Case Study: Thomson Reuters achieves an end-to-end hedge fund workflow—live in 33 days and investor-ready in 7 weeks—with Refinitiv

Building a Winning Fund Strategy with an End-to-End Workflow

Thomson Reuters engaged Refinitiv to overcome a slow, spreadsheet-driven research process that hindered rapid strategy validation and investor outreach. The customer needed an end-to-end workflow to harness reliable financial data, build multi-factor models, and speed up backtesting; Refinitiv’s suite (Eikon, REDI and QA Point) was chosen to address these gaps.

Refinitiv implemented an integrated solution—Eikon for data and analytics, REDI for execution management, and QA Point for rapid model building and backtesting—plus trials and focused training. As a result, the client was up and running and self-sufficient on all platforms in 33 days, began pitching new investors within seven weeks, and achieved lower total costs for the bundled solution versus a single competing platform. Refinitiv’s tools let the team validate strategies quickly and dedicate time to scaling the fund.

Thomson Reuters