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thinkFolio: Loans

Maximize returns and minimize risk with sophisticated loan instrument functionality

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 platform’s ability to analyze loan instruments, model cash flows and simulate scenarios helps fund managers to maximize returns and mitigate reinvestment risk. Sophisticated modeling capabilities ensure users can plan for the impact of key events, from early repayments to rate shocks.

Key benefits:

  • Loan market expertise – Use thinkFolio’s strong fixed income and credit capabilities, including a sophisticated set of analytics and modeling tools, to drive better-informed decisions. Complementing these core capabilities, IHS Markit is an established leader in the syndicated loans market, providing high-quality pricing and reference data, along with processing services, to deliver post-trade efficiency
  • Sophisticated modeling tools – Model the impact of different scenarios and investment decisions on returns and cash flows. Slice and dice portfolios according to any criteria and perform a range of detailed analyses, including benchmark comparisons, what-if scenarios and rate shocking
  • 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 modelling and order management system or used to address specific capability gaps in incumbent systems
  • 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

Case Study: Park Square Capital

Park Square Capital, one of Europe’s leading independent credit providers, has experienced significant benefits since implementing the thinkFolio investment management platform as part of an end-to-end loans solution from IHS Markit. 

This case study explains:

  • How thinkFolio is being used in conjunction with other IHS Markit products to manage the complete loans lifecycle at Park Square Capital
  • Why Park Square Capital chose thinkFolio to support real-time positions, trading, pre- and post-trade compliance and exposure checks, as well as providing audit history
  • How thinkFolio is being used to address instrument-level complexities associated with loans, such as pay downs, cash flow schedules and variability around settlement
  • The operational efficiencies and other benefits Park Square Capital have experienced since going live

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IHS Markit Event 20 September 2018

Loan Market Conference

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IHS Markit Event 11 October 2018

Pricing and Valuation Conference

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