thinkFolio

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thinkFolio, originated from IHS Markit, is a leading multi-asset investment management platform that delivers sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance.

Asset managers and asset owners leverage thinkFolio as a trusted, reliable and centralized platform to scale their global investment operations. thinkFolio's flexible, modular design allows it to be implemented as a single, integrated front-office solution or deployed for specific business units or asset classes. The platform is delivered as a managed service, supporting investment firms that want to reduce costs, maximize flexibility, enhance scale and achieve time-to-market objectives.

Service Provider Information

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
Key Information

Key Information

Use Cases

  • Slice and dice portfolios based on a range of criteria and use sophisticated modeling capabilities to plan for scenarios that may impact your returns.
  • Manage front-office operations for loans, CLOs and multi-asset portfolios on a single platform.
  • Use analytics and comprehensive views to monitor and manage LDI portfolios.
  • Manage currency and cash on a flexible cross-asset-class platform.
  • Streamline pre-, intra- and post-trade compliance with regulations, client guidelines, house limits and portfolio managers' preferences.
  • Monitor changes to intraday positions, transactions and strategies.
  • Evaluate portfolio performance decomposition for a variety of cross-asset institutional investment strategies.
  • Streamline the post-trade lifecycle by leveraging connectivity from post-trade execution to trade settlement for both fixed income and equities.

Benefits

Enables institutional asset managers and asset owners to streamline operating models from idea generation, trade execution and compliance through settlement and performance attribution. We can be an ideal partner for your organization through providing the following key benefits:

  • Delivers intuitive investment analysis and portfolio modeling through its interactive workbench and functionality suite for user groups driving the cross-asset alpha generation and beta replication processes.
  • Drives front-office user efficiency through synthesized content and workflows to simplify portfolio monitoring, construction and idea implementation.
  • Offers flexible deployment options with modular and extensible configurations to suit enterprises use cases.
  • Supports cost containment, operational flexibility, scalability and rapid time-to-market via AWS Hosted Cloud Managed Services.