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Performance Attribution:
thinkFolio & CloudAttribution

Delivering cloud-native performance attribution for fixed income and multi-asset portfolios through the thinkFolio decision support suite

Our thinkFolio investment management platform is integrated with CloudAttribution’s best-in-class performance attribution capabilities. The integration brings together thinkFolio's multi-asset decision support suite and CloudAttribution's cloud-native, flexible attribution models, technology and reporting for fixed income and multi-asset portfolio management.

Mutual clients of thinkFolio and CloudAttribution can access the performance attribution capabilities via their desktops and flexibly evaluate portfolio performance decomposition for a variety of cross-asset institutional investment strategies, including ESG.

CloudAttribution’s models and technology platform offer accuracy, flexibility and a short time to market for fixed income and multi-asset managers and asset owners. The platform simplifies the required data inputs while retaining a focus on quality, consistency and the necessary outputs. The result is a flexible, insightful suite of models which empower portfolio managers and performance teams to understand their performance results in greater depth and detail. The integration of CloudAttribution is part of thinkFolio’s strategy of increasing flexibility and interoperability by partnering with complementary providers across the investment lifecycle.

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

thinkFolio partners with CloudAttribution

Key benefits of thinkFolio integration with CloudAttribution

Deployment options for CloudAttribution integration

Out-of-the-Box

  • A plug-and-play service
  • Integrated with the cloud-based thinkFolio managed service, with all integration / ETL layers transferable across thinkFolio clients
  • Supports portfolio managers by delivering performance attribution insights into strategies and portfolios that are managed within thinkFolio
  • Suitable for both existing and new clients of thinkFolio

Premium

  • Fully customizable service
  • Addresses front office, middle office and client deliverable use cases
  • Sources analytics from thinkFolio and book-of-record data directly from client accounting platform or third-party outsourced provider
  • Supports portfolio managers and performance teams looking to align functions and gain efficiencies
  • Suitable for both existing and new clients of thinkFolio
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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