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thinkFolio: Fixed Income Modeling

Plan for any scenario with sophisticated portfolio modeling capabilities

thinkFolio from IHS Markit is a cross-asset-class order management (OMS) and portfolio modelling system (PMS) with fixed-income investing at its core. The extensible platform enables fund managers to slice and dice portfolios according to any criteria, including credit quality, duration, sector and geographic overlays.

Fund managers use the platform’s sophisticated portfolio modeling capabilities to plan for how any scenario could impact their returns, from early repayments and rate shocks to changes in the shape of the yield curve.

MSCI partnership MSCI portfolio and risk analytics integrated with thinkFolio
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Performance Attribution

thinkFolio partners with CloudAttribution

Key benefits:

  • Specialized analytics – Use sophisticated native analytics to slice and dice portfolios, and perform benchmark comparisons, portfolio targeting, what-if scenarios and rate shocking analysis. Integrate proprietary and third-party analytics to complement these native capabilities
  • Sophisticated modeling tools – Model the impact of different scenarios and decisions on portfolio structure and cash flows, simplify rebalances and put new capital to work easily. Use the sophisticated cash ladder to view future cash amounts across accounts, taking in bond and loan projected cash flows, redemptions, unsettled trades and other cash flows
  • Ease of integration – Use thinkFolio’s flexible and extensible architecture to integrate with existing environments. The system can be deployed as a comprehensive cross-asset-class portfolio modeling and order management system or used to address specific capability gaps in incumbent systems.
  • Reduced operational risk – Eliminate errors associated with manual processes, while enjoying many of the benefits of spreadsheets by using thinkFolio’s detailed and flexible approach to modeling
  • Built-in compliance – Leverage an integrated compliance engine that enables you to perform pre- and post-trade checks to ensure compliance with customer guidelines, regulatory restrictions and in-house mandates
Whitepaper: Fixed income tech and data priorities for 2022 Direct connectivity, ESG, libor and strategic priorities for fixed income in 2022

Experts

Brett Schechterman

He is the global head of thinkFolio at IHS Markit, a leading multi-asset investment management platform providing sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management, Compliance and the Investment Book of Record (IBOR). Prior to running thinkFolio, he was most recently the North American head of product for Rimes Technologies. Prior to that, Mr. Schechterman spent 10 years at UBS Asset Management, where he served as Global Head of Fixed Income Platform Solutions, a team that supported 100+ investment professionals through the enhancement and front-line support of the enterprise front-office platform. Mr. Schechterman and his team partnered with technology leadership to develop and evolve a proprietary portfolio management system that is still used today to run $250b+ in diversified fixed income assets across 6 offices. He previously held senior roles at Legal & General Investment Management America and Goldman Sachs Asset Management and gained valuable experience in product management and client development with roles at BlackRock Solutions and Bloomberg. Mr. Schechterman received an MBA from the University of Chicago Booth School of Business and a BS in Finance with a Minor in Economics from Penn State University.

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Deborah Jang

Ms. Jang is responsible for the thinkFolio product roadmap and developing enhancements that reflect clients' evolving requirements. She joined IHS Markit in 2020 from Qontigo (previously Axioma) where she was Head of Product for their enterprise risk management system, performance attribution and SaaS-based solutions. Prior to that, Ms. Jang spent 13 years at UBS Asset Management, where she served as Deputy Head of Fixed Income Platform Solutions and product owner of a proprietary portfolio management system used to run $250b+ in assets. She also led data strategy and architecture at Allstate Investments, supporting both public and private markets.Ms. Jang earned her B.S. in economics and B.A. in international studies from the University of Pennsylvania. She is a CFA charter holder.

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