business overall. We encourage everyone to think afresh and not do something just because ‘that’s the way it has always been done’. By constantly asking questions we aim to arrive at better answers.

  • 3. Integrity - Doing the right thing

    We expect everyone at Ridgestone to work to the best of their ability in the interests of our clients, end-investors and shareholders. We strive never to sacrifice long-term good for short-term gain, and we seek to set the standards for good practice as investors and as a public company. We recognise that conflicts of interest can arise – we manage them by being transparent, open and making clear where we believe a course of action is unwise or unethical.

  • 4. Teamwork - Pooling collective talent

    Since Ridgestone’s beginning, we have valued a culture of openness, mutual dependency and collective purpose. We organise our fund managers in teams, so every one of them has a voice. And by following investment processes that are clear, systematic and where all information is shared, we think this leads to better outcomes than if a star fund manager were in charge.

  • 5. Ambition - Being the best we can

    We have a strategy for growth based on achieving long-term results for our existing clients, while also improving the distribution and penetration of our products among new client markets. To achieve our ambition, we rely on attracting and retaining bright, motivated individuals focused on working diligently, efficiently and with integrity. We look to foster a workforce that is mindful of its responsibilities to one another and of our wider corporate responsibilities as a firm.