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thinkFolio: Order Management and Portfolio Modeling

Reduce operational risk with a cross-asset investment management platform

thinkFolio is an enterprise-class order management (OMS) and portfolio modeling system (PMS). Customers can implement the system as a single, integrated investment management platform to support their entire front office, or deploy it tactically for cash management and FX, fixed income modeling or loans.


Front-Office Workflows Supported

  • Portfolio modeling – From benchmark comparisons and portfolio targeting to modeling the impact of early bond repayments, changes in equity yields, currency fluctuations and interest-rate shocks
  • Trading – A transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues
  • Cash and FX management – A sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows
  • Compliance – An integrated compliance engine that enables firms to perform both pre-trade checks and post-trade analysis to ensure adherence to client guidelines, regulatory requirements and in-house mandates

Key benefits:

  • Detailed investment analysis – Monitor all factors that influence investment returns by focusing on individual cash flows and modeling the impact of different scenarios
  • Efficient workflows – Streamline investment workflows and allow portfolio managers, traders and compliance teams to work together, ensuring key decision-makers are aligned
  • Ease of integration – Use thinkFolio’s flexible and extensible architecture to integrate into existing environments. The system can be deployed either 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

Asset Class Coverage

  • Fixed income
  • Loans
  • Equities
  • Cash
  • Foreign exchange
  • Derivatives

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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Case Study: BMO Global Asset Management - System Rationalization

Organic growth and a series of mergers and acquisitions had resulted in the use of multiple, duplicative systems at BMO Global Asset Management. The cost and complexity of the resulting operating model were substantial and needed to be reduced.

BMO wanted to provide updated front-office capabilities to its investment desk, dealers and mandate compliance team. There was also a desire to create a top-down view of the business.

thinkFolio was implemented as a single, cross-asset-class system to support modelling, order generation, order management, trade execution and compliance. thinkFolio was chosen because of its flexibility and scalability, which allow firms to deploy the platform in multiple locations and build upon it in the future.

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