Mastering Regulatory Compliance: How Redwheel Transformed Form PF Reporting with AQMetrics

THE CLIENT

Established in 2000, Redwheel specialises in active equities and convertible bonds. Redwheel manages approximately $18bn, with offices in London, Miami, Singapore, Copenhagen and Zurich.

THE OBJECTIVES

Redwheel sought to automate and streamline its quarterly Form PF and AIFMD Annex IV reporting processes. Their objectives included consolidating data, ensuring seamless integration with their fund administrator, addressing manual input challenges, and preparing for emerging regulatory changes.

THE SOLUTION

Facing challenges with only a semi-automated reporting and data management solution and growing volumes, Redwheel embarked on a vendor selection process. AQMetrics emerged as the ideal solution, offering a comprehensive platform that consolidates data, integrates seamlessly with their fund administrator, and ensures regulatory compliance. The transparency, audit trails, and evidence-based approach of AQMetrics stood out, providing Redwheel with a streamlined and controlled process.

THE BENEFITS

Automated Data Integration

AQMetrics' established data feed from Redwheel's fund administrator ensured seamless and automated data integration, eliminating manual inputs and reducing the risk of errors.

Time & Cost Savings

AQMetrics' streamlined processes and early error detection significantly reduced the time and operational effort compared to Redwheel's previous solution.

Technology-Driven Filings

Redwheel transitioned from producing reports to focusing on supervision and oversight, thanks to AQMetrics' efficient processes and inbuilt subject matter expertise.

Future Proofing

With additional complex changes to SEC filings later this year as a result of the new Private Funds Rules, AQMetrics will be able to offer extensive expertise and an automated solution when immediately required.

Ready to let AQMetrics technology simplify your compliance journey? Book a demo today to find out more.