Carol Penhale leads the development of the Canadian market for Rimes, partnering with C-level leaders at asset managers, asset owners and asset servicers to help solve their most complex investment data management challenges.
Carol has worked in the strategy and transformation space for public and private financial services firms and vendors for more than 25 years. She has held senior business, technology and consulting roles at start ups, service providers, intermediaries and large financial institutions, at companies including Mackenzie Investments, Taliance, Broadridge Financial Solutions and others. She has also helped found a number of boutique consulting start-ups, including Cutter Associates and Bedford Park Associates.
Ms. Penhale holds a Diploma in Programming and Systems Analysis from The Institute for Computer Studies, a B.A. from the University of Toronto and a Certificate in History from the University of Edinburgh.
Explore More Blogs from Carol
Target-Date Funds Reimagined: The Shift Toward Dynamic Glide Path Design
Target-date funds (TDFs) balance risk and return by adjusting asset allocation as investors approach retirement.
Private Markets Rising – Expanding Allocations and Infrastructure Strain
Private markets are rising as firms allocate more to alternative assets, straining infrastructure and highlighting the need for advanced portfolio tools.
Blended Returns and Basis Point Pressure – Precision in Global Performance
Global investment diversification and private asset expansion have led to specialized benchmarks, increasing demand for advanced data and analytics.
Client Loyalty as Strategy – Retention in the Age of Personalization and Performance
Generational wealth transfer and evolving client preferences are driving firms to adopt advanced technology and diversified offerings to retain clients.
Execution as Table Stakes – Rethinking Trade Value in a Seamless World
The shift to T+1 settlement and cloud platforms is transforming trading operations, emphasizing portfolio construction, monitoring, and compliance.
The Buy-Side Spotlight – Vendor Strategies Are Shifting—Are You Ready?
The shift to buy-side trading has increased demand for specialized, budget-conscious technology and data platforms.