Client Cases · Cases

Real Numbers, Real Scenarios

Ginkgo Platform is live across multiple SFOs, MFOs, and corporate treasury teams. The following cases are drawn from real client usage.

Structural Challenges in Family Office Operations

Family offices consistently face the structural challenge of fragmented data, lean teams, and heterogeneous reporting requirements. Data is scattered across custodians, structured product events are hard to anticipate, and every client demands a different report format. Ginkgo's three core capabilities (Decoder · Horizon · Polymorph) were built specifically around these three pain points.

Case A

Objective Fund Research Data Reference

Situation

An SFO investment team relied on custodian monthly reports and manual Excel consolidation when selecting public funds. A single fund due diligence took more than one person-day, with no cross-fund comparison dimensions available.

Action

Ginkgo connected to a 4000+ fund quantitative library. Investment staff can filter directly by Sharpe ratio, maximum drawdown, style drift, and other multi-dimensional metrics within the platform, with comparison views auto-generated.

Result

Single-fund due diligence time compressed from one person-day to 2–3 minutes. The full 4000-fund library is covered, and all decisions are backed by auditable, objective data.

Case B

Government Bond to Corporate Bond Transition

Situation

A client holding significant government bond exposure wanted to assess the yield uplift potential of shifting to investment-grade corporate bonds. Cross-asset YTM comparison and after-tax return modeling previously required manual financial modeling.

Action

Ginkgo automatically consolidated position data. The Horizon engine forecasted cash flows for existing government bonds at maturity, then calculated YTM and weighted-average coupon for the target corporate bond portfolio, producing a standardized comparison report.

Result

Analysis showed the target portfolio YTM rising from 4.8% to 5.9%. The client completed all data validation needed for decision-making within one business day.

Case C

FCN Portfolio Full-Cycle Monitoring

Situation

An MFO held multiple FCN notes. Knock-in observation dates and physical delivery terms were scattered across emails and PDF contracts. The operations team managed via manual reminders, creating significant missed-event risk.

Action

Ginkgo Decoder automatically parsed FCN contract PDFs and custodian statements. The Horizon engine tracks each FCN's knock-in observation dates in real time, generating advance alerts and auto-creating physical delivery checklists.

Result

All FCN physical deliveries in 2024 were settled on time. Portfolio overall return reached 10.8%. Zero missed events on the operations side.

Case D

US GAAP Financial Statement Export

Situation

An entrepreneurial family with US entities needed annual financial statements prepared under US GAAP. The traditional approach required a financial advisory team to spend multiple days consolidating and reconciling data.

Action

The client's finance team configured US GAAP account mappings and report templates in Ginkgo (TODO: specific account mapping details pending business confirmation). The system automatically handled multi-entity consolidation and account classification.

Result

Dashboard development completed in one day. All data required for financial statement preparation was auto-populated; the finance team reviewed, confirmed, and exported directly.

Client Scenarios

SFO

Single Family Office

Typically a 1–5 person operations team managing the entire family's assets. Requires full-asset-class data integration, event alerts, and customized reporting. Ginkgo's fully managed data operations enables small teams to deliver institutional-quality management at scale.

MFO

Multi-Family Office

Serving multiple families simultaneously multiplies operational complexity. Ginkgo's multi-entity isolation + unified data layer lets MFOs manage all clients on a single platform, with report styles independently customized per client preference.

Corporate

Corporate Treasury / Family Business

Family businesses run investment accounts alongside operating accounts, and need financial statements that comply with regulatory standards (US GAAP / IFRS). Ginkgo Polymorph supports configurable account mappings and report templates by standard.

See How Ginkgo Platform Fits Your Scenario

Book a demo. 30 minutes to walk through the full workflow across all three core capabilities.

Demo